05/31/2017
Citi Private Bank Issues New White Paper Family Offices and Cybersecurity
The Family Office Group Addresses Family Offices as Cyberattack Targets, Areas of Risk and Best Practices for Cybercrime Prevention
Family Office
05/30/2017
The Simon Family-Office Solution
Why a single-family office in New Jersey merged with a traditional wealth-management firm, not a multifamily office.
05/30/2017
Family Offices May be Considered Investment Advisers for Purposes of FINRA Rule 5131
FINRA also emphasized that the remaining conditions of FINRA Rule 5131.02(b) must still be satisfied.
05/24/2017
Think Basic Asset As Backlash Blows Over, Says Rothschild
Events including the Brexit referendum and Trump’s election had led some commentators to predict a generalised global “backlash” against free markets.
05/23/2017
Lombard Odier adds family office team to distribution line-up
Single family offices have been expressing "growing demand for innovative and specialist investment product
05/23/2017
UBS Agrees to Buy Brazil's Largest Multi-Family Office
UBS’s assets under management in Brazil increased 31 percent to about 8 billion reais in the first quarter from the previous three months.
05/19/2017
Monaco’s Rosemont adds Andorra outpost
The new business is known as Rosemont Services Andorra SL, and it joins a list of other Rosemont International outposts under the Rosemont name in Hong Kong.
05/16/2017
Konw your SFOS from your MFOS and CMFOS
So you’ve never heard of a family office?
05/11/2017
The Modern Family Office Must Be A Multifamily Affair
We have to get to know these individuals and detach them from the family’s wealth
05/08/2017
A different kind of family office in Asia
We manage our own funds as well as those of other families.
05/08/2017
Why more Middle Eastern families are turning to UK property
The UK commercial real estate market is consistently named as the most popular destination among Middle Eastern investors
05/04/2017
New Family Office Exchange Study Finds Family Offices Staffing Up for Direct Private Equity Investments
Of the 118 survey respondents, the average staff of the family office is 13 full time employees
05/03/2017
Single-Family Offices Are Focusing On Tax Mitigation Solutions
It’s just that there’s a growing trend for senior management in these organizations to be actively seeking out expertise in this area.
05/02/2017
Navigating the Changing Landscape for Multifamily Financing in 2017
The question is: will we continue to see strong fundamentals drive lender appetite for multifamily
04/27/2017
Advisers to the Ultra-Rich Try to Treat Art as Just Another Asset
Art offers diversification and secrecy, but the market is opaque.
04/27/2017
Family Office Executive Pay Tops £300,000 but Drop in Bonuses Paid
Among chief executives and managing directors, 31% now earn more than £300,001 per year, this percentage being more than for any other salary category.
04/25/2017
Global Family Office Population Revealed In New Research
In general, it is much more likely that a wealthy family in the US or Europe will have a single family office
04/25/2017
Goldman Sachs Wealth Rainmaker Resigns, Forms RIA
Two people answering calls directed to Ghali and his team at their San Francisco office said they gave notice late last week and over the weekend.
04/12/2017
Chicago Family Offices Invest In Startups
That said, they're more opaque than other types of funding.
04/11/2017
How Investment Managers Compare To Other Professionals In Profiting From Single-Family Offices
It is often worthwhile for external experts to critically match up their business models