06/14/2019
Rich Families Are Having Awkward Conversations About Governance
There are a lot of touchy subjects to bring up when you want to preserve wealth over generations.
06/14/2019
There are a lot of touchy subjects to bring up when you want to preserve wealth over generations.
06/14/2019
Although the average overall portfolio return was essentially zero (-0.2%), family offices were surprisingly satisfied with the results.
06/14/2019
Twiga operates collection centers across Kenya, as well as a central pack house with cold storage facilities.
06/13/2019
Typically funds are set up in Cayman, Jersey, Guernsey, Luxembourg or Dublin, although US resident investors may invest in US structures.
06/13/2019
Family-owned businesses are critical to European and global economies, both in absolute terms and as part of the effort to drive European economies going forward.
06/13/2019
Nathan Crair will join the Rockefeller Global Family Office as a Managing Director, with responsibility for recruiting and managing Private Wealth Advisors in the region.
06/12/2019
Recruiters say banking hotshots aren’t always the right fit for the sometimes unusual job of working directly for the world’s richest people.
06/12/2019
He was previously executive director and team head at the Bank of Singapore, the private banking arm of OCBC Bank.
06/12/2019
A Private Trust Company acts as a trustee to a specific trust or group of connected trusts, often for one family.
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
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
"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
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
Tepper founded Appaloosa in early 1993, aggressively trading his own personal account in hopes to lure third-party capital.