08/28/2019
One would be forgiven for expecting that smaller bets would be easier than larger ones for major institutional investors, because after all, there's not much capital at risk.
08/28/2019
Jonathan Williams and Kevin Curtis will open office in Harrisburg, Pa. for Summit Trail Advisors
08/22/2019
The $650 million firm was founded in 2007 by Juan Rius, who will continue as its president, and specializes in advising high net worth families.
08/19/2019
Many families have experienced precisely this problem and it has often come as a shock.
08/19/2019
Jeremy Arnold discusses how much a liquid assets may be needed and the challenges some families face.
08/15/2019
Plans to bolster its advisory platform, broaden geographical reach and improve its operating platform
08/13/2019
Singapore has been very clever in the way it has attracted - and is attracting - family offices.
08/13/2019
It delivers a wide range of services including objective financial counsel, trusteeship, lifestyle management, tax and estate planning, risk management, coordination of professionals, investment advice, and foundation management.
08/13/2019
The UHNWIs are a ballooning sector of the wealth pyramid
08/09/2019
Tax-wise, the most significant benefits available to investors are the 1031 exchange and 721 exchange.
08/08/2019
Founded in 2011, Waterfield works with family-owned businesses, trusts and endowments and single-family offices in several investment and non-investment-related areas.
08/06/2019
The report systematically specializes in competitive analysis of market that discloses prime competitors concerned in marketing and marketing of market merchandise.
08/04/2019
Secretive managers of wealth are turning to real estate and direct investment
07/30/2019
Jahangir Hajiyev was convicted of looting millions of dollars from a bank in Azerbaijan. Lawyers, investment advisers and a family office in London helped him spend his money.
07/28/2019
A conversation with 3 family offices that are investing in India from different locations have one common learning - Indian families are closed about their wealth & the way they want to invest it
07/28/2019
Family offices’ knowledge gap on commercial real estate can lead to sizeable losses if they are not careful.
07/28/2019
The reality, however, is that the majority of family businesses do not succeed into the next generation because they are not motivated and inspired to take the reins.
07/25/2019
Former Managing Director of Andbank to oversee Holdun’s expansion into the US market
07/25/2019
Hale is currently working as senior adviser to the family office team at PwC and as he’s being exposed to the family offices of Australia’s elites
07/23/2019
The number of family offices worldwide is up 38 per cent in the last two years to 7,300, says Campden Research