12/01/2014
Family Offices Are Successful Middle-Market Investors
While some of these are “club deals,” the majority of direct investment opportunities are brought to family offices through the financial and legal professionals in their networks.
12/01/2014
While some of these are “club deals,” the majority of direct investment opportunities are brought to family offices through the financial and legal professionals in their networks.
11/27/2014
Family office of Michael Dell builds 5.5% stake in Serco
MSDC currently owns 30.6 million shares in the company, making it Serco’s sixth-largest shareholder, according to a filing made by the FTSE 250-quoted firm with the London Stock Exchange.
11/26/2014
Here’s a question: what is a family office anyway?
11/26/2014
In the years since, finding and managing these deals has become a core function of many family offices.
11/26/2014
Family offices in Asia-Pacific did poorer than their European and North American counterparts over the last 12 months
11/25/2014
Family Office Accounting Practices Are In High Demand
11/24/2014
Role of asian family offices expands from a narrow base
Given the scale of wealth in Asia – in value and numbers of rich families – it would seem reasonable to assume that family offices are entrenched in the region.
11/24/2014
The relief comes after a successful campaign by the Private Investor Coalition for an exemption for single family offices.
11/21/2014
Globaleye partners with Russian family office
Globaleye is also currently in talks with other firms to create more alliances around the world.
11/20/2014
Single-Family Offices are Increasingly Engaged in Helping the Ultra-Wealthy Ensure Multi-Generational Continuity
11/18/2014
Most Single-Family Offices Are NOT High Functioning
The Ultra-Wealthy Have Counted On Single-Family Offices To Grow And Protect The Family Fortune For Generations. However, Only One In Five Are Meeting Pre-Determined Criteria For Success.
11/17/2014
Multi-Family Office Adds Ex-Citi Hedge Expert
Has hired a Citigroup and Lyxor Asset Management veteran to boost its hedge-fund advisory offerings.
11/17/2014
Their research indicates that the multi-family office (MFO) channel features over 200 firms controlling more than $700 billion in assets.
11/14/2014
They are also hedging globally as part of a generational investment strategy
11/14/2014
He is a descendent of the legendary Loeb banking family, and the son of New York socialite Nan Kempner, known for her charity work, collection of couture and spending "more than I should, and less than I want."
11/12/2014
Spanish Family Office Starts New Hedge Fund
Registered a new hedge fund in Spain that will invest in three to 10 hedge funds.
11/12/2014
Spear's got one of the first interviews with the heads of the new business and took the chance to ask them what it meant for their clients and for the industry at large
11/12/2014
Today we are witnessing the emergence of Robo-Advisor platforms.
11/11/2014
Myer family to rebrand its prestigious family office
THE Myer family is restructuring its multi-billion-dollar investment empire, including rebranding its prestigious family office and appointing an external chairman and board for the first time in its history as part of a fresh assault on the private
11/11/2014
LJ Group wins top family office award
LJ Unicorn, the family office division of the LJ Group, led by Charles Filmer, has won the coveted Multi Family Office of the Year category at the 2014 Spear’s Wealth Management Awards.