03/20/2012
The report is based on data provided by over 300 family businesses and identifies a number of characteristics of family businesses, the issues that they are faced with and the challenges created by family involvement.
03/09/2012
Under the new direct co-investing platform, Fore will find investments and carry out due diligence, as well as conduct negotiations.
03/09/2012
Nichols, who has conducted research and written extensively on the challenges unique to business-owning families, will discuss the ownership challenges of shared family wealth in her presentation "Understanding High Net Worth Clients."
03/06/2012
In addition to these duties, Mr. Fisher will serve as a Faculty Advisor for the Silver Bridge Institute, bringing educational content to families and family office professionals, and helping to support the expansion of the Silver Bridge Center for Family
02/28/2012
The new fund will finance about half of the assets with loans, a ratio that will allow it to buy as much as 100 billion yen of properties, he said.
02/21/2012
UBS AG’s Global Family Office division aims to begin serving 25 clients in Asia this year, with assets of at least $200 million each, Amy Lo, managing director and head of ultra-high net worth, Asia-Pacific, told journalists in Singapore today.
02/15/2012
The award, which recognizes the firm's achievements in the over $2.5bn category, honors those that have successfully served high-net-worth individuals and families in an increasingly complex economic and legislative environment.
02/13/2012
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