Managers of Wealth Offshore

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

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.

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.

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.

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.

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.

Impact investing a growing trend with family offices, says Wermuth

Family offices are increasingly recognising the advantages of impact investing post financial crisis

Family offices step up pressure on private banks

Multi-family offices question the independence of private banks, but say they are losing the battle for mindshare because they don't have the same sort of marketing budget.

Weintraub to Return Money in Transition to Family Office

In this year’s first half, 424 hedge funds were liquidated, according to Chicago-based Hedge Fund Research Inc.

Credit Suisse Launches Single Family Office Service in India

"The launch of the Single Family Office service is a milestone for wealth management in India."

Family Office Exchange Adds Three New Firms to List of Leading Wealth Advisors

The list identifies firms that have passed a comprehensive screening to assess their ability to deliver integrated wealth advice to families with more than $20 million in investable assets.

Challenges mounting for Middle East family businesses - RESEARCH

Deloitte experts on Family Businesses point to the growing challenges faced by today's family businesses, and how they can be overcome.

Wealthy Donors Increasingly Manage Giving Through Family Offices: Study

Wealthy families are increasingly considering a family office to manage their philanthropic giving, according to a new study released by the National Center for Family Philanthropy.

Rich Families Cut Back on Buyout Firms for Direct Deals

Single-family offices are investing directly because of declining fund returns and concerns that some outside managers charge high fees and may have conflicts of interest, according to Wharton.

Family offices grow despite challenges

Some of the most talented hedge fund managers and executives are beginning to leave

Baupost Group reports positive Q3 returns, co-portfolio manager to start family office

He will be leaving to start his own family office

Webinar - Empowering the Board to Evaluate Performance

Evaluating family office performance goes beyond investment performance and the cost of office operations.

Hard Times in Family Offices

As Penta Daily’s readers will recall, the SEC drafted new family office rules in July, 2011 to make sure family offices didn’t get caught up in the onerous Dodd-Frank regulation targeted at investment advisors.

Should you set up an old-fashioned family limited partnership?

The reason this esoteric and rather arcane estate planning device has once again become popular is because of the scheduled end of the $5.12 million gift tax exemption

Regulation, Risk & Compliance