04/09/2019
To support that goal, it gave a commitment to develop and hone the regulatory and legal approach to provide the most supportive environment globally for the servicing of private capital and wealth.
04/09/2019
To support that goal, it gave a commitment to develop and hone the regulatory and legal approach to provide the most supportive environment globally for the servicing of private capital and wealth.
04/08/2019
Dealing with engagement, succession and communication appropriately, while also ensuring that your family office has a greater purpose that is clearly defined can be hugely challenging.
04/02/2019
The immediate area near the property has one of the strongest demographic profiles within the Des Moines MSA.
04/01/2019
Hong Kong-based Raffles Family Office is one such player that has chosen to allocate a small portion of its $1.5b AUM into the startup space
03/27/2019
Tamarind Partners, Inc. was recognized by the judges for its unstinting contribution to the industry in terms of the quality of the thought leadership among the company's principals.
03/27/2019
Multi-family office launches dedicated private equity business
This launch supports Sandaire’s long-term growth strategy by broadening its offering to clients, and closely follows the launch of Sandaire Corporate Finance earlier this month.
03/27/2019
Everything from asset tracking, contract reviews, and bill pay, to name a few, to lifestyle and family management services, such as property management, appointment setting, and travel research.
03/21/2019
When an accounting firm creates a dedicated business line to address the needs of very wealthy clients, there is substantial evidence that it can increase the firm’s overall profitability
03/21/2019
Family offices are private wealth management advisory firms that serve ultra-high-net-worth investors.
03/14/2019
The deal allows the family office to offer its relationship managers and clients automated account aggregation and analytics.
03/14/2019
The past decade has seen the growth of the family office as a separate legal entity to manage the assets of families, coordinate multi-generational planning and philanthropic activities and otherwise act as stewards for family assets.
03/12/2019
Then you recall reading about how many family offices are located overseas and their frequent interest in real estate as an investment vehicle.
03/08/2019
The scope of advice available to clients includes advising on business disposals and acquisitions, joint ventures and strategic alliances.
03/07/2019
Asia is at the inception of a huge transfer of wealth, and previously unknown ideas such as ESG and impact investing are now firmly entrenched in the minds of the new wealthy
03/06/2019
Property prices jumped to all time fourth-quarter highs in almost two-thirds of U.S. cities, according to the U.S. National Association of Realtors.
03/05/2019
They also understand the business rationale behind such criteria.
03/04/2019
The firm pulled an executive from BNPP Wealth for the MD role and hopes to double headcount to 100 in two years.
03/04/2019
The multi-family office is being recalibrated to meet new challenges and growing Asian demand from clients who are in the midst of transferring wealth to the next generation
03/04/2019
Brock is executive director and leader of family office services in EMEIA and GSA at EY.