Managers of Wealth

What Is A Family Office In 2022?

Although the concept of family offices has been around since the 6th century, modern family offices are often said to have been popularized by the family of JP Morgan

Family Offices Are Easy Prey for Hackers

Many of them are having clear trouble grappling with far-reaching changes in government regulation worldwide, including tax policy, and with rising levels of geopolitical uncertainty, as evidenced by the ongoing war in Ukraine.

London-based family office opens in Madrid

Its European headquarters will be led by a former UBS executive director

A Focus on Family Offices in the Asia Pacific

The Asia-Pacific has slowly but surely become a dominant player in the race to become a leading hub for Family Offices and in this white paper

DL Holdings Acquires Family Office To Accelerate Its Growth In Asset Management

The acquisitions will also bring a strong, stable and more sustainable driving force into its Impacting Investing Strategy.

Just 1 In 5 Family Offices Are Invested In Cryptocurrency

Cryptocurrency as an asset class is extraordinarily volatile.

'We can now start talking about M&As': multi-family office receives Finma licence

Investor Gestion is based in Geneva, and is actively looking to acquire other firms.

Bringing The Family Office Framework To Business Owners And Clients Of CPAs

He works extensively with accounting firms to help them optimize their financial and personal lives of their clients.

Family offices show strong interest in alternative investments

Driven by market volatility and the search for higher yields, family offices are raising allocation to alternative assets.

Family Office Considerations Relating to Partnership Audits

Since Family Offices may be in a position of management, this is a particularly sensitive issue for family office professionals.

How single family offices are balancing tradition and transformation

The EY Single Family Office study was commissioned to get to the heart of how SFOs perceive their own capabilities, where they see growth opportunities or market challenges and how they learn from best practices

Helping The Ultra-Wealthy Establish Family Dynasties

Because of these shared moral standards and objectives, there is a solid ongoing commitment to the ultra-wealthy family.

Single family offices face ‘accelerating’ tax, regulatory and economic policy disruption

A confluence of geopolitical uncertainties, economic trends and social forces are placing Single Family Offices (SFOs) under increasing pressure, according to a new study by EY.

Top Hong Kong Tycoon Expands Family Office

This includes senior investment manager Jacky Li who will be focused on deal execution and portfolio curator Jeffery Ho.

Yangzijiang Financial to Manage Family Office Funds

The fund will focus on growth opportunities in Asia’s middle-market businesses, with plans to invest mainly in companies at the growth or mezzanine stage and in need of a capital infusion

Starting on the Wrong Foot When Creating Family Offices?

Where to start? Let’s go back to the beginning and take a critical look at their origins.

Singapore imposes new rules on family offices

New rules that kicked in April 18 will mean that family offices, through which the ultra-wealthy manage their fortunes, face a stricter regime to enjoy tax-exempt incomes.

Holdun Family Office Wins Best Multi-Family Office for the 5th Consecutive Year

A family office like no other, adapting to changing markets and offering innovative investment solutions while remaining focused on helping clients manage all aspects of their financial lives.

Shifting horizons: How family offices are responding to Rapid Economic & Social Change

BNY Mellon’s unwavering commitment to serving today’s modern family office has led us to partner with The Harris Poll to produce this report.

‘Thrilled’ Appenzell family office obtains Finma licence

Egonon said the licence would elevate asset managers to a higher level of quality and provide investors with greater transparency.