02/03/2013
A Guide to the Family Office Employment Market
They may not quite resemble Winston Churchill’s concept of the former Soviet Union as “a riddle, wrapped in a mystery, inside an enigma.” At the very least, however, it would very difficult to disagree with the notion that family offices
01/31/2013
Ms. Mack is highly regarded as a thought-leader, renowned speaker and wealth-management industry event chairperson who is frequently invited to present at influential family office forums, conferences and private events all over the world.
01/22/2013
The UBS Global Family Office was launched in Europe and the Asia-Pacific region in January 2011 and currently manages more than USD 50 billion in assets.
01/17/2013
The Family Wealth Sustainability Toolkit is more than just a book.
01/16/2013
He has extensive experience working with family offices and wealth advisors. Since 1999, he has operated his own consultancy helping families set up and recruit for their Family Offices.
01/16/2013
He is one of a number of star hedge fund managers who has moved away from managing assets for pension funds or wealth managers and rich individuals and switched to running his own wealth.
01/10/2013
An Interview with Author and Consultant Arthur Bavelas
01/07/2013
"The Private Banking Division at Union Center National Bank provides unparalleled personal attention and an exceptional range of products and services, such as this new partnership."
01/07/2013
"We look forward to sharing our combined global wealth and investment management experience with clients of Forbes Family Trust.”
01/07/2013
Prior to joining Athena he was head of JP Morgan’s Private Wealth Management office on New York
12/13/2012
Interest is growing among Asian families for such assets, with cities such as London proving hot destinations, something property firms are also responding to.
12/13/2012
"We believe that, if a financial planner is to survive, they should really consider that."
12/13/2012
Geary highlights the example of UBS AG, Switzerland's largest bank. It has recently announced that it is going to charge clients for the privilege of depositing cash balances in Swiss francs.
12/13/2012
Geary highlights the example of UBS AG, Switzerland's largest bank. It has recently announced that it is going to charge clients for the privilege of depositing cash balances in Swiss francs.
12/10/2012
Since the onset of the financial crisis, family offices have shifted their allocations
12/09/2012
Single family offices are not required to register with the U.S. Securities and Exchange Commission.
12/05/2012
Assets under management for multiple family offices increased 68% between 2007 and 2011 to $777.3 billion, according to recent research released by Boston-based global research firm Cerulli Associates.
12/04/2012
In order to qualify for the exemption, a family office must claim the exemption by filing electronically prior to December 31, 2012.
12/03/2012
She joins Geller & Company from Deloitte's Private Company Services practice in New York where she spent more than seventeen years serving high net worth individuals and families
12/03/2012
She will also play a key role as part of the executive team of Geller Family Office Services, the firm's family office and wealth advisory business, and help guide its strategic direction.