Managers of Wealth

Help Family Office Clients Create an Employee Retention Plan

Keeping the right talent is critical to preserving the stability of the family’s wealth.

How do PTC’s offer a more holistic approach to succession?

Choosing a successor and planning for wealth handover isn’t only a simple question of structuring.

Studer Family Office buys software firm with 350 staff

The company's management will stay in place.

StanChart veteran joins multi-family office in Hong Kong

Danny Wong has joined Raffles Family Office as a managing director focusing on the Greater China region.

Family offices and other wealth managers face multiple threats

Report highlights several challenges along with opportunities for UHNWI-focused firms amid pandemic shift and generational trends

Zoom Time: What Family Offices Should Consider When Investing in Technology, Media and Telecommunicatiions

Whether it is an artificial intelligence, internet publishing, television production, media outlet or communication company, all are highly dependent on the value of the IP assets on their balance sheets.

Singapore family offices tackle Covid-19 challenges

Dexterous decision-making, clear responsibility, ESG commitment hold FOs in good stead

Raffles Family Office Seals Three-Year Partnership with Juventus

The partnership will see RFO and Juventus collaborate on a range of branding and marketing activations including exclusive incentives for RFO's ultra-high-net-worth clients, business partners and employees.

Mirabaud launches Brazil family office

The operation began once it was recently granted licenses from Brazil's Central Bank and its securities regulator.

The Family Office as Private Equity Investor

These results tell a story that’s hard for family offices to ignore; actively managing investments in private enterprises is an option worthy of consideration.

A new era for family offices?

Because different expertise is needed for each type of structure, and a family has global interests, hiring a team of experts in-house is expensive for the family office.

Entrust Family Office On Bringing India’s Ultra HNIs To The Startup Investments Table

Recently Infosys cofounder Kris Gopalakrishnan urged India’s wealthy set to look at startups as a serious investment opportunity and not just a trend.

A look at why Singapore is a preferred destination in Asia for family offices

Sivakumar Saravan and Liew Kin Meng of Crowe Singapore explore how the country’s favourable investment climate is attractive to ultra-high net worth individuals and families.

Family Office Inflows Drive Growth of SaaS Platform

Most platforms focus on public markets and liquid assets.

Outsourcing for family offices

The result is that ‘hybrid’ family offices – hiring a few key staff and outsourcing the rest of the work to service providers – are becoming increasingly popular.

Isle of Man's Boston family office acquires IQE

"As well as strengthening our expertise and broadening our client base, the acquisition will also enable us to offer additional services such as sponsoring securities for The International Stock Exchange."

Ocorian shortlisted for Multi-Family Office of the Year

The shortlisting comes after our success at last year's awards where we picked up the Multi-Family Office of the Year accolade.

Why HNIs end up being poor equity investors

Capital allocation, whether it be buying new factories, acquisitions, or starting new companies, is a high risk, high return endeavor, and successful business owners are masters of this.

Making money, doing good: How family offices marry asset management and philanthropy

Regardless of individual circumstances, cultural transformation is the ultimate goal. Rather than acting as a means to an end, ESG should inform the FO’s approach holistically.

A practical guide to setting up a family office in Jersey

The employees of the family office can then liaise with the family council for guidance in administering the family’s assets.