04/10/2015
Family Office acquires $22 Billion Full Service Asset Management Firm
The Private Client Group serves a diverse range of clients ranging from entertainment luminaries, to business leaders, to small business owners, to investors and retirees.
04/09/2015
OppenheimerFunds today announced that it has fully staffed its team
04/07/2015
David Bonderman amassed a $3 billion fortune in private equity for sophisticated investors
04/02/2015
Joining the party of India’s blue chip business tycoons, the Burman Family Office
03/30/2015
In every industry there are areas of high specialization
03/27/2015
The conference included a mixture of speakers, workshops and panel discussions, enabling coverage of subjects that ranged from the need for family offices to adapt to cultural and generational differences to the very nature of what defines a family office
03/24/2015
Some of them are brilliantly beginning to employ technology such as telepresence and cognitive computing to become more effective.
03/24/2015
The panellists thought that good communication between the family was the key.
03/23/2015
A core responsibility of most single-family offices and private investment companies is to manage the wealth of an individual or family
03/23/2015
The duo decided to merge Wolfensohn’s private-equity fund that invests in clean energy and financial services in developing countries with Scott’s Eko Asset Management Partners
03/20/2015
Flynn Family Office, one of North America's foremost family office and business management companies was last night honoured with both 'Best New Entrant' and 'Best Brand Launch/Re-launch' at the 2nd Family Wealth Report Awards 201
03/19/2015
Multi-family office launches new corporate financing product
The firm has announced the launch of a new product for corporate financing within its division ORCAP Project Finance.
03/17/2015
Market Street Trust Named Multi-Family Office of the Year
Market Street Trust Company, a family office and New York state private trust company, received the award for "Multi-Family Office" of the year at the Family Wealth Report Awards 2015
03/16/2015
Oracle Capital Group Signs Strategic Partnership Agreement with Shanghai International Trust
Partnership enhances Oracle Capital Group's global reach through access to Chinese market.
03/13/2015
Family Office Outlook 2015 - Handler Thayer
Taxpayer flight has increased globally at an unprecedented level as families, capital and businesses continue to exit high-tax and socialist countries, states, provinces, territories, cities, etc. in favor of low-tax and no-tax jurisdictions.
03/13/2015
What Millennials Look for in a Wealth Advisor
Executive Director Amy Hart Clyne to Examine How to Engage the Client of the Future
03/12/2015
The Single-Family Office Evolution
“Outsourcing family office services can actually increase control for clients by allowing greater customization in creating the family wealth plan. Ultra-wealthy inheritors are even more likely to be personally involved in shaping the structure of t
03/10/2015
Luxembourg-Based Family Office Launches Peer -To - Peer Asset Manager
A Luxembourg-based family office has launched a new asset management firm this week in a bid to introduce institutional investors and families of wealth to the peer-to-peer (P2P) finance sector.
03/04/2015
Family Office Exchange (FOX), a global membership organization of private family enterprises and their key advisors, will be offering its Family Office Design Workshop in Chicago on May 5-6
03/02/2015
London-based multi-family office pioneers re-brand
"Having combined the two firms’ deep experience, we are very much fit for purpose with a refreshed commitment to delivering exceptional risk-adjusted investment results. We seek to be a default choice for wealthy families and foundations requir