09/11/2019
Support services for wealthy individuals are growing
Most recently it has been the turn of so-called ‘family offices’ – advisory firms that manage the affairs of super-rich individuals and dynasties.
09/11/2019
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.
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.