Managers of Wealth

KMD targets £10m families with new service

The service will offer book-keeping and correspondence management for individuals and families, alongside wealth management and financial planning.

Single Family Office to Head Risk Panel at Family Office Conference

Counterparts to the likes of Bill Gates, Steve Jobs, Warren Buffet, Larry Ellison, Michael Dell and many more noted entrepreneurs will be in attendance.

Marcuard Family Office Utilizes MPI Quantitative Analytics

MPI created DSA to transcend the limitations of traditional RBSA – such as lag, overfitting, and inability to capture style drift and detect leverage – and give investors greater insight into their investment portfolios.

Hyperion makes family office hire

Formerly company's equities portfolio specialist at Perpetual Investment Management, Tilston has been recruited to drive new business sales in addition to supporting the broader distribution team.

Dodd-Frank sees rise in virtual family offices

Those were among the findings reported by the Advanced Planning and Family Office Practice Group at US law firm Handler Thayer LLP in their 2012 outlook.

Citi Private Bank Adds Family Office Director

Citi Private Bank hired Lisa Maurer as its new family office group director for the Northeast region.

Atlantic Trust Named a Leading Wealth Advisor by Family Office Exchange

The LWA Directory is a list of 30 firms selected by FOX based on their ability to provide integrated wealth advice to private investors with over $20 million in assets.

Family Office Outlook 2012 - Research

Transition and Succession Planning for SFOs remains a key consideration as families cope with cost containment, scalability and sustainability.

In an Unusual Tax Year, the Wealthy Turn to Partnerships

A FAMILY limited partnership was once a rather esoteric way for wealthy families to centralize the management of real estate and various pots of money. But this is not a normal tax year.

Europe’s top 25 family businesses and leaders

The winners will be announced on 9 July at an awards ceremony in Amsterdam, which will be held at the Heineken Brewery, one of the Netherlands’ most iconic family businesses.

Preserving wealth first priority for Asia's rich families: report

An overwhelming 73 percent of these family offices said that preserving wealth was the most important aspect of managing their investments.

The Physician Family Office Uncovers Key Ways to Retire Wealthy in the 21st Century

And, while several disturbing trends facing doctors are set to continue over the next twenty years, the Physician Family Office is making the case for early planning and doing as the Rockefellers do. How is this possible when trying to with keep up with t

Family Office

KMD targets £10m families with new service

Single Family Office to Head Risk Panel at Family Office Conference

Marcuard Family Office Utilizes MPI Quantitative Analytics

Hyperion makes family office hire

Dodd-Frank sees rise in virtual family offices

Citi Private Bank Adds Family Office Director

Atlantic Trust Named a Leading Wealth Advisor by Family Office Exchange

Family Office Outlook 2012 - Research

In an Unusual Tax Year, the Wealthy Turn to Partnerships

Europe’s top 25 family businesses and leaders

Preserving wealth first priority for Asia's rich families: report

The Physician Family Office Uncovers Key Ways to Retire Wealthy in the 21st Century

The Professionalization of the Family Office

Societe Generale Private Banking partners the first European family business Awards

Family Office Exchange Study: Long-Range Planning Key to Tackling Risk in a Globalized World

Silver Bridge Wins Human Services and Leadership Awards at Family Office Review Annual Awards Gala

Wealthiest Singapore Businesses Keep it in the Family

FOX Certifies List of Leading Wealth Advisors

What the Apple Store Has That Wealth Advisors Want

Rothschild and Rockefeller families team up for some extra wealth creation