01/07/2013
"The Private Banking Division at Union Center National Bank provides unparalleled personal attention and an exceptional range of products and services, such as this new partnership."
01/07/2013
"We look forward to sharing our combined global wealth and investment management experience with clients of Forbes Family Trust.”
01/07/2013
Prior to joining Athena he was head of JP Morgan’s Private Wealth Management office on New York
12/13/2012
Interest is growing among Asian families for such assets, with cities such as London proving hot destinations, something property firms are also responding to.
12/13/2012
"We believe that, if a financial planner is to survive, they should really consider that."
12/13/2012
Geary highlights the example of UBS AG, Switzerland's largest bank. It has recently announced that it is going to charge clients for the privilege of depositing cash balances in Swiss francs.
12/13/2012
Geary highlights the example of UBS AG, Switzerland's largest bank. It has recently announced that it is going to charge clients for the privilege of depositing cash balances in Swiss francs.
12/10/2012
Since the onset of the financial crisis, family offices have shifted their allocations
12/09/2012
Single family offices are not required to register with the U.S. Securities and Exchange Commission.
12/05/2012
Assets under management for multiple family offices increased 68% between 2007 and 2011 to $777.3 billion, according to recent research released by Boston-based global research firm Cerulli Associates.
12/04/2012
In order to qualify for the exemption, a family office must claim the exemption by filing electronically prior to December 31, 2012.
12/03/2012
She joins Geller & Company from Deloitte's Private Company Services practice in New York where she spent more than seventeen years serving high net worth individuals and families
12/03/2012
She will also play a key role as part of the executive team of Geller Family Office Services, the firm's family office and wealth advisory business, and help guide its strategic direction.
12/02/2012
The firm recently decided to take on outside money, which it is hoping to attract through its newly-launched Longboard Futures Strategy Fund.
12/02/2012
Cainvest International Bank Ltd., the wealth-management firm controlled by Brazil’s Cohab Aboulafia family, plans to expand in Latin America by partnering with family offices.
11/28/2012
Russian law firm and multi-family office with the headquarters in Moscow has announced the launch of its first office in Singapore.
11/28/2012
A London-based adviser has been travelling the globe to research setting up an international family office.
11/27/2012
International Protector Group has launched a new Family Office service to help HNW families set up effective wealth protection structures.
11/26/2012
Senrigan Partner Plans Family Office
The executive's departure comes at a tough time for the Asian hedge fund industry which has seen investors pull out a net $1.35 billion through October this year, according to data from industry tracker Eurekahedge.
11/25/2012
Family offices are increasingly recognising the advantages of impact investing post financial crisis