03/08/2018
Third Seven Capital Advisors Reels In Boston Family Office
In mid-February, TSCA added its first practice, Synergy Advisors Group of Oklahoma City, which manages about $200 million.
Family Office
03/02/2018
Why The Ultra-Wealthy Prefer Multi-Family Offices
But the multifamily office and wealth management models add various wealth planning specialties and life insurance.
03/02/2018
Asia experiencing 'small' explosion of single and multi-family offices
"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
Creating a sustainable legacy in Asia
Some family offices are shifting their investment strategy to impact investing, led by visionary next-generation family members.
02/27/2018
New breed of family offices disrupts field, upends old verities
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
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.
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