12/04/2018
Succession planning: Need of the hour for family offices
A report by Edelweiss Private Wealth Management and Campden Family Connect shows that only 19% of succession plans are written and formally agreed.
Family Office
12/03/2018
Akram & Associates continues to focus on emerging managers and US family offices
Pass-through entity owners can pay up to an effective tax rate up to 37 per cent on income.
11/29/2018
Multi-family offices failing to meet Mifid II deadlines
Many believed that the regulation was not directly relevant to them, believing Mifid II would only impact much larger financial institutions.
11/29/2018
A 'remarkable' year: our top 10 family office stories of 2018
We run through some of the family office stories that stole the headlines this year.
11/23/2018
Co-Investing Appetite Rises for family Offices
“Trust is more important than anything for me,” the principal said.
11/21/2018
Guernsey is on the map for family office moves
The focus is to move away from areas seen as tax havens to areas with a more robust framework, and a real focus and defensibility around using the locations.
11/20/2018
Precision Options Strategies for the Ultra-High Net Worth Family Office
Such strategies can be especially effective when they’re targeted towards a specific sector/industry/market or country.
11/20/2018
Florida shop acquired by Forbes family office
Transaction will expand Forbes Family Trust’s footprint in U.S. market through established presences in New York, Philadelphia and Palm Beach, Fla.
11/20/2018
Sanctuary Wealth Partners Expands its Platform
"We are now fully equipped to strengthen our overall platform and provide best-in-class, customized strategies to our Advisors, their clients, and businesses.”
11/19/2018
Luca Farinella: «A Need to Shut Up and Listen»
For Farinella, the incident coincided with what he felt was a rift in private banking.
11/15/2018
Multifamily Offices Join Forces to Serve Clients in Multiple Jurisdictions
Through this agreement, Glenmede and Stonehage Fleming, the third- and second-largest independent multi-family offices in the world1, will expand their respective client offerings and geographical capabilities.
11/12/2018
Family offices hungry for private equity
Based on an admittedly limited but probably quite representative poll of 75 family offices worldwide, the report predicts a 73% rise in allocation to private equity by family offices from 2017 to 2019, or US$51 million to $88 million per family office.
11/08/2018
Family Offices Continue to Favor Private Equity for High Returns
Family offices’ increasing investment in private equity is primarily driven by the consistent, oversized return of this asset class
11/08/2018
Family offices and Asia-Pacific investors predicted to play bigger roles in alternatives over next five years
Almost half of fund managers anticipate less capital flowing to pooled funds, while more than a third of both fund managers and investors expect to see more capital being invested through co-investments.
11/05/2018
Rich Asians Crazy About Securing Wealth Spark Family Office Boom in HK, Singapore
There is no precise number available, given the private ownership structure and secrecy around these businesses.
11/02/2018
Private Wealth Systems Launches Industry-First Digital Ecosystem for Family Offices
New digital destination created to meet growing demand by ultra-high net worth individuals and family offices for streamlined operational oversight and intelligent control over all aspects of their sophisticated wealth
10/31/2018
Macau Family office launches world's first MOP-denominated corporate bond
Black Spade Capital and Banco Tai Fung has launched a MOP-denominated corporate bond valued at MOP2 billion on October 30
10/30/2018
Bitcoin Guru Launches Family Office
The Danish-born libertarian-entrepreneur has carefully tended his new-wealth image since moving to Switzerland in 2011 and founding Bitcoin Suisse five years ago.
10/30/2018
Next Gens to drive Family Office Investments into disruptive technology
In the past, getting access to early rounds of technology stock, which can generate triple digit returns, has been notoriously difficult for private investors.
10/30/2018
Adidas Creator’s Family Office-owned $70 Mn Sports Tech Fund to Invest in Indian Startups
ADvantage and leAD will help Indian startups with global exposure with strong network in US and Europe that can help them expand business rapidly and with marketing, sales, legal and contractual assistance, apart from funds.