02/01/2023
PTCs integrate family offices into the trust structure, enabling family members to be directly involved in decision-making processes while also limiting the family’s liability and offering more control over their fiduciary structures.
01/31/2023
For instance, family offices are avid investors in healthcare and technology, and the majority of those we surveyed believe that artificial intelligence and machine learning-based companies will emerge and become industry leaders in drug discovery.
01/31/2023
Participants will be single-family office executives, Head of Private Equity or Head of Alternative Investment and the families that they support.
01/30/2023
This becomes important as families across generations are becoming global citizens and hence it is critical for their portfolio to be tracked in dollar terms.
01/27/2023
Judging by the news that Bernard Arnault has undertaken a review and shake up of senior roles with the appointment of his daughter, Delphine Arnault, as chief executive of Christian Dior, this is a family that is openly discussing and planning for success
01/27/2023
Leading the Singapore office is Daisy Ha who has been appointed as chief executive for the city-state.
01/26/2023
The offer will be headed by Edouard Tétreau, who joins as global chair of Edelman global families and vice president of Edelman France.
01/26/2023
Data Automation Heightens Cost Efficiency and Speeds Onboarding to Help Family Offices Take Advantage of Growing Market
01/25/2023
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
01/20/2023
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
01/18/2023
Firm will offer a range of private wealth services
01/17/2023
The decisive criteria for the best structure and jurisdiction will depend on the particularities of each family and their asset structure.
01/16/2023
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.
01/16/2023
They see these areas as offering shelter amidst market volatility and rising interest rates and inflation.
01/12/2023
In its latest report, the American bank's private wealth arm found that this figure had soared to 63 percent.
01/10/2023
Laying the foundation for an organization that will support the family and its legacy requires commitment to a process and regularly revisiting fundamental decisions.
01/10/2023
Survey respondents included family members, C-suite executives, investment professionals and other family office staff members.
01/10/2023
Key Family Partners doesn't want to do without Eric Sarasin 's thick address book either.
01/09/2023
Increased sophistication and higher expectations mean Family Offices should
01/06/2023
Increased sophistication and higher expectations mean Family Offices should consider outsourcing services providers.