Managers of Wealth

Dodd-Frank sees rise in virtual family offices

Those were among the findings reported by the Advanced Planning and Family Office Practice Group at US law firm Handler Thayer LLP in their 2012 outlook.

Citi Private Bank Adds Family Office Director

Citi Private Bank hired Lisa Maurer as its new family office group director for the Northeast region.

Atlantic Trust Named a Leading Wealth Advisor by Family Office Exchange

The LWA Directory is a list of 30 firms selected by FOX based on their ability to provide integrated wealth advice to private investors with over $20 million in assets.

Family Office Outlook 2012 - Research

Transition and Succession Planning for SFOs remains a key consideration as families cope with cost containment, scalability and sustainability.

In an Unusual Tax Year, the Wealthy Turn to Partnerships

A FAMILY limited partnership was once a rather esoteric way for wealthy families to centralize the management of real estate and various pots of money. But this is not a normal tax year.

Europe’s top 25 family businesses and leaders

The winners will be announced on 9 July at an awards ceremony in Amsterdam, which will be held at the Heineken Brewery, one of the Netherlands’ most iconic family businesses.

Preserving wealth first priority for Asia's rich families: report

An overwhelming 73 percent of these family offices said that preserving wealth was the most important aspect of managing their investments.

The Physician Family Office Uncovers Key Ways to Retire Wealthy in the 21st Century

And, while several disturbing trends facing doctors are set to continue over the next twenty years, the Physician Family Office is making the case for early planning and doing as the Rockefellers do. How is this possible when trying to with keep up with t

The Professionalization of the Family Office

On June 19th I took part in a panel discussion on “Investment Strategies in a Changing World” as part of the Family Investment Workshop in Zurich.

Societe Generale Private Banking partners the first European family business Awards

Family businesses play an essential role in the health of the European economy, representing more than 60% of all European companies and accounting for 40% to 50% of employment in Europe.

Family Office Exchange Study: Long-Range Planning Key to Tackling Risk in a Globalized World

The study includes case studies on leading families from around the world that show the risk process and strategic planning in action.

Silver Bridge Wins Human Services and Leadership Awards at Family Office Review Annual Awards Gala

The Firm was also a finalist in several categories including MFO of the Year, MFO CEO of the Year, and MFO CIO of the Year.

Wealthiest Singapore Businesses Keep it in the Family

Singapore company registration specialist Rikvin is optimistic that the latest findings in the "Global Wealth and Family Ties" report may influence more people to create their own fortunes through setting up their own or family-run enterprises i

FOX Certifies List of Leading Wealth Advisors

The full list is available on at www.leadingwealthadvisors.com , part of the new, publicly accessible FOX Wealth Center website.

What the Apple Store Has That Wealth Advisors Want

The study found that firms are doing more to bring the client experience to life in their sales processes.

Rothschild and Rockefeller families team up for some extra wealth creation

The transatlantic alliance cements a five-decade acquaintance between the now ennobled Jacob Rothschild, 76, and David Rockefeller, 96, the grandson of the ruthlessly acquisitive American oilman and philanthropist John D Rockefeller.

Alignment of Compensation Goals and Risk Philosophy Prove Key to Retaining Top Family Office Execs

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.

FS Private Wealth launches

Financial Standard has today launched FS Private Wealth: The Journal of Family Office Investment.

Gulf family offices shifting capital to family businesses

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.

Asia's nouveau riche to drive demand for wealth management services

Family offices in Asia are on the hunt for bargain deals in the form of distressed assets in Europe, while Europe's wealthy families are increasingly looking to gain direct exposure to Asia.