05/30/2012
Over the course of four days, attendees participated in more than three dozen panels, speeches and breakout sessions that addressed a variety of salient issues and topics from multiple perspectives.
05/23/2012
Based on interviews with more than 100 UHNW individuals and family offices based in the United Arab Emirates, Saudi Arabia, Qatar, Bahrain, Kuwait and Oman, the survey said 40% of family offices were moving capital towards their own family businesses.
05/10/2012
Wealth-X, the global UHNW prospecting, intelligence and wealth due diligence firm, has unveiled detailed information on nearly 700 global single family offices representing over $1 trillion of assets under management. This new intelligence is available e
05/04/2012
The conference’s agenda is to address the complex and challenging financial, relationship and lifestyle planning issues faced by family members, Single Family Offices and Multi Family Offices in Israel.
04/26/2012
Alex and Sara Watson began their financial services careers with Ameriprise Financial and then worked with Allstate. Since, Mr. and Mrs. Watson represent the modern day married couple within the X and Y Generation, they thought oXYGen Financial would be t
04/12/2012
Sentinel Trust Company, one the nation's leading boutique wealth management firms and multi-client family offices, welcomes Lissa Gangjee, J.D., CFP® to the firm as Senior Vice President, Senior Relationship Officer and member of the Executive Co
04/05/2012
Family offices have quietly handled the financial affairs of the nation’s wealthiest households for generations, privately playing the role of money manager and life planner to the likes of the Rockefellers and the Mellons.