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.
02/27/2019
Wills are an afterthought for the rich: Lawyer
People with a lot of wealth don't necessarily understand the importance of protecting it, she told a media briefing yesterday.
02/27/2019
Fears of wider market contagion have led to the collapse of the share prices
02/26/2019
Firm Also Shortlisted for Client Service
02/25/2019
weeping tax reform package was deployed in 2018 and its full effect now evident amidst filing season.
02/22/2019
When the parent is successful or wealthy, it creates an undeniably unique dynamic with their children, who may have different attitudes towards money.
02/20/2019
Partnership marks The Mather Group’s second billion-plus AUM acquisition within 90 days—a sign TMG’s inorganic growth strategy is gaining momentum.
02/19/2019
The fund will initially target institutional and wholesale investors including family offices and HNWs from Australia, Asia and Europe.
02/18/2019
We expect Prime Quadrant to be a great platform for additional M&A activity in the ultra-high net worth independent space in Canada.