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.
Regulation, Risk & Compliance
01/16/2013
Former hedge fund star launches family office
He is one of a number of star hedge fund managers who has moved away from managing assets for pension funds or wealth managers and rich individuals and switched to running his own wealth.
01/10/2013
Family Office Investing During Uncertain Times
An Interview with Author and Consultant Arthur Bavelas
01/07/2013
Center Bancorp, Inc.'s Private Banking Division Announces Strategic Partnership With Alexander, Troy & Company
"The Private Banking Division at Union Center National Bank provides unparalleled personal attention and an exceptional range of products and services, such as this new partnership."
01/07/2013
Forbes Family Trust Forms Exclusive Strategic and Investment Advisory Partnership with LGL Partners
"We look forward to sharing our combined global wealth and investment management experience with clients of Forbes Family Trust.”
01/07/2013
Family office opens New York branch
Prior to joining Athena he was head of JP Morgan’s Private Wealth Management office on New York
12/13/2012
Family office advisers sign alternatives tie-up
Interest is growing among Asian families for such assets, with cities such as London proving hot destinations, something property firms are also responding to.
12/13/2012
Fiducia eyes move to family office model
"We believe that, if a financial planner is to survive, they should really consider that."
12/13/2012
Family office and HNW clients overlook best cash deposit rates
Geary highlights the example of UBS AG, Switzerland's largest bank. It has recently announced that it is going to charge clients for the privilege of depositing cash balances in Swiss francs.
12/13/2012
Family office and HNW clients overlook best cash deposit rates
Geary highlights the example of UBS AG, Switzerland's largest bank. It has recently announced that it is going to charge clients for the privilege of depositing cash balances in Swiss francs.
12/10/2012
Campden Wealth survey reveals disappointing European family office returns
Since the onset of the financial crisis, family offices have shifted their allocations
12/09/2012
HSBC Tops In Family Office Assets
Single family offices are not required to register with the U.S. Securities and Exchange Commission.
12/05/2012
U.S. multiple family offices' AUM increased 68% - RESEARCH
Assets under management for multiple family offices increased 68% between 2007 and 2011 to $777.3 billion, according to recent research released by Boston-based global research firm Cerulli Associates.
12/04/2012
CFTC Issues Relief for Family Offices
In order to qualify for the exemption, a family office must claim the exemption by filing electronically prior to December 31, 2012.
12/03/2012
Geller appoints tax services business head
She joins Geller & Company from Deloitte's Private Company Services practice in New York where she spent more than seventeen years serving high net worth individuals and families
12/03/2012
Geller appoints tax services business head
She will also play a key role as part of the executive team of Geller Family Office Services, the firm's family office and wealth advisory business, and help guide its strategic direction.
12/02/2012
Family Office Opens Up Historic Managed Futures Strategy
The firm recently decided to take on outside money, which it is hoping to attract through its newly-launched Longboard Futures Strategy Fund.
12/02/2012
Brazil's Cohab Aboulafia Family Seeks Partners for Growth
Cainvest International Bank Ltd., the wealth-management firm controlled by Brazil’s Cohab Aboulafia family, plans to expand in Latin America by partnering with family offices.
11/28/2012
Multi-family office opens office in Singapore
Russian law firm and multi-family office with the headquarters in Moscow has announced the launch of its first office in Singapore.
11/26/2012
Senrigan Partner Plans Family Office
The executive's departure comes at a tough time for the Asian hedge fund industry which has seen investors pull out a net $1.35 billion through October this year, according to data from industry tracker Eurekahedge.