02/25/2022
Having access to data such as cash at bank and project costs evaluation would allow family offices to judge a situation in real time, enable them to make complicated decisions more easily, manage investment risk, and seize opportunities quicker.
02/18/2022
The new entity, called the «Goldman Sachs Partner Family Office,» offers the executives the same family-office services as Goldman clients.
02/15/2022
In 2021, SVB Capital and Campden Wealth found that families allocated 12% of their portfolios to venture, up from 10% a year ago.
02/14/2022
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.
02/10/2022
Many countries already mandate companies disclose beneficial owners and some, like the U.K., make the information public.
02/09/2022
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.
02/03/2022
Founded in 2011 by Rajan, Waterfield Advisors offers family office services, financial planning, strategy, investment management services, among other services.