02/22/2018
What family offices want from alternative investment managers
Managers who can adapt their prospecting tactics stand a better chance of winning a partnership with these prized investors.
Family Office
02/22/2018
What a multi-billion dollar family office wants from its external managers
"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
Many family offices are complex but not necessarily sophisticated
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
Family office report: top investment picks of Chile’s private wealth firms
A Chilean firm has surveyed local family offices to find their investment preferences.
02/21/2018
Optimising superyacht management structures
What is the ideal model for the optimal flow of communication between the key parties managing a superyacht?
02/05/2018
How Families Can Preserve Their Wealth in a Changing World
Many of today’s ultra-wealth holders are tech-savvy
01/31/2018
Citi Private Bank Releases Comprehensive Guide for Successful Family Office Formation and Governance
The comprehensive guide draws on this knowledge to provide a framework for future family offices in their formation and governance.
01/30/2018
The Three Biggest Mistakes PE Firms Make Working With Single-Family Offices and the Super-Rich
“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
PAM Awards: Mack International Receives 6th Nomination for Best Family Office Consulting Firm
Ms. Mack has built her career serving family offices, family investment firms and family enterprises
01/24/2018
Signature Family Wealth Advisors Nabs Massey Family Office
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 Launches Family Office Practice
Noyes Acquires Chicago Based Kiely and Associates Tax and Accounting Practice
01/22/2018
LDJ Cayman Fund Ltd. Selects PCG Advisory Group for Investor Relations and Strategic Communications
LDJ Cayman Fund Ltd. Focuses on Crypto Asset investments
01/15/2018
Most Single-Family Offices Outsource To Elite Wealth Planners
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.
01/11/2018
Hedge Fund Verrazzano to Return Money in Family-Office Shift
Verrazzano’s European Opportunities Fund gained 1.7 percent in the 11 months through November
01/11/2018
Patient Partners: The Bronfman Brothers Taking Their Family Office Global
The other thing we prioritise is philanthropy and making a social impact with our investments.
01/11/2018
Expanding Family Offices Set for Bolder Investments in 2018
Family office investment portfolios rallied impressively in 2016
01/10/2018
Wealthy Banker Starts Family Office
The family office will be set up by Venkat Subramanian, who currently runs a long-short fund for Kotak.
01/08/2018
Why india beckons family office investors
The Indian government has expressed support for NBFCs through various reforms.
12/30/2017
Global Tax Transparency Impacts the Way Family Offices Approach Jurisdictions
Beyond tax efficiency, assessing the types of holding structures available, services and products that are unique to HNW-families, such as specialized insurance and regulatory regimes all play a part when choosing an offshore jurisdiction.
12/27/2017
Family Offices Increase Illiquid, Higher-Risk Holdings
In 2017 ultra high net worth investors were chasing returns.