03/22/2013
Challenges for Family Offices: Customized Service versus Economies of Scale
Family offices in the United States steward more than $1.5 trillion in assets
Regulation, Risk & Compliance
03/20/2013
Management & Acquisition Firm Expands Family Office Services
WMA has leveraged their vast knowledge in all aspects of family office to the benefit of their clients
03/13/2013
Large US Single Family Office Chooses Dynamo
Dynamo platform is the cutting edge solution for limited partners.
03/13/2013
UBS Wealth hires JP Morgan's Ward as UK family office head
Ward, who has 22 years' experience, joins from JP Morgan where she managed the firm's global reputation risk office, a role Ward held since 2008.
03/11/2013
Wealthy Individuals and Families Frequently Overpay to be Underinsured
Survey of 600 independent agents finds most high net worth families insured by mass-market carriers remain vulnerable to severe financial loss and overlook discounts
03/10/2013
Calamos Launches Thought Leadership Summit for Wealthy Families
Calamos also hosts regional Building & Preserving Wealth programs
02/28/2013
Using Family Foundations to Attract Wealthy Clients
You’re seeing greater awareness among financial advisors on how important it is to focus on qualitative issues
02/26/2013
Serial entrepreneur couple set up family office
Thy are the latest among first generation entrepreneurs to start a family office
02/25/2013
IMD to Launch New Executive Education Programs
These leadership-focused programs are designed to meet the ever-evolving needs of senior executives, including growing demands for insight on Asia.
02/25/2013
Nucleus launches trusts to cater to family office trend
Firms were increasingly looking at on-platform solutions to carry out inheritance and family office planning, Nucleus said.
02/17/2013
Some HNW and family offices reassured that they will not pay for insider trading probe legal fees
The amount of the investor redemption notices exceeds the US$1 billion figure
02/17/2013
New CIO of Bass family office named
Before joining Oak Hill in 2010, he was president and executive director at Nuveen Investments.
02/11/2013
Northwood Family Office recognized as best family office in Canada
It was recognized for its varied services and expertise
02/10/2013
Family office the administrative hub of a wealthy family
We do a lot of financial administration for families
02/07/2013
Former Bank Hapoalim Switzerland CEO joins OpenArc AM
OpenArc Asset Management is an independent, wealth management firm addressing the investment needs of ultra high net worth individuals, families and institutions across the globe.
02/05/2013
Smith & Williamson launches dedicated website to support its family office services
Smith & Williamson’s family office service brings together expertise in three key financial components of a family’s affairs; investment management, tax and financial planning.
01/31/2013
Mack International Nominated for Best Family Office Consulting Firm
Ms. Mack is highly regarded as a thought-leader, renowned speaker and wealth-management industry event chairperson who is frequently invited to present at influential family office forums, conferences and private events all over the world.
01/22/2013
UBS Launches Global Family Office in the Americas
The UBS Global Family Office was launched in Europe and the Asia-Pacific region in January 2011 and currently manages more than USD 50 billion in assets.
01/17/2013
New Family Wealth Toolkit Helps Families Maximize More Than Wealth
The Family Wealth Sustainability Toolkit is more than just a book.
01/16/2013
Family Office Exchange appoints new CEO
He has extensive experience working with family offices and wealth advisors. Since 1999, he has operated his own consultancy helping families set up and recruit for their Family Offices.