11/24/2020
MAI Capital Management Acquires Family Office
Acquisition of St. Louis-based firm enhances MAI’s service for wealthy families and business owner
11/24/2020
Acquisition of St. Louis-based firm enhances MAI’s service for wealthy families and business owner
11/24/2020
An informative guide based upon the experiences of our award-winning family office team, it is designed to demystify family offices and act as a reference point for wealth professionals
11/23/2020
James Dyson and the couple behind hotpot chain Haidilao are among those who have set up units in the city state to safeguard their family fortunes
11/20/2020
A virtual event last week brought together ultra-high-net-worth individuals, family office staff/members and investors to discuss commercial real estate trends.
11/19/2020
Asia's family offices believe market volatility will dominate the coming few months, amid a fractious US presidential transition and resurging Covid-19 cases across the world.
11/18/2020
Most of them are set up as limited partnerships, a business format enabled by a law passed in the local legislature in August
11/18/2020
As many as 50 licensed family offices are operating in the city, two months after the Securities and Futures Commission issued the first licensing guidelines for the industry
11/17/2020
Sam Walton’s children Alice Walton, Jim Walton and S. Robson Walton are one of the wealthiest billionaires in the world with more than $60 billion of personal fortune each.
11/11/2020
Professor Sir John Bell, one of the UK Government’s scientific advisors went as far as suggesting; with some confidence, that the UK will return to normal by Spring.
11/05/2020
The U.S. played a significant role in the peace deal between the UAE and Israel.
11/03/2020
Family members often don’t have the knowledge to work through governance, legal, tax and succession issues and, therefore are looking for outside expertise.
11/03/2020
Withers has a host of top lawyers who deal with family enterprises, many of them family offices.
11/03/2020
Many banks and asset managers are slowing hiring or laying off workers throughout the pandemic.
10/30/2020
It will promote Fidelity’s own custody services to attract clients.
10/28/2020
Themed 'The Rise and Rise of Family Offices,’ the exclusive, invitation-only event features an action-packed agenda and a prestigious line-up of speakers.
10/22/2020
A FO will ideally want to remain agile and able to stay abreast of change from both within and outside of the family.
10/21/2020
In my experience, a family office manages its asset base based on knowledge and experience, and taking a risk-based approach to concentration risk.
10/20/2020
Family offices go above and beyond just managing a UHNI individual or family’s investment portfolio; their approach to wealth management has a much more personal and customized touch
10/19/2020
After Schroders acquired Sandaire last month, we examine whether smaller family offices are being squeezed out.
10/14/2020
HM Revenue & Customs’ powers to obtain information from financial institutions are set to increase, with the requirement for taxpayer or tribunal approval to be removed.