03/01/2017
We are witnessing an era of unprecedented transfer of wealth from one generation to the next as the world’s most affluent individuals approach retirement and contemplate their succession and wealth planning issues.
02/28/2017
The Right Structure: Building Asian Family Offices
Asian family offices have increased significantly in number, and they come in a wide range of sizes and shapes.
02/28/2017
Bitcoin is also decentralized, meaning there are not any institutions controlling the currency.
02/28/2017
Further analysis can look at whether this effect holds in other top positions
02/21/2017
Bellevue Investment Partners Selects Portfolio Management Software Platform
Offering our clients best-in-class reporting is empowering us to offer an experience being a world apart from what clients are used to - it makes sure we are in a position to add value each time we interact with our clients.
02/17/2017
Mercer caught a big fish when it landed Houston-based Kanaly Trust early in 2016, which managed $2 billion.
02/13/2017
OurCrowd Teams Up with International Family Office
OurCrowd said that during the Summit and at the LeAD event, industry professionals will discuss why more than $1 billion was invested in SportsTech last year.
02/13/2017
Less than capable professionals make numerous mistakes when advising on establishing a single-family office.
02/10/2017
There are a number of highly effective powerful ways to connect with single-family offices.
02/08/2017
Delancey will be the majority shareholder in Mount Kendal
02/07/2017
If you are considering cost cutting, wondering whether your staff are receiving fair compensations or simply want to ensure that you are up to date with the latest investment trends.
02/03/2017
An Island Of Choice For Family Offices
Guernsey also benefits from ease of communication and access to clients globally.
02/01/2017
Unicorns draw a lot of attention, but not from many single family offices
01/31/2017
This gives Pugh much reason for optimism about his growth potential.
01/30/2017
These arrangements are referred to as single-family office consortiums.
01/27/2017
The webinar will originate from the new FOX West Coast office in San Francisco.
01/27/2017
Our collaboration offers an enhanced service to family office clients
01/25/2017
The result of the survey revealed a diverging outlook for 2017 taken by managers, family offices and funds of funds.
01/24/2017
The risk of forecasting was simply too high.
01/24/2017
There are many attraction of single-family offices to these proven investment professionals