Managers of Wealth

Single-Family Offices Report Challenges in Regulation, Investments and Security

“New regulatory rules requiring many family offices to register with the Securities and Exchange Commission

Rich Families Cut Back on Buyout Firms for Direct Deals

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.

Trends and Developments in the Private World of Family Offices

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.

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.

Kanaly Trust to Enter Partnership with Lovell Minnick

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.

Huge growth potential for Asia's family offices

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.

Almost a third of Family Office time spent on accounting and reporting

The report titled "Financial Reporting in the Family Office: Elevating the Conversation" was developed by FOX in conjunction with Advent Software

Threshold Group launches new wealth management offering

Designed for Private Families in the $5-50 Million Wealth Bracket

US Family Office appoints new CEO

He succeeds Maria Elena Lagomasino who has announced plans to leave the firm.

Rothstein Kass Opens Boston Office

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.

Fairfax family office Cambooya Services appoints new CEO

She has additionally taken the role of CEO for the Vincent Fairfax Family Foundation, vacated when Dr. Sue-Anne Wallace retired earlier this year.

First Middle East Philanthropy Awards launched

The Arab region of the Middle East is now an acknowledged centre of global philanthropic efforts.

FT survey says family offices favour developed world

The investing habits of traditionally secretive family offices have been revealed in a Financial Times Group report, carried out in conjunction with RDS Capital.

It’s Easier for Families to Make Money Than it is to Keep it

A new study by Saybrook University scholar Dennis Jaffe shows why – and what to do about it.

UBS WM star quits to launch Midlands multi-family office

Sorbus is targeting clients with investable assets of around £50 million

Emerging market family office joins Wigmore Association

"The growing importance of South America, and Brazil in particular, “on the world economic stage is undeniable”

US hedge fund to become a family office

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.

Holistic model: Developing world wealth drives growth sector

Think of the term “family office” and a number of images will enter your mind; oak-panelled rooms, exclusive client lists and imposing offices. But the family office has come a long way since emerging in the US during the 19th century.

Over 75 Percent of Ultra-Wealthy Estate Plans Are at Least Three Years Old - RESEARCH

Survey of Single-Family Office Executive Directors Reveals Nearly 95 Percent of Clients Have Experienced Significant Changes Since Estate Plans Were Drawn Up

Iveagh strengthens retail focus with new Board line-up

Lord Iveagh, chairman, comments on the new Board appointments: “The Guinness family is committed to offering the retail market a fund proposition of the highest integrity which reflects their own philosophy on investment, and they also recognise th