10/21/2012
As Penta Daily’s readers will recall, the SEC drafted new family office rules in July, 2011 to make sure family offices didn’t get caught up in the onerous Dodd-Frank regulation targeted at investment advisors.
10/21/2012
The reason this esoteric and rather arcane estate planning device has once again become popular is because of the scheduled end of the $5.12 million gift tax exemption
10/21/2012
Qatar Financial Centre enacts new single family office regulations
The Qatar Financial Centre Authority 'QFC Authority' has announced today that important new Regulations have been issued governing special purpose companies, holding companies and single family offices operating in or from the QFC.
10/17/2012
“New regulatory rules requiring many family offices to register with the Securities and Exchange Commission
10/17/2012
Single-family offices are investing directly because of declining fund returns and concerns that some outside managers charge high fees and may have conflicts of interest, according to Wharton.
10/15/2012
Single family offices are keeping vast amounts of capital on the sidelines, both to be ready for future opportunities but also because they are looking for a safe haven.
10/10/2012
Leading family office appoints new CEO
was instrumental in implementing the firm's industry-leading open architecture strategy and has spearheaded several operational changes that have contributed to the success of both the firm and its clients.
10/09/2012
Kanaly Trust has offered independent investment advice to its clients for over 35 years by combining financial planning, trust and estate services with a best-of-breed approach to outside manager selection.
10/07/2012
THERE are about 150 to 200 family offices in Asia, according to industry estimates, each managing at least US$200 million, while globally, there are more than 2,500 family offices.
10/04/2012
The report titled "Financial Reporting in the Family Office: Elevating the Conversation" was developed by FOX in conjunction with Advent Software
10/04/2012
Designed for Private Families in the $5-50 Million Wealth Bracket
10/04/2012
US Family Office appoints new CEO
He succeeds Maria Elena Lagomasino who has announced plans to leave the firm.
10/02/2012
The full Boston expansion comes shortly after a team of 16 family office professionals joined Rothstein Kass from Boston-based JDJ Associates in late July.
10/02/2012
She has additionally taken the role of CEO for the Vincent Fairfax Family Foundation, vacated when Dr. Sue-Anne Wallace retired earlier this year.
10/01/2012
The Arab region of the Middle East is now an acknowledged centre of global philanthropic efforts.
10/01/2012
The investing habits of traditionally secretive family offices have been revealed in a Financial Times Group report, carried out in conjunction with RDS Capital.
09/30/2012
A new study by Saybrook University scholar Dennis Jaffe shows why – and what to do about it.
09/27/2012
Sorbus is targeting clients with investable assets of around £50 million
09/26/2012
"The growing importance of South America, and Brazil in particular, “on the world economic stage is undeniable”
09/26/2012
The New York-based firm, which manages about $300 million (€233.3 million), is reportedly struggling to raise capital and will start returning money to its clients in October. It plans to be converted to a family office in 2013.