09/13/2019
What Are The Hot Investment Tnvestment Families Are Chasing?
Some of the trends Mehta Ventures, the family office in India, identified included more family offices looking for direct investments across various sectors.
09/13/2019
Some of the trends Mehta Ventures, the family office in India, identified included more family offices looking for direct investments across various sectors.
09/13/2019
Families of significant wealth want to preserve and grow their wealth
09/12/2019
This licence permits the family office to conduct its operations and also to employ and engage people within the business.
09/11/2019
Most recently it has been the turn of so-called ‘family offices’ – advisory firms that manage the affairs of super-rich individuals and dynasties.
09/10/2019
Money and family have always been a potent combination, but new challenges, from cybersecurity to market volatility, are complicating the mix. It’s never been so important to have the right experts on your side.
09/09/2019
Consequently, many family firms’ markets could vanish or change beyond recognition over night.
09/06/2019
Family offices represent some of the highest-profile names in business, from George Soros to Michael Dell.
09/05/2019
Has a strong culture, an enviable array of services and unrivalled experience in counselling families across the entirety of their wealth.
09/01/2019
MAS is working closely with the EDB to build a strong network of family offices in Singapore.
08/28/2019
One would be forgiven for expecting that smaller bets would be easier than larger ones for major institutional investors, because after all, there's not much capital at risk.
08/28/2019
Jonathan Williams and Kevin Curtis will open office in Harrisburg, Pa. for Summit Trail Advisors
08/22/2019
The $650 million firm was founded in 2007 by Juan Rius, who will continue as its president, and specializes in advising high net worth families.
08/19/2019
Many families have experienced precisely this problem and it has often come as a shock.
08/19/2019
Jeremy Arnold discusses how much a liquid assets may be needed and the challenges some families face.
08/15/2019
Plans to bolster its advisory platform, broaden geographical reach and improve its operating platform
08/13/2019
Singapore has been very clever in the way it has attracted - and is attracting - family offices.
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.