03/28/2022
Is setting up family office viable choice for the wealthy?
These resources may not be readily available to members who seek to expand their wealth and ventures.
03/28/2022
These resources may not be readily available to members who seek to expand their wealth and ventures.
03/23/2022
Goldman Sachs - and Champion - have been heavily involved in financing ATI Global in the past decade, most recently arranging a $1 billion refinancing.
03/22/2022
Germany’s biggest bank was also among the lenders to the family office whose collapse left rivals with $10bn in losses
03/18/2022
Only 34 percent of US family businesses have a “robust, documented and communicated” succession plan in place.
03/17/2022
Three people will service the needs of Swiss family offices.
03/16/2022
Wealth management veteran to bring new levels of personalized service to one of America's fastest growing wealth markets
03/15/2022
Often, priorities overlap, and we hear the same themes repeated time and time again in various iterations.
03/15/2022
Company Wins Top Award for Best Partnership Accounting System and Is Honored in the Best Family Office Service Provider and Best Family Office Technology Platform Categories
03/14/2022
These emerging investors are more discerning and require digital solutions to cater to their fast-paced lifestyle.
03/14/2022
More than three-quarters of family offices are invested in cryptocurrencies or planning to do so, according to BNY Mellon Wealth Management.
03/11/2022
To mark International Women’s Day this week ZEDRA’s Wendy Sim talks about her role in helping family home offices nurture female talent and how she sees her industry as helping to drive forward equality.
03/10/2022
Former heavyweight champion’s firm manages $100 million
03/09/2022
Danielle won Gold in the ‘Woman of the Year - Rising Star’ category at the Awards.
03/09/2022
Prestigious Annual Award Recognizes Innovation and Other Attributes
03/05/2022
Nearly three-quarters (73%) of family offices are involved to some degree in philanthropy
03/04/2022
CBA provides multi-family office and consulting services to high-net-worth individuals, families, and private foundations
03/04/2022
As Hong Kong continues to struggle with the pandemic, Singapore looks destined to become the region’s family office hub.
03/03/2022
Former Abbot Downing President Jack Ginter leaves Wells Fargo to create Callan Family Office, an independent wealth management firm that will serve the ultrawealthy and aims to compete with the big private banks.
03/03/2022
He has over 20 years of wealth management experience
03/02/2022
The values of older and new generations are increasingly difficult to reconcile.