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.
01/05/2023
This risk is exacerbated when underlying investments aren’t aligned with long term goals
12/29/2022
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
Singapore’s Global Investor Programme offers permanent residency for wealthy families to relocate with pre-set investment, hiring requirements
12/22/2022
Would-be beneficiaries in tsunami of wealth transfer willing and eager to take over – but are they ready?
12/21/2022
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
The next generation of wealthy families is confronting a variety of challenges ahead of inheriting large fortunes, according to a report.
12/21/2022
The combined entity’s assets under management are approximately CHF7bn, with 100 employees spread across four Swiss offices.
12/21/2022
Together, the two companies employ around 100 people at four locations in Geneva, Lausanne, Zurich and Lugano.