Managers of Wealth

Boutique multi-family offices take growth from banks

Of the top 10 fastest-growing firms ranked, only HSBC Private Wealth Solutions was part of a big bank with the other nine on the list boutiques.

Family Office Exchange Launches Two Major Benchmarking Projects

The New FOX MFO and Wealth Advisor Benchmarking StudyThis year FOX is adding a benchmarking study for Multi-Family Offices, wealth advisors who deliver integrated wealth advice to ultra-high net worth families.

Evolution of Family-Owned Businesses in the Arab Region

Some Arab family-owned businesses have built regional and international marquee brands by adopting international best practices.

Silver Bridge Expands Philanthropy and Foundation Service Capabilities with New Appointment

Silver Bridge today announced that it has expanded its strategic philanthropy and foundation service capabilities with the appointment of Susanne Salerno to Director of Foundation Services. Over the past three years, Silver Bridge has steadily built its p

US multi-client family office expands team

He comes to TAG from Palisades Hudson Financial Group, where he served as Chief Investment Officer, overseeing strategy and management of client investment portfolios and chairing the investment committee.

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.

Specter of higher US taxes may not spur family-business deals

Some people earning more than $200,000 a year also face a 3.8 percent Medicare surcharge on investment income.

The Y factor

Generation Ys are apparently best placed to communicate with older patriarchs or matriarchs of family businesses.

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.

Family office tech suitability highlighted

Family offices need to understand market obligations and construct their technology systems and strategy accordingly.

KMD targets £10m families with new service

The service will offer book-keeping and correspondence management for individuals and families, alongside wealth management and financial planning.

Single Family Office to Head Risk Panel at Family Office Conference

Counterparts to the likes of Bill Gates, Steve Jobs, Warren Buffet, Larry Ellison, Michael Dell and many more noted entrepreneurs will be in attendance.

Marcuard Family Office Utilizes MPI Quantitative Analytics

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.

Hyperion makes family office hire

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.

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.