10/20/2017
Wealthy Families Are Winning Deals Away From Private Equity
Once regarded as novices, family offices are looking beyond stocks and bonds to pursue direct investments in companies and real estate.
10/20/2017
Once regarded as novices, family offices are looking beyond stocks and bonds to pursue direct investments in companies and real estate.
10/19/2017
Capacity Building Was Described As A Versatile, Widely Applicable Tool
10/17/2017
How a generation squanders away $1billion in less than a lifetime is beyond me.
10/16/2017
This trend is set to gain more and more momentum over time as the next generation of wealth owners take over the reins.
10/16/2017
Point72 also has seven partners, including its UK parent company Point72 UK Limited, which is up from three in 2015.
10/12/2017
In terms of the transition of wealth, he says the succession plans of family offices in Hong Kong are relatively mature compared to China.
10/05/2017
What was evident is that even though the model is in high demand by the ultra-wealthy, many multi-family offices are not reaching their potential.
10/04/2017
There is no single definition of a family office: whatever circumstances develop the need for an outside expert defines the term.
10/02/2017
As for other methods of sourcing external experts, none of them are as extensively employed as referrals from other professionals.
09/27/2017
It would not be surprising to find such a person or family choosing not to commit to anything involving a rigid governance structure.
09/27/2017
When asked about their future intentions for asset allocations.
09/27/2017
Bond investors can benefit from generally higher interest rates than in developed markets.
09/18/2017
It is also very effective in ensuring a high degree of privacy and security for family members.
09/15/2017
It’s all about going beyond the traditional and channelling the family-business surplus into new options—from PE and venture funds and start-ups to passion investments like restaurants and sports teams
09/12/2017
This impartiality is the essence of why many UHNWIs use family offices.
09/12/2017
Nearly half of family offices are not prepared for wealth transfer says UBS research
09/07/2017
Over the last four years the GFO has focused on the investments, performance, purpose, costs and philanthropic efforts of family offices.
09/06/2017
Cohen had previously been barred from managing outside capital until the start of 2018 after SAC pleaded guilty to securities fraud in 2013.
09/06/2017
In a survey of 124 senior executives in 1st generation single-family offices, nearly all of them intend to pass the single-family office to heirs.
09/01/2017
She established and served for six years as CEO of Pictet Wealth Management Israel.