12/05/2024
The demand for financial returns from philanthropic giving reflects a broader trend towards increased involvement and control among family offices in how their charitable donations are structured and utilised.
12/04/2024
Some family offices may never withstand the pressures of a generational transfer.
11/29/2024
But all questioned say their family offices expect to see some form of investment return on what they give
11/29/2024
Several key pillars are identified by a report from Morgan Stanley.
11/27/2024
With main offices in Zurich and Lugano, the two companies will bundle their capabilities to serve today's complex client needs in a holistic manner and create the basis for future growth.
11/27/2024
By utilising the captive, the family office can reduce premiums paid to third parties.
11/25/2024
Bertrand Coste says business will be easier for Clerville, which manages money for the Schlumbergers, in the EU
11/25/2024
Leading family office business based in Jersey, Malta and the UK
11/22/2024
The family office world is emerging as a major force in the global economy, with the Indian diaspora spearheading growth
11/22/2024
The primary driver for this shift is enhanced regulation, cited by 62% of respondents as boosting confidence in riskier investments.
11/18/2024
These white-glove services are spreading fast as a way to manage and pass on wealth.
11/18/2024
CNBC partnered with Fintrx to analyze single family offices that made the largest number of investments in private startups in 2024.
11/18/2024
Top InvestHK official sets off on week-long trip to Europe to meet family office representatives and speak at finance forum
11/18/2024
The $11.5tn asset manager aspires to be a one-stop shop for family offices through its ETFs and private market offerings.
11/15/2024
Both businesses share a similar culture and values around integrity, accountability and trust with the same unwavering commitment to providing outstanding levels of service.
11/13/2024
Waypoint’s UHNW practice grows Mercer Advisors footprint in Minneapolis
11/13/2024
The enhanced family office platform integrates capabilities across the firm to provide à la carte services or an advisor-led holistic solution.
11/13/2024
This article explores the sources of private capital, how it is being deployed, and ways to navigate these trends.
11/13/2024
While CEOs saw an 8% increase in total compensation, CIOs and CFOs experienced a significant decrease.
11/11/2024
The Callan Family Office is establishing a tax overlay strategy for ultra-high-net-worth clients.