This publication’s research arm has taken a deep dive into the key technological and operational challenges specific to family offices, surveying and interviewing firms managing over $72 billion in assets to produce an invaluable benchmarking tool for the sector.
Winners of the Family Wealth Report annual awards program, held to honor outstanding practitioners in the North American wealth management sector, were announced last night.
In what appears to be a coup for Boston Private, the duo join to build out its family offices services business. The men have been involved in promoting thought leadership around the FO sector in recent years.
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The outsourced chief investment officer model has prospered in the US, with family offices and other organizations farming out business. With client demands rising, the model cannot presume easy growth in future.
A firm has unveiled two projects in American cities that tap into the tax-deductible programs called Qualified Opportunity Zones, already causing activity in the wealth management sector. ...
This article examines how managers can and should help frame clients' expectations of hedge fund investments. ...
The prospect that China's currency will rival the dollar eventually as a global reserve unit has been often predicted, but are the conditions really in place, asks Citi? ...
The firm offers wealth solutions and says its services are even more valuable amid current political and related uncertainties. ...
The latest moves in the North American wealth management market. ...
This publication reviews a book advising UHNW individuals about the issues they confront. ...
Ultra-high net worth families are confused by myriad configurations of advisors and commercial providers and often choose to serve themselves by forming a family office. This article continues to explore where t...
As guidance for firms and readers, this publication intends to explore the following themes over the next 12 months. ...
This publication spoke recently to the alternative investments platform about these new Zones and how high net worth investors should consider them. ...
Ultra-high net worth (UHNW) families are confused by myriad configurations of advisors and commercial providers and often choose to serve themselves by forming a family office. This article explores where this ...