09/16/2024
Private banks need to ensure family offices clients are profitable and not just sat in cash, says Deutsche's head of ultra-high-net-worth individuals and family office investment advisory, emerging markets.
09/16/2024
The real task with intergenerational wealth is navigating the complex values, ambitions, and approaches that each generation brings to the table.
09/16/2024
An SFO manages assets belonging to only one family.
09/13/2024
More than nine in ten (92%) of those who have seen asset values increase expect even more growth over the next five years with 48% expecting dramatic increases.
09/13/2024
Municipal bonds tend to be very liquid instruments and are exempt from federal tax but can also be exempt from state and local taxes.
09/12/2024
The rise of family offices reflects two broader economic trends: technology and globalization, both of which have increasingly led to wealth being concentrated at the top.
09/11/2024
In-depth interviews were also conducted with 15 senior family office executives in the region.
09/11/2024
Wealthy individuals in North America and Asia are increasingly investigating setting up family offices in the Middle East as they seek to take advantage of the growth opportunities in the region and the Gulf’s desire to increase foreign direct inves
09/10/2024
Stephanie has over 11 years’ experience in dealing with complex and sensitive structures on behalf of global families.
09/09/2024
Banks, MFOs, insurers and WealthTechs will have a role to play in supporting Asia family offices through a period of historic wealth transfer.
09/09/2024
UHNW families are expected to account for about 60 percent of the total wealth transfer (Exhibit 1), and many are setting up family offices to facilitate the process.
09/09/2024
Governance is a word that gets thrown around frequently, but for seasoned professionals, the importance of a robust, well-structured governance system cannot be overstated.
09/09/2024
City can provide philanthropists with wealth management tools and channel their resources into initiatives, Lee adds
09/06/2024
The number of family offices has dramatically increased in recent years
09/06/2024
They’re expected to top $5.4 trillion in assets by 2030, projecting them to have more assets than hedge funds in the coming years.
09/04/2024
The platform will enable wealth managers to achieve 2 to 4X increase in operational efficiency
09/04/2024
The family office arena has been growing rapidly
09/02/2024
Deloitte Private's in-depth study into the global family office sector found a drive to increase professionalism and expand internationally to take advantage of investment opportunities
08/30/2024
Satyen Patel began by expressing his gratitude to the attendees, acknowledging the challenges of navigating Mumbai’s traffic and weather to be present.
08/30/2024
Accounting, Administrative, Household Services Rank as Highest Needs