03/14/2018
Showcasing 'best of breed' providers in the global wealth management, private banking, and trusted advisor communities, the Family Wealth Report Awards are designed to recognize companies, teams and individuals which the prestigious panel of jud
03/08/2018
In mid-February, TSCA added its first practice, Synergy Advisors Group of Oklahoma City, which manages about $200 million.
03/02/2018
But the multifamily office and wealth management models add various wealth planning specialties and life insurance.
03/02/2018
"We get so many requests from clients in HK, Singapore and China to assist on the set-up of a 'family office' - in reality many of these clients want a management company, a fund and perhaps a few separate holding companies for their tradit
02/28/2018
Some family offices are shifting their investment strategy to impact investing, led by visionary next-generation family members.
02/27/2018
Family offices were poor candidates to be disintermediating or replacing traditional PE capital in the deal markets
02/27/2018
Three Ways Single Family Offices Can Attract And Retain Top Talent
The survey revealed that most family offices award annual bonuses, but about 59 percent of those increases are discretionary
02/22/2018
Managers who can adapt their prospecting tactics stand a better chance of winning a partnership with these prized investors.
02/22/2018
"Managers need to be aware that it's more than just taking our capital and giving us quarterly reports,” the principal says.
02/22/2018
One thing Woodson and his colleague Edward Marshall, a director in the bank’s global family office group, would say it that family offices have certainly become more complicated.
02/21/2018
A Chilean firm has surveyed local family offices to find their investment preferences.
02/21/2018
What is the ideal model for the optimal flow of communication between the key parties managing a superyacht?
02/05/2018
Many of today’s ultra-wealth holders are tech-savvy
01/31/2018
The comprehensive guide draws on this knowledge to provide a framework for future family offices in their formation and governance.
01/30/2018
“Single-family offices and the extremely wealthy have a number of reasons for being unhappy with private equity firms even when investment results are solid"
01/25/2018
Ms. Mack has built her career serving family offices, family investment firms and family enterprises
01/24/2018
In the event, Massey and his family members decided a commercial partner -- specifically Signature Family Wealth Advisors, a multifamily office -- best met these needs.
01/22/2018
Noyes Acquires Chicago Based Kiely and Associates Tax and Accounting Practice
01/22/2018
LDJ Cayman Fund Ltd. Focuses on Crypto Asset investments
01/15/2018
Senior management at single-family offices is generally tasked with addressing a variety of financial and personal needs and wants of an ultra-wealthy family.