Managers of Wealth

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

EisnerAmper Launches Family Office Technology Solutions

A Technology- and Data-Driven Offering for a Specialized Client Base

Family offices double down on ESG investing

Ultra-high-net-worth families in Asia are successfully marrying their focus on ESG with new technology as they step up their activity in private equity

Why three family offices invested in a Singapore ESG fund

The Circulate Capital Disrupt fund recently raised $25m from private investors.

What A Family Office Means For Ultra-Wealthy Women

Amy Hart Clyne: Pitcairn is a full-service family office helping families navigate the challenges and opportunities created by the interplay of family and financial dynamics.

Hong Kong single family office expands to Dubai

Tsangs Group has launched a new office at the Dubai International Financial Centre.

Covid cramps talent hunt at Asian family offices

Travel curbs, cost pressures, liquidity management challenge operating capabilities

CI Financial to Acquire Canada’s Leading Multi-Family Office

The firm manages approximately $2.2 billion of investment assets and $9 billion of family net worth on behalf of clients

Jersey Finance on the fast-changing world of family offices

Jersey Finance’s UK director, Robert Moore, sees this as a sign that family offices will be increasingly ‘focused on making a positive impact across the board’.

Madrid-based GuruCall picks up an additional €500k for its business advice marketplace

The premise behind the platform is to enable budding entrepreneurs and founders to access business advice and have the opportunity to learn from seasoned market professionals.