01/17/2023
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.
Family Office
01/16/2023
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.
01/16/2023
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.
01/12/2023
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.
01/10/2023
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.
01/10/2023
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.
01/10/2023
Eric Sarasin lands another mandate
Key Family Partners doesn't want to do without Eric Sarasin 's thick address book either.
01/09/2023
Asia Pacific Family Offices evolve to embrace new opportunities
Increased sophistication and higher expectations mean Family Offices should
01/06/2023
Linedata Services : Asia Pacific Family Offices evolve to embrace new opportunities
Increased sophistication and higher expectations mean Family Offices should consider outsourcing services providers.
01/05/2023
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
12/29/2022
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.
12/28/2022
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
12/22/2022
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?
12/21/2022
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
12/21/2022
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.
12/21/2022
Geneva private bank Cité Gestion merges with multi-family office
The combined entity’s assets under management are approximately CHF7bn, with 100 employees spread across four Swiss offices.
12/21/2022
Swiss private bank merges with multi-family office
Together, the two companies employ around 100 people at four locations in Geneva, Lausanne, Zurich and Lugano.
12/16/2022
Family Offices: Finding Common Themes Can Guide Advisors’ Support
Advisors will be well served if they keep these issues in mind as they market and tailor their services for ultra-high-net-worth clients and the family offices that guide them.
12/16/2022
STP Investment Services Acquires Leading Family Office and Wealth Advisory Fintech Solution, WealthSite
The acquisition brings STP’s AUA to over $400B and will accelerate the technology roadmap of the firm’s proprietary BluePrint platform
12/16/2022
KPMG says family offices can aid in regeneration
With business families in China being the youngest in the world, they should broaden their family offices to look beyond wealth management and take on additional functions such as governance, education and relationship management.