Managers of Wealth

Indian family offices expanding to Singapore and Middle East

Many wealthy Indian families today have members who reside in various jurisdictions and have different outlooks on family wealth," he added.

Family offices become financial titans

The growing ranks of billionaires’ in-house investment teams

Calgary business becomes first Canadian firm to receive international award

Algar notes that Alberta's cyclical economy and resulting mentality toward wealth holds important lessons in wealth management for all families regardless of income status.

UBS gets ultra-high-net-worth and family office clients to invest in Times Square tower

Construction on the 46-story tower known as TSX Broadway is set to begin in January

Family Offices Return to Their Roots

Kristi Kuechler of the Family Office Exchange describes a renewed focus on direct investing

This Miami-based firm has a $50 million minimum

Half of the $7.3 billion under management at WE Family Offices is from non-U.S. clients

Raffles Family Office: On the Road to Worldwide Expansion

We operate with an independence of thought and action, with a clear focus on sourcing the most suitable products on the market for our clients.

Family offices embrace real estate, eye further allocations

Overall, real estate is currently the third largest asset class component of family offices’ portfolios.

Canaccord Genuity invests in Family Office Networks

This investment will serve to strengthen Canaccord Genuity's distribution channel for new issues and other product offerings within its key verticals in capital markets and wealth management.

Triple recognition for Crestbridge Family Office team

The success of our clients really matters to us

Family office gains ground among India’s super rich

It also provides counselling and concierge services to family members, and enables a smooth transition of wealth from one generation to another.

Succession planning: Need of the hour for family offices

A report by Edelweiss Private Wealth Management and Campden Family Connect shows that only 19% of succession plans are written and formally agreed.

Akram & Associates continues to focus on emerging managers and US family offices

Pass-through entity owners can pay up to an effective tax rate up to 37 per cent on income.

Multi-family offices failing to meet Mifid II deadlines

Many believed that the regulation was not directly relevant to them, believing Mifid II would only impact much larger financial institutions.

A 'remarkable' year: our top 10 family office stories of 2018

We run through some of the family office stories that stole the headlines this year.

Co-Investing Appetite Rises for family Offices

“Trust is more important than anything for me,” the principal said.

Guernsey is on the map for family office moves

The focus is to move away from areas seen as tax havens to areas with a more robust framework, and a real focus and defensibility around using the locations.

Precision Options Strategies for the Ultra-High Net Worth Family Office

Such strategies can be especially effective when they’re targeted towards a specific sector/industry/market or country.

Florida shop acquired by Forbes family office

Transaction will expand Forbes Family Trust’s footprint in U.S. market through established presences in New York, Philadelphia and Palm Beach, Fla.

Sanctuary Wealth Partners Expands its Platform

"We are now fully equipped to strengthen our overall platform and provide best-in-class, customized strategies to our Advisors, their clients, and businesses.”