03/16/2022
Pitcairn Expands Innovative Family Office Strategy
Wealth management veteran to bring new levels of personalized service to one of America's fastest growing wealth markets
03/15/2022
Often, priorities overlap, and we hear the same themes repeated time and time again in various iterations.
03/15/2022
Company Wins Top Award for Best Partnership Accounting System and Is Honored in the Best Family Office Service Provider and Best Family Office Technology Platform Categories
03/14/2022
These emerging investors are more discerning and require digital solutions to cater to their fast-paced lifestyle.
03/14/2022
More than three-quarters of family offices are invested in cryptocurrencies or planning to do so, according to BNY Mellon Wealth Management.
03/11/2022
To mark International Women’s Day this week ZEDRA’s Wendy Sim talks about her role in helping family home offices nurture female talent and how she sees her industry as helping to drive forward equality.
03/10/2022
Former heavyweight champion’s firm manages $100 million
03/09/2022
Danielle won Gold in the ‘Woman of the Year - Rising Star’ category at the Awards.
03/09/2022
Prestigious Annual Award Recognizes Innovation and Other Attributes
03/05/2022
Nearly three-quarters (73%) of family offices are involved to some degree in philanthropy
03/04/2022
CBA provides multi-family office and consulting services to high-net-worth individuals, families, and private foundations
03/04/2022
As Hong Kong continues to struggle with the pandemic, Singapore looks destined to become the region’s family office hub.
03/03/2022
Former Abbot Downing President Jack Ginter leaves Wells Fargo to create Callan Family Office, an independent wealth management firm that will serve the ultrawealthy and aims to compete with the big private banks.
03/03/2022
He has over 20 years of wealth management experience
03/02/2022
The values of older and new generations are increasingly difficult to reconcile.
02/28/2022
The next-generation of family offices in Asia are taking a fresh look at asset classes, as interest turns away from traditional investments and towards exciting new ventures.
02/25/2022
The dawn of a new data era for family offices
Having access to data such as cash at bank and project costs evaluation would allow family offices to judge a situation in real time, enable them to make complicated decisions more easily, manage investment risk, and seize opportunities quicker.
02/25/2022
A New Generation is pushing Family Offices into Crypto
But families will have to balance issues like energy-intensive crypto mining with environmental concerns.
02/24/2022
The survey found three-in-four family offices are engaging with cryptocurrencies by either investing in or exploring them, while 23% have no exposure and are not interested.
02/23/2022
Family Offices See Next Leaders Ceding Profit in Succession Rift
Most family offices had trouble getting qualified executives