02/10/2015
Close Brothers appoints director of family business
This role has been created as part of the firm's Family Business Club initiative, announced in January 2014.
02/10/2015
This role has been created as part of the firm's Family Business Club initiative, announced in January 2014.
02/10/2015
PAM AWARDS: PCR Wins Back-To-Back Awards: "Best Reporting Solution" And "Best Family Office Technology Provider"
Private Client Resources, a leading specialist of private wealth aggregation, reporting and integrated technology, has been recognized as the "Best Reporting Solution" by Private Asset Management and as the "Best Family Office Technology Pr
02/10/2015
Wealthy families are increasingly resorting to “family offices” to manage their activities
02/10/2015
PAM AWARDS: Ascent Private Capital Management of U.S. Bank Wins 'Best Multi-Family Office Service Provider' Award
U.S. Bank Wealth Management, ranked among the top 25 U.S. wealth managers,* announced today that Ascent Private Capital Management of U.S. Bank has been named "Best Multi-Family Service Provider"
02/09/2015
Called the Thomas Schmidheiny Centre for Family Enterprise, it will be headed by Professor Kavil Ramachandran
02/09/2015
Only about 20 percent of single-family offices can be defined overall as high functioning.
02/07/2015
Some of Europe's wealthiest families are investing chunks of their cash in technology companies, bringing the benefits of long-term horizons to start-ups and filling a funding hole for the continent's fledgling Facebooks.
02/05/2015
WE Family Offices Wins Family Office Team of the Year
Effectively advising a wealthy family requires a team of multi-disciplinary professionals
02/04/2015
Multi-family office Wins PAM Award for Best Client Service
The award was in the category of multi-family offices with less than $2.5 billion in assets under management.
02/04/2015
This has happened in the context of largely consistent and vigorous economic growth enjoyed by the region in recent years.
02/03/2015
Even a fortress mentality coupled with the wealth to build the fortress cannot possibly eradicate all potential threats
01/27/2015
As ultra-high net worth families from the US, Europe and Latin America face accelerating change and globalization in all aspects of their wealth management
01/26/2015
Multi-family office adds new service to its offering with a Practising Certificate granted by Association of Chartered Certified Accountants
01/26/2015
Winners will be announced at an awards dinner to be held on March 12, 2015 at the Mandarin Oriental in New York.
01/25/2015
Multi-client family office announces promotions and new hire
Commenting on these announcements, D. Fort Flowers, Jr., Chairman and Chief Executive Officer, said, "We are delighted to announce the promotions of Lissa Gangjee and Anne-Lise Wiegand and to welcome Angela Caraway to the Sentinel team.
01/22/2015
The risks any company faces can be compounded when the business is owned by a family
01/22/2015
According to Forbes Magazine, less than one third of family businesses survive the transition from first to third generation ownership.
01/21/2015
The winners will be announced on March 12, 2015 at the awards gala in New York City.
01/21/2015
Firm Identifies How to Tell “Real” Family Offices From Imposters
01/19/2015
As a vehicle for wealth management, the family office is still relatively new in Asia, but that’s now changing. Opportunities abound for managing this family wealth.