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family office

March 11, 2016

The operational structure of a family office, its asset base, who it is intended to serve, and with what investments and services, are all key drivers of costs. For first generation family offices, the client base is relatively small and considerations over the extent of service are based largely on personal preference.

The operational structure of a family office, its asset base, who it is intended to serve, and with what investments and services, are all key drivers of costs. For first generation family offices, the client base is relatively small and considerations over the extent of service are based largely on personal preference.

March 11, 2016

Costs in the average family office are up. Is it possible to retain value while trimming back expenditures through outsourcing and technology? Alison Ebbage takes a look

February 26, 2016

The OECD’s Common Reporting Standard has been described as a ‘paradigm shift for tax’ as it seeks to automate the way governments share tax information with each other. How are family offices being affected? Alison Ebbage reports

Its official name is the global standard for automatic exchange of financial account information – these nine words are a simple distillation of an ambitious project to tackle global tax evasion. Known more regularly as the Common Reporting Standard (CRS), it will see government-to-government sharing of account holder information and builds upon existing legislation, notably the US Foreign Account Tax Compliance Act (FATCA) and the EU Savings Directive.

December 21, 2015

Real estate and agricultural land remain the most popular investments for ultra-high net worth families, says new research by international family office Stonehage Fleming – although the family business remains their central asset. 

Real estate and agricultural land remain the most popular investments for ultra-high net worth families, says new research by international family office Stonehage Fleming – although the family business remains their central asset.

Four Pillars of Capital for the Twenty First Century found that 78% of families would hold real estate and agricultural land and 67% said they would hold equities as a long-term strategy.

December 15, 2015

Widespread access to digital information and social media could be driving ultra-high net worth millennials to engage more on philanthropy and impact investing, says the author of a new report that is focussed on the next generation’s attitudes to wealth. 

Widespread access to digital information and social media could be driving ultra-high net worth millennials to engage more on philanthropy and impact investing, says the author of a new report that is focussed on the next generation’s attitudes to wealth.

December 11, 2015

Real estate, private equity and hedge funds were three asset categories that defined family office investment in 2014, but what other areas should family offices prioritise as they move into the next financial year? 

The multi-year trend of family offices taking on more risk continued in 2015, both in investment intentions and portfolio allocations, according to the second annual Global Family Office Report. Yet one unintended consequence of their ‘risk on’ approach is that many offices are excessively focused on investments, which in turn means they are failing to address several key areas of concern. 

December 3, 2015

Private equity was the most common asset class among family offices in 2014 and one of the year’s best performers. So why are some executives voicing caution about expectations moving forward? 

The popular belief that strong returns in private equity will continue into the future has been challenged by participants in the Global Family Office Report 2015, warning that a build-up in unallocated capital could lead to lesser returns. 

According to one chief executive from a single family office in North America, who participated in the report anonymously, the record level of unspent cash is creating undue levels of competition, which is in turn pushing up prices. 

November 27, 2015

Low interest rates and lacklustre returns in equities helped the hedge fund asset category gain the largest growth in allocations this year, but a diverse investment strategy from external managers meant that returns were a mixed bag.

The multi-year trend of family offices taking on more risk continued in 2015, triggering a two percentage point increase in allocations to hedge funds, according to the second annual Global Family Office Report.

Data revealed that the average family office portfolio allocated approximately 9% to hedge funds in 2015, up from 7% the year before, making it the fastest growing asset class for the year.

November 20, 2015

Universities remained the main destinations for multi-million dollar donations in 2014, despite a 8% drop in the total number of charitable gifts overall, according to a recently published study of donor trends in six regions around the world.

Universities remained the main destinations for multi-million dollar donations in 2014, despite a 8% drop in the total number of charitable gifts overall, according to a recently published study of donor trends in six regions around the world.

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