Destiny Family Office Named 2024 Family Wealth Report Awards Finalist for Third Consecutive Year
Prestigious Annual Award Recognizes Exceptionalism in Wealth and Investment Management
Family Office
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Hong Kong to enhance family office tax breaks
Budget 2024 revealed further enhancements to preferential tax regimes for family offices, which includes increasing more types of qualifying transactions.
US family office launches Australian arm
Asena founder and head of its advisory business Peter Harper said the firm identified Giles Wade as a great business to join Asena for several reasons.
WRISE Launches Mass Affluent Unit
The offering will also include global securities, structured products, mutual funds and fixed income.
Pathstone to Acquire Crestone Capital LLC
The acquisition continues to strengthen Pathstone’s position as the largest independent Registered Investment Advisor (“RIA”) focused on serving ultra-high net worth (“UNHW”) families.
Family Offices Are Boosting Allocations to Alts in 2024, KKR Says
A survey of 75 family office CIOs shared their plans for portfolios this year.
Family offices quite distinct from traditional wealth management, says Rajmohan Krishnan of Entrust
Engaging with a family office is a significant decision that individuals typically consider when their financial situation becomes more complex and requires a more comprehensive approach to wealth management.
Rockefeller Global Family Office Expands Private Wealth Business in Southeast Division, Adds Variant Path Group in Charlotte, NC
The group joins from Morgan Stanley and will report to Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office. V
Family Offices: Secretive industry under pressure
The financial professionals working for rich business families are trying to adapt to the new realities on the financial markets.
Asia's wealthy families invest to 'maintain lifestyle' and 'stay rich'
Factors such as how many members we have in each generation, what they need, how we provide for education and health care must be considered.
Raffles Family Office and NCNE sign renewable energy agreement
A unique collaboration capitalising on the possibilities presented by the deepening economic gaps between China and the Middle East.
WRISE Launches Middle East Office
The UAE is set to see an increase of 24.6 percent in the number of high net worth individuals (HNWI) by 2025