01/15/2015
3 Family Office Challenges That Advisors Can Solve
The report also cites several external sources of pressure
01/15/2015
The report also cites several external sources of pressure
01/14/2015
Family offices and the super-rich are finding a role for investment professionals who can help them structure portfolios that deliver financial and social/environmental results.
01/12/2015
The Stonehage-Fleming merger will create the biggest independent multi-family office in Europe, with more than £27 billion in assets and combined revenues of $160 million.
01/09/2015
One way affluent families ensure their wealth is preserved for generations to come is to gather family members together and hammer out a strategy for making sure that happens
01/07/2015
Family offices in Europe are far less interested in managing family philanthropy than originally thought, with more than one-third not involved in the practice at all
01/05/2015
More private banks are looking to set up independent family office platforms in Asia
01/05/2015
Wondering how your family office stacks up against others around the world?
12/24/2014
This is the title of a talk I delivered in Montreux last month to family office investors who administer the assets of wealthy families. I co-chaired the conference with the legendary Todd Benjamin, former anchorman and financial
12/18/2014
The Ivy Family Office Network hosted its December 2014 Family Office Outlook Forum in Miami, FL on December 1st.
12/15/2014
The Ivy Family Office Network hosted its December 2014 Family Office and Ultra High Net Worth Outlook Forum in Miami, FL on December 1st. Barry Diamond, Chief Investment Officer of The Harrison Group, Inc., led a panel discussion on "Portfolio Alloca
12/15/2014
CSB Advocates has contributed to the 4th Annual Maltese Wealth Management Conference that took place at the Hilton in St Julian’s. Organised by ESAFON, the event’s focus was on servicing and protecting family interests and wealth through Malt
12/09/2014
The creation of wealth in Asian markets is well documented; the region’s high-net-worth population has grown consistently in recent years and shows no signs of slowing.
12/09/2014
The impact of the global financial crisis has caused family offices to become more independent and less reliant on banks
12/09/2014
The lure of single- and multi-family offices among Asian ultra-wealthy families is strong and growing
12/08/2014
Often times, the needs of wealthy people cannot be met with a financial advisor or bank, thus the creation of the family office – a vehicle reserved to manage the financial and personal affairs of a wealthy family.
12/04/2014
Impact investing enables high net worth individuals to be explicit about their shared values and to reflect them in their investment and wealth management decisions.
12/03/2014
He brings over fifteen years of experience providing counsel to families and privately-held companies invested in both public and private assets with a concentration in real estate.
12/03/2014
A family business from Algeria is buying up European distressed assets
12/03/2014
London & Capital launched its US family office back in 1989, becoming Securities and Exchange Commission (SEC) registered in 2004.
12/02/2014
He joins Shoosmiths from Aaron & Partners