07/29/2012
The Flaws in an Advisor Listing for the Superrich
The Family Office Exchange, a pillar of the wealth-management industry, stumbled when naming the best advisors for great fortunes. Barron's investigates.
07/26/2012
Some people earning more than $200,000 a year also face a 3.8 percent Medicare surcharge on investment income.
07/26/2012
Generation Ys are apparently best placed to communicate with older patriarchs or matriarchs of family businesses.
07/26/2012
IVG sells Luxembourg office to Family Office
The deal represents one of the most important transactions in Luxembourg and so far represents 15% of the total market. Private investors still dominate the Luxembourg office market despite huge demand from institutional investors.
07/25/2012
Family offices need to understand market obligations and construct their technology systems and strategy accordingly.
07/25/2012
The service will offer book-keeping and correspondence management for individuals and families, alongside wealth management and financial planning.
07/23/2012
Counterparts to the likes of Bill Gates, Steve Jobs, Warren Buffet, Larry Ellison, Michael Dell and many more noted entrepreneurs will be in attendance.
07/19/2012
MPI created DSA to transcend the limitations of traditional RBSA – such as lag, overfitting, and inability to capture style drift and detect leverage – and give investors greater insight into their investment portfolios.
07/16/2012
Formerly company's equities portfolio specialist at Perpetual Investment Management, Tilston has been recruited to drive new business sales in addition to supporting the broader distribution team.
07/12/2012
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.
07/12/2012
Citi Private Bank hired Lisa Maurer as its new family office group director for the Northeast region.
07/11/2012
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.
07/10/2012
Transition and Succession Planning for SFOs remains a key consideration as families cope with cost containment, scalability and sustainability.
07/08/2012
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.
07/05/2012
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.
07/03/2012
An overwhelming 73 percent of these family offices said that preserving wealth was the most important aspect of managing their investments.
06/28/2012
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
06/28/2012
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.
06/24/2012
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.
06/21/2012
The study includes case studies on leading families from around the world that show the risk process and strategic planning in action.