Managers of Wealth

Family offices ride the venture capital wave

In 2021, SVB Capital and Campden Wealth found that families allocated 12% of their portfolios to venture, up from 10% a year ago.

Family offices should consider multiplying their giving with impact investing

Impact investments however leverage on these financial resources to generate returns which can then be recycled into the investment; same pool of resources, but a recurring and sustainable impact.

Building An International Community Of HNW Individuals And Family Offices

DC Finance produces leading financial conferences in the U.S., U.K. and Israel reaching over 1,000 families worldwide who represent over 300 Billion USD.

5 Areas Family Offices Can Use Technology to Become the Choice of Multi-Generation Family Clients

The next generation i.e., millennials are on their way to taking over their family wealth.

Why are wealthy families allocating more of their portfolio to private equity?

Technology has become increasingly embedded into all segments of the economy.

Bill Kambas featured in Family Capital's "Family offices face regulatory hurdle with new transparency act"

Family enterprises can be so diverse, so unique and you need to answer some questions.

DeVos Heir to $5 Billion Amway Fortune Bets on Family Office

Politically prominent family has at least six investment firms

Family Offices Say Disclosure Plan Invites Theft, Kidnapping

Many countries already mandate companies disclose beneficial owners and some, like the U.K., make the information public.

Future Returns: Family Offices Ride the Venture Capital Wave

With US$621 billion in combined venture investments globally in 2021, according to New York-based market intelligence firm CB Insights, up from US$294 billion the year prior, it’s no surprise venture allocations are increasing.

Family offices’ investment in PE is about more than just asset allocation

Recent surveys put the figure of family offices investing in private equity at around 80%

Multi-family office Waterfield Advisors scoops up $6 mn in Series B round

Founded in 2011 by Rajan, Waterfield Advisors offers family office services, financial planning, strategy, investment management services, among other services.

How Impact Investing Could Move Family Offices Beyond ESG Screened Portfolios

This enables them to ethically leverage privately-owned capital to invest towards transformation and address our time's significant social and environmental challenges while also generating verifiable outcomes and profits.

Family-owned businesses: Skin in the game

At a time of lofty valuations, investing alongside entrepreneurs may provide investors with an interesting diversification angle.

Ex-Head of Family Office for $31 Billion Fortune Builds Firm

Helmut Jeggle has invested in at least 10 companies since 2020

How To Avoid The Multi-Family Office Bait And Switch

To be confident you are working with a multi-family office—and, more importantly, a high-performing multi-family office—you are going to have to take some initiative.

Reputation issues faced by HNW families all have one common link

But its remit doesn’t end there, says Matthew Fleming, the firm’s head of family governance and succession.

New family office rules are anticipated

The decisions on that could be issued as early as this week.

Paul Allen’s Family Office Spins Out $8 Billion Manager

Minimum client account will typically be $100 million

FOAHK Survey - Family Offices to Ramp Up ESG Allocations in 2022

Meanwhile, respondents from venture capital, investment service providers, and professional & legal service providers cited investments, risk management, and digital transformation as their top priorities.

Uruguay: a growing family office investment destination in Latin America

Virginia and Hector outline some key themes and discuss how Dentons’ presence in Uruguay and the firm’s specific practice specialties align with the needs of high-net-worth families and family enterprises and the key factors why more are being