04/13/2018
In March, Rockefeller & Co. transformed into Rockefeller Capital Management following a transaction led by former Morgan Stanley wealth management chief Greg Fleming, with financing from hedge fund Viking Global Investors.
04/05/2018
Many Unicorns are leaders of their respective market category, with proven business models, global brands, large and growing revenue and profitability.
03/27/2018
Many of the world’s highest-net worth (HNW) families employ an entire office full of accountants, lawyers, and investment professionals to manage their assets.
03/26/2018
“Many philanthropically motivated, wealthy investors choose to act on this conviction through their investment choices, and asset managers have increasingly adopted impact asset offerings to serve this demand.”
03/23/2018
Explored for the first time in this year’s GFOR is the number of women occupying top-tier family office roles, with researchers finding just 8% of chief executives and 13% of chief investment officers are female.
03/22/2018
A family will probably include a number of individuals with differing abilities, personalities, interests and aspirations which are not always easily reconciled.
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