04/08/2016
The evolution of FOA’s traditional offering enables access to insights and content for its existing members and the opportunity to engage those interested in gaining deeper knowledge of the single family office (SFO) industry in a whole new way.
04/08/2016
The evolution of FOA’s traditional offering enables access to insights and content for its existing members and the opportunity to engage those interested in gaining deeper knowledge of the single family office (SFO) industry in a whole new way.
04/08/2016
“If you want to structure deals in a more tax-efficient way, however you define that, there will always be a way to do so, with Panama or not,” he said.
04/06/2016
Behind the Curtain: Best Pay at Single Family Offices
Single family offices are probably the most opaque segment of the financial advisory business.
04/05/2016
Family offices step up investments in second half of 2015-16: Report
Family offices increase investments by 38%, led by Ratan Tata and Ronnie Screwvala, among others
03/29/2016
Someone's Missing From Most Family Offices
If you’re not managing the insurance needs of your high-net-worth clients, you’re missing a critical role that the family office should play
03/29/2016
Most recently head of multi asset class investments for GAM and chairman of its advisory board
03/23/2016
Award-Winning Family Office Gains Notice From Peers in Wealth Advisory Industry
03/18/2016
Myles Edwards, who represents ultra-high net-worth individuals and co-founded the New York Family Office Private Funds Roundtable
03/16/2016
Both will be based in the Miami office and will use their extensive experience to help serve global families from the United States and around the world.
03/16/2016
Tiedemann Wealth Management is proud to announce that it has been awarded as the 2016 Top Multi-Family Office over $5 billion by the Family Wealth Report. The award was proudly accepted by Tiedemann’s CEO and Chief Investment Officer, Michael Tiedem
03/15/2016
Harry Koch, a newspaper publisher in Texas with a libertarian bent, laid the foundations of what is now one of the nation’s most influential families.
03/14/2016
The total investable assets are put in the “several trillion dollars” region.
03/14/2016
Point72 Asset Management (Point72), the family office managing the assets of its founder, Steven A Cohen (pictured), and eligible employees, has appointed Dr Gio Valiante as Head Performance Coach.
03/14/2016
The growth of events geared for this cohort is a major factor in their inability to deliver real value as opposed to rehashing well-worn concepts.
03/11/2016
First, they can invest it in the families’ operating businesses, with a bit of private equity thrown in; or second, add it to a pool of broadly based liquid marketable securities.
03/11/2016
Typically, the family members invest in both and are able to decide how much they place in each.
03/08/2016
Case Equity Partners was founded in 2012 initially as a family office.
03/08/2016
His money laundering charge is connected to the purchase of land on Lake Michigan.
03/06/2016
Owned by Gerald Grosvenor, the 6th Duke of Westminster and Britain’s wealthiest man, the group has three arms: the property and fund management business; an industrial division made up of food and energy investments; and the family office, comprisin