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multi family office

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.

February 18, 2016

US wealth manager Abbot Downing has established a new business strategy to better focus on single family office clients, with its president stating that more investment entities are transitioning into family offices in the face of increasing regulation.

US wealth manager Abbot Downing has established a new business strategy to better focus on single family office clients, with its president stating that more investment entities are transitioning into family offices in the face of increasing regulation.

The group announced last month that it would be appointing Joe Freeman its new head of family office services. The platform would facilitate access to products and services provided by Abbot Downing’s parent company Wells Fargo.

September 3, 2015

High net worth individuals are not the most obvious investors in infrastructure, an asset class more closely associated with institutional investors. But some general partners as well as their advisers are finding family offices and the money managers of the ultra wealthy are increasingly receptive to their overtures. Brendan Malkin investigates.

Just before the 2008 financial crisis, the large London based multi family office Stonehage Fleming decided to rethink where it deployed some of the large pool of capital it was managing for several rich families.

August 7, 2015

Working alongside future generations of clients was one of two driving factors in governance and ownership changes at Matter Family Office, according to a member of its new board of managers.

Working alongside future generations of clients was one of two driving factors in governance and ownership changes at Matter Family Office, according to a member of its new board of managers.

The US multi family office, based between Denver and St Louis, announced last month it was shifting from a firm led by a CEO and managing director to a partnership. Founded in 1990, the firm serves 50 core clients across 20 states, with $5 billion assets under management.

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