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Sara Ferrari

June 24, 2019

Most families fight a losing battle to sustain wealth past their third generation. Alison Ebbage asks four experts what families can do to avoid becoming another statistic

The Gilded Age was a defining period of massive economic growth in the United States during the late 19th century. It fuelled a period of extraordinary wealth generation for some of the young nation’s wealthiest families, a period that was tinged with the darker shadow of inequality.

May 14, 2019

Family offices registered their best investment performance in five years and the majority intend to maintain or further increase their deal flow. Yet as experts warn that the bubble may burst, are families prepared for what comes next?

Record returns, a trend towards high risk, more illiquid investments in pursuit of yield, and an increased appetite for co-investments all shaped the family office landscape last year. So, how have family offices structured their portfolios for such high returns?

In 2017, investment performance converted into capital gains, with almost half (48%) of family offices reporting their assets under management have increased over the 12 months surveyed.

March 12, 2018

Global principals and the next generation are slowly taking steps to ensure the family fortune lives beyond its founder, but there’s still work to be done. We find out why failing to plan for succession is planning to fail. 

Global principals and the next generation are slowly taking steps to ensure the family fortune lives beyond its founder, but there’s still work to be done. We find out why failing to plan for succession is planning to fail. 

The death of family members is hardly a topic most are falling over themselves to discuss, and this partly explains why less than half those surveyed in The Global Family Office Report 2017 (GFOR) have a full succession plan in place.

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