Managers of Wealth

Creating the Family Office Framework: Three Keys to RIA Success

Clients increasingly expect white-glove concierge services from their advisors.

Singapore Adds Hundreds of Family Offices in 2024

In total, 1,650 single family offices have been awarded tax incentives, up from 1,400 at end-2023 and 400 in 2020.

Deutsche's Rocchi 'not into loss leaders' on family office business

Private banks need to ensure family offices clients are profitable and not just sat in cash, says Deutsche's head of ultra-high-net-worth individuals and family office investment advisory, emerging markets.

Experimentalness: Is This The Key To Family Office Innovation Across Generations?

The real task with intergenerational wealth is navigating the complex values, ambitions, and approaches that each generation brings to the table.

Singapore’s wealth management sector growing, as single family offices balloon to 1,650

An SFO manages assets belonging to only one family.

Family offices confident recent growth in wealth will continue

More than nine in ten (92%) of those who have seen asset values increase expect even more growth over the next five years with 48% expecting dramatic increases.

Geopolitical risk prompts family offices to diversify investments

Municipal bonds tend to be very liquid instruments and are exempt from federal tax but can also be exempt from state and local taxes.

Family offices poised to outgrow hedge funds

The rise of family offices reflects two broader economic trends: technology and globalization, both of which have increasingly led to wealth being concentrated at the top.

Opportunities for S’pore as family offices look to hire outside talent amid wealth transfer to heirs

In-depth interviews were also conducted with 15 senior family office executives in the region.

Ultra-wealthy pinpoint Gulf to set up family offices

Wealthy individuals in North America and Asia are increasingly investigating setting up family offices in the Middle East as they seek to take advantage of the growth opportunities in the region and the Gulf’s desire to increase foreign direct inves

Crestbridge Rising Star Recognised in National NextGen Leaders List

Stephanie has over 11 years’ experience in dealing with complex and sensitive structures on behalf of global families.

McKinsey: Hong Kong & Singapore have 4,000 single-family offices

Banks, MFOs, insurers and WealthTechs will have a role to play in supporting Asia family offices through a period of historic wealth transfer.

Asia–Pacific’s family office boom: Opportunity knocks

UHNW families are expected to account for about 60 percent of the total wealth transfer (Exhibit 1), and many are setting up family offices to facilitate the process.

Breaking The 3rd-Gen Curse: How Family Offices Are Evolving Today

Governance is a word that gets thrown around frequently, but for seasoned professionals, the importance of a robust, well-structured governance system cannot be overstated.

Hong Kong dedicated to developing family office businesses for philanthropy: John Lee

City can provide philanthropists with wealth management tools and channel their resources into initiatives, Lee adds

Family offices now rival hedge funds as a way for the ultra-rich to hoard their wealth

The number of family offices has dramatically increased in recent years

Family offices are about to surpass hedge funds, with $5.4 trillion in assets by 2030

They’re expected to top $5.4 trillion in assets by 2030, projecting them to have more assets than hedge funds in the coming years.

Eton Solutions Launches EtonGPT™, World's First Generative AI Platform for Family Offices

The platform will enable wealth managers to achieve 2 to 4X increase in operational efficiency

Deloitte Private’s latest report in its Family Office Insights Series

The family office arena has been growing rapidly

Wealth held by family offices set to nearly double by 2030 amid global ‘explosion’

Deloitte Private's in-depth study into the global family office sector found a drive to increase professionalism and expand internationally to take advantage of investment opportunities