07/13/2018
Family offices maintain equity allocations: Study
Survey participants reported a 13.9% average portfolio return for 2017
Family Office
07/13/2018
Chilean Family Offices See Growth
Most family offices are growing, have an optimistic view of the economy going forward and are eager to invest abroad, according to a survey of Chilean family offices by Ameris Capital and a local media outlet.
07/12/2018
View asia pacific australia's banking trust crisis spur new family offices
This abuse of trust and ‘product-pushing culture’ was exactly what emerged over a decade ago in the northern hemisphere following the global financial crisis.
07/11/2018
Eric Sturdza Takes Over Family Office
The business would represent Sturdza's fourth arm, after private banking, asset management, and investment management.
07/10/2018
Financial Poise Congratulates Diamond Wealth Strategies on Strategic…
Financial Poise congratulates Faculty Member Ron Diamond on Diamond Wealth Strategies’ entry into a strategic partnership with Madeira Global.
07/10/2018
The Hot Asset Class for Family Offices
As the number of family offices grows, so does their clout in venture capital.
07/10/2018
Family Office Networks partners with tax and advisory services firm.
Our families will be able to count on them anytime they need help
07/10/2018
Ex-Odey wealth director opens up family office to market
Joining him are former Odey colleague Chris Stewart and ex-Goldman Sachs director Andrew Cox.
07/06/2018
‘Now, firms are built to be sold for a value in 10-15 years’
Benaifer Malandkar on the benefits of setting up a family office for wealthy families, why wealth in India is growing and more.
07/02/2018
Family office sells 40% stake as it hires ex-UBS M&A star
LJ Partnership advises on client assets of around £11 bilion
07/02/2018
Mediatrix Capital Honored as Best Family Office Asset Manager
A select few individuals and teams are recognized at our Global Family Office Summits and this year's award to Mediatrix Capital is quite well-deserved.
06/29/2018
How To Avoid IRS Challenge On Your Family Office
Before you go in that direction, it’s wise to learn the lessons of the Lender Management court case from December 2017, which is one of the first on family offices.
06/28/2018
SEI Archway's Growth Continues in Family Office Business
Expansion Highlights Market Momentum and One-Year Anniversary as Part of SEI
06/27/2018
Family Office Competition Heats Up with Boutique Luring Top Bankers
The latest entrant is from Cresset Capital Management, an investment firm started by former private equity executives in Chicago.
06/26/2018
The Family Office Shuffle And How To Avoid Getting Less Than You Are Expecting
The family office shuffle is when a financial or investment advisory firm holds itself out as a multi-family office but either does not offer non-investment expertise or does so in a very limited and ineffectual way.
06/22/2018
3 Influential Family Offices in India
There are more than 90 single-family offices in India collectively managing over $100 billion in wealth
06/21/2018
How Asian families can get exposure to impact investments
It is important for them to gain specific sector experience
06/20/2018
Real Estate Co-Investment Partnership Clubs For Family Offices
The greatest opportunities in real estate are often deals that are off-market
06/15/2018
Should You Start a Family Office?
Families must consider the costs of running their own family office and weigh the benefits against those offered by traditional wealth management firms.
06/13/2018
UBS Group expects family office growth in Asia to continue
Asia's ultra-rich are increasingly looking for more complex and global investments as a record number of patriarchs cede control to the next generation.