11/21/2012
Family offices step up pressure on private banks
Multi-family offices question the independence of private banks, but say they are losing the battle for mindshare because they don't have the same sort of marketing budget.
11/21/2012
Multi-family offices question the independence of private banks, but say they are losing the battle for mindshare because they don't have the same sort of marketing budget.
11/15/2012
In this year’s first half, 424 hedge funds were liquidated, according to Chicago-based Hedge Fund Research Inc.
11/07/2012
"The launch of the Single Family Office service is a milestone for wealth management in India."
11/07/2012
The list identifies firms that have passed a comprehensive screening to assess their ability to deliver integrated wealth advice to families with more than $20 million in investable assets.
11/06/2012
Deloitte experts on Family Businesses point to the growing challenges faced by today's family businesses, and how they can be overcome.
11/06/2012
Wealthy families are increasingly considering a family office to manage their philanthropic giving, according to a new study released by the National Center for Family Philanthropy.
11/01/2012
Single-family offices are investing directly because of declining fund returns and concerns that some outside managers charge high fees and may have conflicts of interest, according to Wharton.
10/30/2012
Some of the most talented hedge fund managers and executives are beginning to leave
10/29/2012
He will be leaving to start his own family office
10/21/2012
Evaluating family office performance goes beyond investment performance and the cost of office operations.
10/21/2012
As Penta Daily’s readers will recall, the SEC drafted new family office rules in July, 2011 to make sure family offices didn’t get caught up in the onerous Dodd-Frank regulation targeted at investment advisors.
10/21/2012
The reason this esoteric and rather arcane estate planning device has once again become popular is because of the scheduled end of the $5.12 million gift tax exemption
10/21/2012
The Qatar Financial Centre Authority 'QFC Authority' has announced today that important new Regulations have been issued governing special purpose companies, holding companies and single family offices operating in or from the QFC.
10/17/2012
“New regulatory rules requiring many family offices to register with the Securities and Exchange Commission
10/17/2012
Single-family offices are investing directly because of declining fund returns and concerns that some outside managers charge high fees and may have conflicts of interest, according to Wharton.
10/15/2012
Single family offices are keeping vast amounts of capital on the sidelines, both to be ready for future opportunities but also because they are looking for a safe haven.
10/10/2012
was instrumental in implementing the firm's industry-leading open architecture strategy and has spearheaded several operational changes that have contributed to the success of both the firm and its clients.
10/09/2012
Kanaly Trust has offered independent investment advice to its clients for over 35 years by combining financial planning, trust and estate services with a best-of-breed approach to outside manager selection.
10/07/2012
THERE are about 150 to 200 family offices in Asia, according to industry estimates, each managing at least US$200 million, while globally, there are more than 2,500 family offices.
10/04/2012
The report titled "Financial Reporting in the Family Office: Elevating the Conversation" was developed by FOX in conjunction with Advent Software