03/11/2016
Family offices: cultivating lasting legacies
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
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
03/04/2016
This concept has been prevalent in the United States and Europe for some time, and is becoming increasingly popular in Asia
03/04/2016
Governments’ increasing focus on tax transparency, beneficial ownership, and investment suitability are likely to see these costs rise further as families call on the services of their trusted advisers more frequently.
03/02/2016
The Private Asset Management Awards annually honor those in the investment and wealth advisory industry
03/01/2016
Special purpose vehicles are also being more extensively used by family offices to address an array of situations.
03/01/2016
"Gold is the ultimate beneficiary when central banks run out of ammunition and more stimulus and negative interest increasingly become counterproductive,"
02/25/2016
The Family Wealth Report Awards are judged based on innovation and excellence achieved in 2015 as judged by FWR.
02/23/2016
The adoption of best practice codes of corporate governance assists with transparency and better outcomes
02/22/2016
Known as being one of the savviest value investors in India
02/19/2016
The co-investment model works best when the head of each family is directly involved in aligning interests and providing additional support, such as sector expertise, contacts and experience.
02/18/2016
As Registered Investment Advisers, family offices are subject to SEC's oversight
02/18/2016
He added it was a “fairly big project” that would start off with a relatively low number of clients, which the firm hopes to grow exponentially.
02/18/2016
In January, the Securities and Exchange Commission said Cohen would be barred from running outside money until 2018
02/18/2016
Freeman, a 25-year veteran in the wealth management industry, served most recently as Abbot Downing's MidAtlantic regional managing director.
02/18/2016
When hedge funds become family offices, except in a few cases, they are actually converting to a private investment company as money management is their only intent.
02/16/2016
The partnership will enable the firm to expand their global reach and provide clients with access to multiple HNW and commercial insurance markets here in the UK and internationally, providing unparalleled global protection for personal and business asset