Managers of Wealth

Edelman Builds Out Global Families Practice In Paris

The offer will be headed by Edouard Tétreau, who joins as global chair of Edelman global families and vice president of Edelman France.

New Partnership Integrates Alkymi Automation into Ledgex Platform to Raise Family Office Efficiency and Performance

Data Automation Heightens Cost Efficiency and Speeds Onboarding to Help Family Offices Take Advantage of Growing Market

The Charles Schwab Corporation Expands Capabilities to Serve Multifamily and Single Family Offices Through Acquisition of The Family Wealth Alliance

Schwab Advisor Services and The Family Wealth Alliance will continue mutual focus on building community and offering value-added knowledge and resources for multifamily and single family wealth firms

Strong growth predicted in the family office sector and an increased focus on alternatives

In terms of other trends Ocorian is seeing in the family office space, it cites a significant increase in the number of family offices being set up due to the growing population of younger, sophisticated ultra-high net worth individuals, especially from s

Family office sets up shop in Monaco

Firm will offer a range of private wealth services

BVI funds for families

The decisive criteria for the best structure and jurisdiction will depend on the particularities of each family and their asset structure.

European Family Office Report: Uncertain times lead to certain measures with increased focus Private Equity

With soaring inflation, increasing interest rates, collapsing stock markets and imminent recessions, family offices have shown typical adaptability when adjusting the mix of their portfolios to deal with a more difficult environment.

Family Wealth Report: Family Offices Smile On Private Debt – Survey

They see these areas as offering shelter amidst market volatility and rising interest rates and inflation.

JPMorgan: Family Office Institutionalization Rapidly on the Rise

In its latest report, the American bank's private wealth arm found that this figure had soared to 63 percent.

The Building Blocks of a Durable Family Office

Laying the foundation for an organization that will support the family and its legacy requires commitment to a process and regularly revisiting fundamental decisions.

Deal flow top priority for family offices in 2023, according to Dentons Family Office Direct Investing Survey

Survey respondents included family members, C-suite executives, investment professionals and other family office staff members.

Eric Sarasin lands another mandate

Key Family Partners doesn't want to do without Eric Sarasin 's thick address book either.

Asia Pacific Family Offices evolve to embrace new opportunities

Increased sophistication and higher expectations mean Family Offices should

Linedata Services : Asia Pacific Family Offices evolve to embrace new opportunities

Increased sophistication and higher expectations mean Family Offices should consider outsourcing services providers.

Will Tech Help Family Offices Thrive In Spite of Market Headwinds?

This risk is exacerbated when underlying investments aren’t aligned with long term goals

Hong Kong Should Catch Up With Singapore in Attracting Family Offices

In particular, it should attempt to cut the gap that has risen between the city and Singapore, given the latter is now the top choice in the Asia Pacific region and ranks as one of the top five countries worldwide for wealthy investors.

Cash-for-residency scheme: time for Hong Kong to catch Singapore in family office programme, consultants say

Singapore’s Global Investor Programme offers permanent residency for wealthy families to relocate with pre-set investment, hiring requirements

Family offices and next-gen individuals aren't eye-to-eye on succession, says study

Would-be beneficiaries in tsunami of wealth transfer willing and eager to take over – but are they ready?

Eton Solutions Highlights 2022 Momentum and Milestones Toward Modernizing Family Office Technology and Process Automation Globally

2022 Was a Year of Product Innovation, Industry Recognition, Market Growth, and Expansion for the Creator of the AtlasFive Technology Platform for Family Offices

Heirs to $19B Face Succession Doubts From Family Offices

The next generation of wealthy families is confronting a variety of challenges ahead of inheriting large fortunes, according to a report.