05/02/2019
Sandaire continues diversification with the launch of Sandaire Real Estate
Sandaire Real Estate will provide strategic portfolio, transaction and asset management services and advice
05/02/2019
Sandaire Real Estate will provide strategic portfolio, transaction and asset management services and advice
04/29/2019
This publication is embarking on a major new partnership with Highworth Research to deliver data on the fast-growing single family office sector.
04/24/2019
This should include the tangibles such as these few examples of many we recommend: Controller with “X” years of public accounting experience servicing high-net-worth individuals.
04/24/2019
There are many "acknowledged best practices" in the world of single-family offices.
04/16/2019
Davies joins from Close Brothers Asset Management where he served in a similar position for the last seven years.
04/16/2019
One group serves as proprietary trading vehicles for the 63-year-old founder; the other holds outside capital as well a smaller portion of Paulson’s money.
04/11/2019
The services will be provided through Hottinger Art, set up by Melanie Damani who moved to the firm last year.
04/09/2019
To support that goal, it gave a commitment to develop and hone the regulatory and legal approach to provide the most supportive environment globally for the servicing of private capital and wealth.
04/09/2019
To support that goal, it gave a commitment to develop and hone the regulatory and legal approach to provide the most supportive environment globally for the servicing of private capital and wealth.
04/08/2019
Dealing with engagement, succession and communication appropriately, while also ensuring that your family office has a greater purpose that is clearly defined can be hugely challenging.
04/02/2019
The immediate area near the property has one of the strongest demographic profiles within the Des Moines MSA.
04/01/2019
Hong Kong-based Raffles Family Office is one such player that has chosen to allocate a small portion of its $1.5b AUM into the startup space
03/27/2019
Tamarind Partners, Inc. was recognized by the judges for its unstinting contribution to the industry in terms of the quality of the thought leadership among the company's principals.
03/27/2019
This launch supports Sandaire’s long-term growth strategy by broadening its offering to clients, and closely follows the launch of Sandaire Corporate Finance earlier this month.
03/27/2019
Everything from asset tracking, contract reviews, and bill pay, to name a few, to lifestyle and family management services, such as property management, appointment setting, and travel research.
03/21/2019
When an accounting firm creates a dedicated business line to address the needs of very wealthy clients, there is substantial evidence that it can increase the firm’s overall profitability
03/21/2019
Family offices are private wealth management advisory firms that serve ultra-high-net-worth investors.
03/14/2019
The deal allows the family office to offer its relationship managers and clients automated account aggregation and analytics.
03/14/2019
The past decade has seen the growth of the family office as a separate legal entity to manage the assets of families, coordinate multi-generational planning and philanthropic activities and otherwise act as stewards for family assets.
03/12/2019
Then you recall reading about how many family offices are located overseas and their frequent interest in real estate as an investment vehicle.