Managers of Wealth

Alexander Classen: «The Next Generation Almost Feels Guilty»

Bedrock has grown from a handful of employees to nearly 100 in recent years, and now manages $10 billion in assets including through its BRT tech unit.

The first step towards a family office

A lot of wealthy families also have latent needs.

Family offices move beyond philanthropy

Caprock’s Matthew Weatherley-White opens up on mispriced risks, scaling impact investing and the familiarity of impact portfolios

Kempen recruits for UK family office push

Johan Cras, managing director at Kempen, said the appointment demonstrated the company’s commitment to the UK family office segment.

Family Office Investment Programs

Some family offices are not aware of the extent of their ability to negotiate fund terms.

FOX to Present Technology and Other Critical Updates for Family Offices

Twelve technology providers will demonstrate their newest products at the 2017 FOX Financial Executives Forum

A superyacht crew car club

Modern Classics is an investment opportunity for superyacht crew car enthusiasts.

Stonehage Fleming acquires art wealth firm

The business was bought for an undisclosed sum.

Australian family offices outline merger plans

The deal, one of the largest ever in the family office sector, will see MFI emerge with 35 percent of the enlarged Mutual Trust and it will become its largest single shareholder.

All in the Family: The Emerging Role of Family Offices in M&A

The Reimann family, who owns JAB, bought Panera Bread for $7.5 billion last month, a continued trajectory of their many vast acquisitions.

Paulson & Co. Well On Its Way To Family Office Status

Six billion dollars have disappeared in a perfect storm of market losses and redemptions in the last 18 months alone.

The Rise Of Self-Made, Super-Rich Women And Single-Family Offices

These women are not pushovers

Tilad enters UK market with purchase in Hammersmith

The former Coca Cola headquarters comprises over 83,000 sq ft of accommodation and is arguably the most prestigious and contemporary office buildings in Hammersmith.

PAI veteran joins family office

Head of compliance and public affairs is off to join the company that manages money for one of Europe's wealthiest families

Family Office Networks Launches Los Angeles Family Office Association

The group will celebrate its local kick off with an exclusive, invitation-only networking event this summer at the Beverly Hills Hotel.

Tech-Savvy Family Offices Eye Real Estate Online

Maintaining wealth across generations has always been a complex task and the fallout from the financial crisis of 2008 resulted in many family offices focusing upon avoiding risk.

Private Equity Attracts New Investment From Family Offices

Interviewees highlighted the importance of thorough due diligence and a team’s ability to grow the businesses that they intend to invest in as the key success factors.

Citi Private Bank Issues New White Paper Family Offices and Cybersecurity

The Family Office Group Addresses Family Offices as Cyberattack Targets, Areas of Risk and Best Practices for Cybercrime Prevention

The Simon Family-Office Solution

Why a single-family office in New Jersey merged with a traditional wealth-management firm, not a multifamily office.

Family Offices May be Considered Investment Advisers for Purposes of FINRA Rule 5131

FINRA also emphasized that the remaining conditions of FINRA Rule 5131.02(b) must still be satisfied.