Family Office

1343 articles found

Family Office

Making the Move from a Big Bank to an Independent Multi-Family Office: A Conversation with Paul Tramontano of Cresset

For veteran wealth advisor Paul Tramontano, joining Cresset wasn’t simply about finding a new firm; it was about finding the right long-term home for his team and the families they serve.    When evaluating the broad landscape of wealth management firms, they were intent on finding not only the flexibility and spirit of innovation that […]
Read More
Family Office

Family office governance: how to translate vision into structure

Building a family legacy requires more than vision; it also benefits from clear structure. Family offices can translate values into governance frameworks, constitutions and systems that help preserve intent while enabling disciplined execution.   A family office’s purpose may be defined by guiding principles, but robust structural elements are needed for a long-term vision to […]
Read More
Family Office

How Indian family offices are a rising force in private capital markets

Larger pools of capital, promoter liquidity events, and growing participation in private capital markets are driving the evolution of family offices in India. Demand for family constitutions, investment committees and other management structures is on the rise. Family offices in India are seeking direct investments and co-investment rights as Limited Partners. The rise of alternatives […]
Read More
Family Office

Family Office Bill Pay: An Advisor’s Guide to the Complexity Behind Cash and Expense Management

While family offices perform a vast array of high-profile functions, from bespoke estate planning and philanthropy to complex private equity allocations, their most fundamental obligation remains the seamless management of a family’s day-to-day financial operations. At the heart of these daily activities sits bill payment and cash management.    Despite its criticality, this cornerstone function […]
Read More
Family Office

Family offices amass $3.8bn SpaceX bet in boost for Musk

Investment firms for ultra-wealthy individuals from the Americas, Europe and the Middle East have built up billions of dollars of exposure to SpaceX, highlighting their ability to muscle in on sought-after business opportunities.   A family office for Hyatt Hotels heir Nick Pritzker held a $1.8 billion investment at the end of June in the […]
Read More
Family Office

Apex Group launches The Inner Circle, New Model for Family Office-to-Family Office Co-Investment

Apex Group Ltd. has announced the launch of  The Inner Circle, an invitation-only network built to solve one of private markets' most persistent challenges: fragmented, overpriced, and inconsistent access to co-investment opportunities.    Private capital has never been more abundant.    Yet identifying the right opportunities has never been harder to navigate.    Today, much of the deal flow moves through a patchwork of banks, brokers, […]
Read More
Family Office

Family Offices Face a Turning Point

Two significant changes are on the horizon for first-generation family offices: The predicted Great Wealth Transfer to Gen X and Millennials from Baby Boomers will happen just as family office founders are beginning to make succession plans.   Cerulli Associates estimates nearly $124 trillion in assets are set to change hands through 2048, and according […]
Read More
Family Office

Succession, governance and the next generation in US Family Offices

Recent surveys show that North American family offices are planning to transition control to the next generation within a decade, amidst a historic wealth transfer now underway in the US. The proportion of family offices with succession plans in place has risen significantly, but important gaps in governance and documentation persist. The greatest challenge in […]
Read More
Family Office

Rockefeller Global Family Office expands into Columbus, Ohio with Jones Wealth Partners addition

Rockefeller Global Family Office is expanding into Columbus, Ohio, with the addition of Jones Wealth Partners. The team, led by Private Advisor and Managing Director Sidney Jones, advises high-net-worth and ultra-high-net-worth individuals and multigenerational families.   Jones brings more than 40 years of experience and has been recognised by Barron's Top 1,500 Financial Advisors list […]
Read More
Family Office

Family offices back clean energy and sustainability startups in July as dealmaking holds steady

Investment firms of ultrawealthy families showed no signs of slowing down in July despite a turbulent month for markets between a sharp correction and soaring energy prices.   Last month, family offices made 57 direct investments in companies, holding steady from June, according to data provided exclusively to CNBC by Fintrx, a private wealth intelligence […]
Read More
1 2 3 4 5 6 … 112