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family office

April 2, 2008

Wells Fargo Bank has launched a new business unit in a bid to capitilise on the multi-family office boom.

Wells Fargo Bank has launched a new business unit in a bid to capitilise on the multi-family office boom.

March 6, 2008

Isle of Man fund administrator Portal, a joint venture between insurance manager Thomas Miller and a multi-family office and wealth management firm based on the island, is reportedly on track to reach $1 billion in assets under management by the end of this year.

Isle of Man fund administrator Portal, a joint venture between insurance manager Thomas Miller and a multi-family office and wealth management firm based on the island, is reportedly on track to reach $1 billion in assets under management by the end of this year.

March 1, 2008

Ed Lazar and Louise Adams go head to head on the topic of whether families should choose a MFO or a SFO. Do economies of scale trump privacy, or does having a bespoke solution beat being part of a group every time? Over to you to decide...

Ed Lazar is president of Threshold Group, a MFO based in Gig Harbor, WA.
Louise Adams is the head of a large, global SFO based in London.

Ed Lazar and Louise Adams go head to head on the topic of whether families should choose a MFO or a SFO. Do economies of scale trump privacy, or does having a bespoke solution beat being part of a group every time? Over to you to decide...

Go for a MFO

July 1, 2007

Socially responsible investing is a rapidly growing investment vehicle for business
around the world. Mike Scott takes a look at some of the largest and most successful
SRI funds, and explains how family businesses can get involved

Mike Scott is a freelance journalist based in the UK.

Socially responsible investing is a rapidly growing investment vehicle for business around the world. Mike Scott takes a look at some of the largest and most successful SRI funds, and explains how family businesses can get involved

January 1, 2006

At Campden Conference’s 2005 European Family Office Conference we presented the results of a survey conducted on family governance and the inner workings of family offices from around the globe. Melanie Stern reports on the findings

Melanie Stern is section editor of Families in Business.

At Campden Conference's 2005 European Family Office Conference we presented the results of a survey conducted on family governance and the inner workings of family offices from around the globe. Melanie Stern reports on the findings

We in the family business world hear a lot about bad ­governance affecting both familial harmony and business success.
 

November 1, 2003

We asked family offices to tell us what they thought the most interesting alternative investment products for their clients were. Melanie Stern summarises the top four responses

Melanie Stern is Section Editor of Families in Business magazine.

We asked family offices to tell us what they thought the most interesting alternative investment products for their clients were. Melanie Stern summarises the top four responses

November 1, 2003

Melanie Stern examines the use of alternative investments in family office portfolios across the world

Melanie Stern is Section Editor of Families in Business magazine.

Melanie Stern examines the use of alternative investments in family office portfolios across the world

January 1, 2003

Family wealth brings with it responsibility and children should be comfortable with financial issues from the most basic to the most sophisticated. To this end, an increasing number of family offices are focusing on the need to educate younger family members in the care and management of the family fortune

Ian Youngman is a freelance writer based in
the UK.

Family wealth brings with it responsibility and children should be comfortable with financial issues from the most basic to the most sophisticated. To this end, an increasing number of family offices are focusing on the need to educate younger family members in the care and management of the family fortune

January 1, 2003

The role of the family office has become the subject of much debate as the need to rethink the approach to family wealth management becomes more apparent. Changes in the provision of professional advice, and its increasing complexity, mean that its purchase now requires considerable expertise

Michael Maslinski is a director of strategy and marketing consultant at Maslinski & Co.

The role of the family office has become the subject of much debate as the need to rethink the approach to family wealth management becomes more apparent. Changes in the provision of professional advice, and its increasing complexity, mean that its purchase now requires considerable expertise

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