01/16/2019
Two key performance enablers that demand attention within the family office space are agility and purpose, both proving to be highly effective ingredients of successful management culture.
01/08/2019
Family offices have become a major industry.
01/08/2019
Yet could a new breed of family investors with a desire to professionalise private investment be set to break this mould?
01/03/2019
The boardroom meeting presents a clear opportunity to educate the client and allow the professionals to directly coordinate with each other, minimizing the number of to-do's that end up on the client’s plate.
12/28/2018
Globally family offices are investing in startups since decades but it was until recently the trend started picking up in India
12/27/2018
The origin of the family office concept came from extremely wealthy families, with net worth in today’s dollars well in excess of $100 million.
12/26/2018
Bruce Gendelman Insurance Services chairman shares benefits of family office liability cover and commonly overlooked risk management issues.
12/23/2018
Stonehage Fleming is a highly successful firm with an outstanding, award-winning proposition and a client-centric approach.
12/20/2018
Wealth Advisor Industry Veteran Nikki Michelini Appointed to Lead Multi-family Office Service in Aspiriant's San Francisco Location, Delivering High-Touch Engagement to Bay Area Clients
12/19/2018
AG&S will be our first family office and business management firm to be headquartered in New York
12/18/2018
Family offices are now capable of making transactions that were traditionally reserved for big companies or private-equity firms and therefore are becoming a disruptive force in the market-place.
12/18/2018
Such transactions are providing high value work for professional firms in Guernsey and, in some cases, creating new jobs locally when a family office employs its own staff.
12/14/2018
Many wealthy Indian families today have members who reside in various jurisdictions and have different outlooks on family wealth," he added.
12/14/2018
The growing ranks of billionaires’ in-house investment teams
12/14/2018
Algar notes that Alberta's cyclical economy and resulting mentality toward wealth holds important lessons in wealth management for all families regardless of income status.
12/14/2018
Construction on the 46-story tower known as TSX Broadway is set to begin in January
12/13/2018
Kristi Kuechler of the Family Office Exchange describes a renewed focus on direct investing
12/09/2018
Half of the $7.3 billion under management at WE Family Offices is from non-U.S. clients
12/07/2018
We operate with an independence of thought and action, with a clear focus on sourcing the most suitable products on the market for our clients.
12/06/2018
Overall, real estate is currently the third largest asset class component of family offices’ portfolios.