Managers of Wealth

Family Offices See New Challenges to Succession Planning

The values of older and new generations are increasingly difficult to reconcile.

The Gen Y factor: how a new breed are reshaping family portfolios

The next-generation of family offices in Asia are taking a fresh look at asset classes, as interest turns away from traditional investments and towards exciting new ventures.

The dawn of a new data era for family offices

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.

A New Generation is pushing Family Offices into Crypto

But families will have to balance issues like energy-intensive crypto mining with environmental concerns.

Family offices embrace crypto: BNY Mellon

The survey found three-in-four family offices are engaging with cryptocurrencies by either investing in or exploring them, while 23% have no exposure and are not interested.

Family Offices See Next Leaders Ceding Profit in Succession Rift

Most family offices had trouble getting qualified executives

Jarden raises $56 million from family offices

The term sheet invited family offices known to the firm in Australia and New Zealand to bid for allotments of at least $200,000.

Family offices should consider multiplying their giving with impact investing

Any additional financial resources required by the hospital for its ongoing operations would then have to be funded by its own revenue

Goldman Creates Family Office for Its Executives

The new entity, called the «Goldman Sachs Partner Family Office,» offers the executives the same family-office services as Goldman clients.

Making family offices your go-to source of capital

The money is often long term and can come with sector expertise, specialists say.

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%