06/19/2019
A family ofce’s reputation and brand awareness could also have an impact on deal negotiations, talent acquisition and long-term performance, according to Ernst & Young’s Family Ofce Guide.
06/13/2019
Typically funds are set up in Cayman, Jersey, Guernsey, Luxembourg or Dublin, although US resident investors may invest in US structures.
06/07/2019
“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
05/29/2019
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.
05/28/2019
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