Share |

family offices

Firms ‘in state of denial’ over Dodd-Frank Act

August 10, 2011

Many finance and family offices professionals are in a state of denial over the imminent implementation of the Dodd-Frank Act, according to the IMS Group’s Jonathan Wilson.

Figures from the professional financial services group show that three-quarters of non-US based finance professionals working in the alternative investment industry are unprepared for the Dodd-Frank Act.

FOs may escape the worst of US regulatory reform

July 16, 2010

A leading expert believes family offices are likely to escape greater scrutiny from the Securities & Exchange Commission after the US Senate voted for one of the biggest regulatory changes to the financial sector for years.

Will regulation be the ultimate ball and chain?

March 8, 2010

Proposals in the US to regulate private wealth managers could have a profound effect on family offices the world over

Where to now if you're looking to change jurisdictions?

June 3, 2009

Much talk in the past few months has been focused on which jurisdictions are the most family office friendly. Whilst Switzerland, Monaco and London seem obvious choices when establishing a family office within Europe, we found that the Isle of Man, a self governing British Crown dependency, suited our purposes and is now making concerted and successful efforts to compete in this market.

Why European SFOs are optimistic about the future

March 12, 2009

While commentators, politicians and much of the general public remain unsure about what will happen to the global economy in the short term, single family offices in Europe remain upbeat and believe that the present crises can be survived.

Communicating value to clients

March 11, 2009

Family offices are characterised by their provision of high touch, bespoke services. So while investment performance that meets the financial targets of the sundry family members is the ultimate measure of a family office’s success, effective and frequent communication with clients is an essential part of their offering, especially when markets are volatile.

This fourth article in a series of six is written by Paul Watthey, director of marketing, Advent Software EMEA.

European SFOs shun equities amid global economic crisis

March 9, 2009

The second annual report by Merrill Lynch and Campden Research has found that Europe’s single family offices responded to the economic crisis in 2008 by pulling their money out of equities and putting it into cash.

The second annual report by Merrill Lynch and Campden Research has found that Europe's single family offices responded to the economic crisis in 2008 by pulling their money out of equities and putting it into cash.

Philanthropists’ needs not being met by advisors says new report

October 15, 2008

European private client wealth advisors, including family offices, are not meeting the needs of today’s philanthropists according to a new report.

European private client wealth advisors, including family offices, are not meeting the needs of today's philanthropists according to a new report. Nevertheless, philanthropy services are expected to become a core service of such providers within the next five years.

On the rise: family offices in Asia

January 1, 2007

In Asia, many businesses are family-owned, but the “advising” industry seems to be in its infancy. One such field that is gaining ground is family offices. While no one format has come to the forefront, the model is becoming more widespread, and families, bankers and investment advisors are understanding the need and usefulness of the concept. Families in Business spoke with Chew-Mee Kirtland, managing director of Mornington Services, a multi-family office based in Singapore, about the trends in Asian family offices

In Asia, many businesses are family-owned, but the "advising" industry seems to be in its infancy. One such field that is gaining ground is family offices. While no one format has come to the forefront, the model is becoming more widespread, and families, bankers and investment advisors are understanding the need and usefulness of the concept. Families in Business spoke with Chew-Mee Kirtland, managing director of Mornington Services, a multi-family office based in Singapore, about the trends in Asian family offices

Seek the best advice

September 1, 2005

Private wealth management advice can be hit and miss. Thomas Livergood examines what family businesses need and how to prepare a shortlist of questions to tell if the firm is a goldmine of priceless nuggets and top services – or a minefield of expensive guff

Tom Livergood is CEO of The Family Wealth Alliance in Oak Brook, Illinois, USA. The website address is www.FWAlliance.com