Managers of Wealth

Eric Sturdza Takes Over Family Office

The business would represent Sturdza's fourth arm, after private banking, asset management, and investment management.

Financial Poise Congratulates Diamond Wealth Strategies on Strategic…

Financial Poise congratulates Faculty Member Ron Diamond on Diamond Wealth Strategies’ entry into a strategic partnership with Madeira Global.

The Hot Asset Class for Family Offices

As the number of family offices grows, so does their clout in venture capital.

Family Office Networks partners with tax and advisory services firm.

Our families will be able to count on them anytime they need help

Ex-Odey wealth director opens up family office to market

Joining him are former Odey colleague Chris Stewart and ex-Goldman Sachs director Andrew Cox.

‘Now, firms are built to be sold for a value in 10-15 years’

Benaifer Malandkar on the benefits of setting up a family office for wealthy families, why wealth in India is growing and more.

Family office sells 40% stake as it hires ex-UBS M&A star

LJ Partnership advises on client assets of around £11 bilion

Mediatrix Capital Honored as Best Family Office Asset Manager

A select few individuals and teams are recognized at our Global Family Office Summits and this year's award to Mediatrix Capital is quite well-deserved.

How To Avoid IRS Challenge On Your Family Office

Before you go in that direction, it’s wise to learn the lessons of the Lender Management court case from December 2017, which is one of the first on family offices.

SEI Archway's Growth Continues in Family Office Business

Expansion Highlights Market Momentum and One-Year Anniversary as Part of SEI

Family Office Competition Heats Up with Boutique Luring Top Bankers

The latest entrant is from Cresset Capital Management, an investment firm started by former private equity executives in Chicago.

The Family Office Shuffle And How To Avoid Getting Less Than You Are Expecting

The family office shuffle is when a financial or investment advisory firm holds itself out as a multi-family office but either does not offer non-investment expertise or does so in a very limited and ineffectual way.

3 Influential Family Offices in India

There are more than 90 single-family offices in India collectively managing over $100 billion in wealth

How Asian families can get exposure to impact investments

It is important for them to gain specific sector experience

Real Estate Co-Investment Partnership Clubs For Family Offices

The greatest opportunities in real estate are often deals that are off-market

Should You Start a Family Office?

Families must consider the costs of running their own family office and weigh the benefits against those offered by traditional wealth management firms.

UBS Group expects family office growth in Asia to continue

Asia's ultra-rich are increasingly looking for more complex and global investments as a record number of patriarchs cede control to the next generation.

UBS eyes family-office growth from Asia’s ultra-rich clans as competition intensifies

The collective fortunes of China’s richest people grew by a staggering 65%, or US$177 billion (RM706.15 billion) last year, according to the Bloomberg Billionaires Index, a ranking of the world’s 500 richest people.

Family offices take on alternative investing

“There’s a benefit to being closer to the assets, to being the general partner and investor in an opportunity,” Nolte said. “That’s why Marcus Investments was created.”

Family Offices Support Mexico’s Thriving Startups

A wave of young and entrepreneurial professionals are turning the country’s capital, Mexico City, into Latin America’s Silicon Valley.