08/13/2019
It delivers a wide range of services including objective financial counsel, trusteeship, lifestyle management, tax and estate planning, risk management, coordination of professionals, investment advice, and foundation management.
08/13/2019
The UHNWIs are a ballooning sector of the wealth pyramid
08/09/2019
Tax-wise, the most significant benefits available to investors are the 1031 exchange and 721 exchange.
08/08/2019
Founded in 2011, Waterfield works with family-owned businesses, trusts and endowments and single-family offices in several investment and non-investment-related areas.
08/06/2019
The report systematically specializes in competitive analysis of market that discloses prime competitors concerned in marketing and marketing of market merchandise.
08/04/2019
Secretive managers of wealth are turning to real estate and direct investment
07/30/2019
Jahangir Hajiyev was convicted of looting millions of dollars from a bank in Azerbaijan. Lawyers, investment advisers and a family office in London helped him spend his money.
07/28/2019
A conversation with 3 family offices that are investing in India from different locations have one common learning - Indian families are closed about their wealth & the way they want to invest it
07/28/2019
Family offices’ knowledge gap on commercial real estate can lead to sizeable losses if they are not careful.
07/28/2019
The reality, however, is that the majority of family businesses do not succeed into the next generation because they are not motivated and inspired to take the reins.
07/25/2019
Former Managing Director of Andbank to oversee Holdun’s expansion into the US market
07/25/2019
Hale is currently working as senior adviser to the family office team at PwC and as he’s being exposed to the family offices of Australia’s elites
07/23/2019
The number of family offices worldwide is up 38 per cent in the last two years to 7,300, says Campden Research
07/23/2019
Some key family office principles exist in this colorful tale.
07/23/2019
We are seeing that they want it hard-wired into the ethos of the family office now
07/23/2019
This increase is spurred by a number of factors, including those outlined by Dr Rebecca Gooch: “Asia Pacific and the Middle East, in particular, have experienced a surge of growth in business which is leading to a rise in the ultra-high net worth po
07/23/2019
One of the big points of contention between lawyers and single-family office executives is their fees.
07/22/2019
At the recent Global Manufacturing and Industrialization Summit (GMIS) in Yekaterinburg, Russia, this fourth revolution and everything around it took center stage.
07/19/2019
Today, families with family offices have proliferated, which may be related to the growth and concentration of privately held wealth.
07/18/2019
Determining purpose and having a robust investment strategy such as long-term asset allocation is vital for rich families, says family office executive