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.
04/16/2019
Family office hires chief financial officer
Davies joins from Close Brothers Asset Management where he served in a similar position for the last seven years.
04/16/2019
One group serves as proprietary trading vehicles for the 63-year-old founder; the other holds outside capital as well a smaller portion of Paulson’s money.
04/11/2019
The services will be provided through Hottinger Art, set up by Melanie Damani who moved to the firm last year.
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.