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multi family office

May 7, 2021

Does it make sense to professionalise the management of my wealth (or that of my family), treating it in a manner comparable to how I treat my company or other businesses? In other words, should we create a family office?

Does it make sense to professionalise the management of my wealth (or that of my family), treating it in a manner comparable to how I treat my company or other businesses? In other words, should we create a family office?

May 4, 2021

Attention to strategies for the management and continuity of the assets of entrepreneurial families in Italy has grown considerably in recent years, as has the role and scope of family offices.

Attention to strategies for the management and continuity of the assets of entrepreneurial families in Italy has grown considerably in recent years, as has the role and scope of family offices.

Family offices are by definition the custodians and controllers of these—often immense—family assets and today represent a truly diverse universe.

January 13, 2021

The 2020 election did not result in the massive blue wave that many predicted, but there are definitely still blue ripples reaching shore—especially now that Democrats won both Senate seats in the Georgia runoff elections.

The 2020 election did not result in the massive blue wave that many predicted, but there are definitely still blue ripples reaching shore—especially now that Democrats won both Senate seats in the Georgia runoff elections.

With the Democrats controlling the White House and now both houses of Congress, there are certainly changes in tax policy and other areas that ultra-wealthy families should expect and watch closely.

December 7, 2020

The acquisition of the $2.8 billion London-based family office Sandaire by Schroders did not come as a shock to some family office principals who say they anticipate further consolidation as financial institutions seek inroads into the $5.9 trillion family office space and family office principals near retirement age.

The acquisition of the $2.8 billion London-based family office Sandaire by Schroders did not come as a shock to some family office principals who say they anticipate further consolidation as financial institutions seek inroads into the $5.9 trillion family office space and family office principals near retirement age.

However, those principals acknowledged that the very wealthiest of families would always want their own financial services managed directly and discreetly inhouse, regardless of mounting business costs and uncertain investment returns.

October 28, 2020

Families have accelerated their wealth transfers to their next generation before a possible victory by Democrat challenger Joe Biden in the US presidential election.

Families have accelerated their wealth transfers to their next generation before a possible victory by Democrat challenger Joe Biden in the US presidential election.

However, families should only consider how much and how to give away funds as part of their longer term multigenerational goals and if they could afford it, warned TwinFocus, a Boston and London based multi family office.

January 10, 2020

China’s billionaire business families are setting up their own family offices at a phenomenal rate as ageing principals shift their priorities from wealth creation to preservation and succession.

China’s billionaire business families are setting up their own family offices at a phenomenal rate as ageing principals shift their priorities from wealth creation to preservation and succession.

More than three-quarters of Chinese families surveyed by Campden Wealth said they either established or joined a family office after 2010. In the last six years, interest has been growing, and almost one-third reported they began using family office services in either 2018 (13%) or in the first eight months of 2019 (18%).

November 15, 2018

The increasing number of wealthy families requiring multijurisdictional services has pushed two of the world’s largest commercial multi family offices (CMFO) to sign a strategic alliance following two years of discussions.

The increasing number of wealthy families requiring multijurisdictional services has pushed two of the world’s largest commercial multi family offices (CMFO) to sign a strategic alliance following two years of discussions.

The agreement will see UK-based Stonehage Fleming provide international family office, trust, and investment services to clients of Glenmede in Europe, the Middle East and Africa (EMEA) throughout its 11-office network.

April 2, 2018

As family offices continue to grow in structure and wealth, how is this affecting the commercial multi family office industry? How are they managing wealth or is their focus shifting away from investment advice? Alexander Ferguson reports 

As family offices continue to grow in structure and wealth, how is this affecting the commercial multi family office industry? How are they managing wealth or is their focus shifting away from investment advice? Alexander Ferguson reports 

After 2008, the commercial multi family office (CMFO) industry was anxious. More than a quarter of high net worth individuals (HNWIs) either pulled assets out of their wealth management firms or left them altogether, according to a survey by Merrill Lynch and Capgemini.

October 13, 2016

One of the largest international multi family offices in Europe has bucked the trends of uncertainty and low returns by consolidating its ultra-high net worth client services with an emphasis on multigenerational planning.

One of the largest international multi family offices in Europe has bucked the trends of uncertainty and low returns by consolidating its ultra-high net worth client services with an emphasis on multigenerational planning.

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