09/28/2022
Philanthropy practices of the modern family office
Exploring the growing complexities of clients’ philanthropic activities.
Family Office
09/27/2022
Credit Suisse launches its inaugural Single Family Office Index and 2022 SFO Survey Report
Credit Suisse today launches its inaugural Single Family Office Index (Credit Suisse SFO Index), which tracks the financial asset performance of more than 300 SFOs across the regions
09/27/2022
WMI Eyes Major Demand for Family Office Programs
WMI also announced the co-development of a philanthropy guide on donor-advised funds with Private Banking Industry Group.
09/26/2022
Investing in Family Offices: Growth of Ultra-High Net Market Puts Tech Decisions in Spotlight
Opportunity awaits – for family offices that can handle it.
09/26/2022
Family offices shift strategy from growing to preserving wealth
Top concern among managers is smooth transfer of wealth to younger generation who may well have different priorities and risk appetites
09/21/2022
What Family Offices Can Learn From The Queen’s Succession Plan
In Family Offices where a Principal or Wealth Creator has multiple children, it is vital that in the event of death, the family has a single member of the family to call upon to lead.
09/20/2022
Three benefits of outsourcing your family office services
By contrast, those who take advantage of family office service providers can avoid several pitfalls, including time-constraints, a significant money drain and inflexibility.
09/20/2022
Billionaire Lukas Walton’s family office accelerates impact-investing push
Most foundations have 20% or less of their endowments in ESG or impact investments, so the 90% level sets a new benchmark for family offices and foundations.
09/16/2022
The Rising Generation’s Role in Family Offices
Although the next gen may be a long way from having a vote, give them a voice.
09/16/2022
Inflation Cited as Top Concern for Most Family Offices
Concerns over stubborn inflation, recession fears, and geopolitical uncertainty are the top economic concerns cited by family offices.
09/15/2022
Asia family offices less optimistic
Citi Private Bank survey shows Asian family offices second least optimistic when predicting returns for the next year.
09/14/2022
Asian family offices expand into alternatives
The demand from both older and newer generations of (U)HNWIs are spurring a development in private asset offerings for single and multifamily offices.
09/13/2022
UBP sees opportunities in Singapore’s growing family office landscape
The Swiss bank has benefited from the growth of family offices and its asset management service strengthens its overall investment platform, said Ranjit Khanna.
09/12/2022
How Accounting Firms Significantly Benefit From Working With Single-Family Offices
At the same time, there are certain types of clients and sets of services that are proving to be extremely profitable for accounting firms.
09/12/2022
Swiss boutique launches space economy fund for outperforming PM
As satellites become smaller and demand for data increases, this new strategy is positioned to tap strong growth.
09/09/2022
Key Family Wealth Business Advisory Services Awarded Best Thought Leadership For a Family Office From WealthManagement.com
Winners were selected from a record breaking 1,000 entries from more than 350 companies.
09/06/2022
For Superior Results, The Wealthy Need To Engage High-Performing Multi-Family Offices
The attractiveness of the family office model by the wealthy has not been lost on a plethora of professionals from wealth managers to lawyers and from accountants to insurance agents.
09/01/2022
Weilburg Family Office’s Launch of New Private Equity Module
The private equity module focuses on private clients, foundations, institutional investors and other family offices with a targeted investment volume in the private equity asset class starting at three million euros.
09/01/2022
Boston Multi Family Office announces new finance partner to support plans for further growth
Horizon Capital is a London-based specialist investor with a focus on technology and services.
08/31/2022
A new private investment model: Where families, capital and prosperity intersect
Many family offices are fortifying their strategic alliances with other family offices, cross-leveraging their respective skillsets and unlocking greater collective value.