10/09/2012
Kanaly Trust has offered independent investment advice to its clients for over 35 years by combining financial planning, trust and estate services with a best-of-breed approach to outside manager selection.
10/07/2012
THERE are about 150 to 200 family offices in Asia, according to industry estimates, each managing at least US$200 million, while globally, there are more than 2,500 family offices.
10/04/2012
The report titled "Financial Reporting in the Family Office: Elevating the Conversation" was developed by FOX in conjunction with Advent Software
10/04/2012
Designed for Private Families in the $5-50 Million Wealth Bracket
10/04/2012
US Family Office appoints new CEO
He succeeds Maria Elena Lagomasino who has announced plans to leave the firm.
10/02/2012
The full Boston expansion comes shortly after a team of 16 family office professionals joined Rothstein Kass from Boston-based JDJ Associates in late July.
10/02/2012
She has additionally taken the role of CEO for the Vincent Fairfax Family Foundation, vacated when Dr. Sue-Anne Wallace retired earlier this year.
10/01/2012
The investing habits of traditionally secretive family offices have been revealed in a Financial Times Group report, carried out in conjunction with RDS Capital.
09/30/2012
A new study by Saybrook University scholar Dennis Jaffe shows why – and what to do about it.
09/27/2012
Sorbus is targeting clients with investable assets of around £50 million
09/26/2012
"The growing importance of South America, and Brazil in particular, “on the world economic stage is undeniable”
09/26/2012
The New York-based firm, which manages about $300 million (€233.3 million), is reportedly struggling to raise capital and will start returning money to its clients in October. It plans to be converted to a family office in 2013.
09/23/2012
Think of the term “family office” and a number of images will enter your mind; oak-panelled rooms, exclusive client lists and imposing offices. But the family office has come a long way since emerging in the US during the 19th century.
09/23/2012
Over 75 Percent of Ultra-Wealthy Estate Plans Are at Least Three Years Old - RESEARCH
Survey of Single-Family Office Executive Directors Reveals Nearly 95 Percent of Clients Have Experienced Significant Changes Since Estate Plans Were Drawn Up
09/17/2012
Multi-family office opens MENA office in Dubai
Previously he worked for Royal Bank of Canada in Dubai following its acquisition of Mourant Private Wealth
09/12/2012
Infovest21’s family office/foundation survey explores single family office, multiple family office and foundations’ views of hedge funds and funds of funds.
09/12/2012
"Many high net worth (HNW) and family offices find it difficult to access international strategies which suit them, as most are designed for the institutional market and are not in the best long-term interests of private wealth holders," said P
09/11/2012
Credit Suisse Family Business Index has outperformed the market over the past 5 years by 8%
09/09/2012
There's a hot new trend coming out of family and wealth management offices around the country.
09/05/2012
The family office set up by Walt Disney India chief Ronnie Screwvala, will focus more on early-stage investments in its private equity practice as it looks to back Indian entrepreneurs.