Managers of Wealth Offshore

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.

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.

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.

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.

New Family Wealth Toolkit Helps Families Maximize More Than Wealth

The Family Wealth Sustainability Toolkit is more than just a book.

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.

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.

Family Office Investing During Uncertain Times

An Interview with Author and Consultant Arthur Bavelas

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."

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.”

Family office opens New York branch

Prior to joining Athena he was head of JP Morgan’s Private Wealth Management office on New York

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.

Fiducia eyes move to family office model

"We believe that, if a financial planner is to survive, they should really consider that."

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.

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.

Campden Wealth survey reveals disappointing European family office returns

Since the onset of the financial crisis, family offices have shifted their allocations

HSBC Tops In Family Office Assets

Single family offices are not required to register with the U.S. Securities and Exchange Commission.

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.

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.

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

Regulation, Risk & Compliance