02/13/2012

US-based wealth boutique bolsters family governance services

Reporting directly to Founder and Chief Investment Officer Kevin Harris, Day is responsible for coordinating governance efforts for client families through heir preparedness, financial literacy education, family meeting facilitation, and constitution and

02/03/2012

SGSS Italy secures custody mandate from BSI Wealth Family ‎

SGSS was retained by BSI SIM for its recognised expertise and efficiency, in particular its ability to rationalise and optimise post-trading services related to custody and settlement, as well as for its flexibility in adapting its services to clients&rsq

01/30/2012

Deadline Approaching for Family Office Compliance

One of the many regulatory changes brought about by the Dodd-Frank Wall Street Reform and Consumer Protection Act, this new “family office rule,” provides a broad exemption from SEC registration for many family offices.

01/09/2012

US-based family offices starts the regulatory countdown

If any family offices are still unsure about their exempt status, they need to act soon: Nonexempt family offices have until March 30 to either register with the SEC or restructure to conform with exemption requirements.

01/06/2012

Family offices turn to security services as wealth gap grows

More than 80 percent of 151 executive directors surveyed in the first half of 2011 indicated that they now provide such support compared with roughly 60 percent in 2009. Results are featured in "Safe & Sound - How Single-Family Offices Are Addres

01/04/2012

Family offices to increase collaboration in 2012

The London-based advisory group said structures that allow family investors to share knowledge and co-invest, such as investment committees and roundtables, will become more commonplace this year.