06/12/2019
A single-family office ("SFO") typically refers to a legal entity which manages assets for or on behalf of only one family and is wholly owned or controlled by members of that same family.
06/10/2019
Over the last 10 years, the number of family offices around the world has been significantly increased and this trend is expected to continue in the future. Family …
06/10/2019
Family office adds director to Global Business Development team
King joins from the international wealth management division of Royal Bank of Canada
06/07/2019
Some ultra-rich investors are spurning private equity funds to go direct — which means visibility.
06/07/2019
“The reason a smaller firm can compete so well in the wealth management space now is that you don’t have to vertically integrate and build all of your digital,” he said, according to the news service.
06/05/2019
Rockefeller Capital expands family office in San Francisco
"Bruce and his team bring extensive wealth and investment planning knowledge that can be augmented by the comprehensive family office expertise at Rockefeller, including tax, lending, portfolio construction and trust and estate services," he add
05/31/2019
The structure and nature of compensation is evolving as the family office industry matures.
05/29/2019
Swiss firm partners with Brazil advisors for offshore services
The company is in conversations with over 45 firms and is seeking to have 200 partnerships by year-end, said Vinicius Geromel, a portfolio manager at the firm who is leading the effort.
05/29/2019
These are the ‘internal drivers’ that are proactively shaping family office behaviours.
05/28/2019
Today, the requirements of families can be complex, often global and increasingly digital with families often behaving as if they are institutions in their own right. T
05/24/2019
David Tepper Sees Path for Family Office
Tepper founded Appaloosa in early 1993, aggressively trading his own personal account in hopes to lure third-party capital.
05/24/2019
Rise of Islamic Finance Helps Muslim Family Offices Make Investments True To Faith
The laws encourage an emphasis on risk sharing instead of a direct return on investments.
05/22/2019
Christopher Wilson will consult with Golden Equator Wealth’s clients to help them understand the benefits of philanthropy and implement it in their family office
05/14/2019
This is an attractive asset category, but a risky one.
05/08/2019
In this article, we introduce topics such as self-dealing and excess business holdings in the context of making an investment in a family office vehicle so that practitioners are able to issue spot and obtain the right advice.
05/06/2019
As Family Offices look to diversify their investments and increase yield, will investments in collateralised loan obligations (CLOs) serve as a good form of alternative investment for Asian Family Offices?
05/02/2019
Sandaire Real Estate will provide strategic portfolio, transaction and asset management services and advice
04/29/2019
This publication is embarking on a major new partnership with Highworth Research to deliver data on the fast-growing single family office sector.
04/24/2019
This should include the tangibles such as these few examples of many we recommend: Controller with “X” years of public accounting experience servicing high-net-worth individuals.
04/24/2019
There are many "acknowledged best practices" in the world of single-family offices.