Vimeo
LinkedIn
Instagram
Share |

family office

June 17, 2013

A group of senior London-based financiers have come together to form a new multi family office designed to more closely align the interests of the partners with those of its clients.

A group of senior London-based financiers have come together to form a new multi family office designed to more closely align the interests of the partners with those of its clients.

June 4, 2013

The professional services group Ernst & Young has launched a new family business resource centre to aid its clients and others to pursue best practices in the sector.

The professional services group Ernst & Young has launched a new family business resource centre to aid its clients and others to pursue best practices in the sector.

Peter Englisch, global family business Leader at Ernst & Young, said: “The Global Family Business Centre provides access to our unique 'growth DNA of family business’ model, which addresses every facet of the personal and business agenda, aligning our personalised range of business services to address the specific needs of each of our clients.

May 24, 2013

Wealthy individuals in the Middle East prefer the privacy and trust of a single family office to the offerings of a multi-family office, new research from investment advisers Invesco has revealed.

Wealthy individuals in the Middle East prefer the privacy and trust of a single family office to the offerings of a multi-family office, new research from investment advisers Invesco has revealed.

As a result, the region’s SFOs dominate MFOs in popularity and the amount of assets under management.

May 23, 2013

Brewing fortunes are not uncommon. But few of these fortunes have been turned into such a successful family office as Quilvest. Campden interviews its chief executive.

 

May 15, 2013

Deutsche Bank has announced it has merged two of its family offices into one unit to create Deutsche Oppenheim Family Office, creating the largest family office in Germany.

Deutsche Bank has announced it has merged two of its family offices into one unit to create Deutsche Oppenheim Family Office, creating the largest family office in Germany. It will offer a full range of services for ultra-high net worth clients as well as cooperation with single or multi family offices.

Created from the merger of Oppenheim Vermögenstreuhand and Wilhelm von Finck Deutsche Family Office, the new family office has total assets under management of around €10 billion.

April 5, 2013

The number of wealthy families that have opted for so-called written constitutions to resolve potential conflicts has surged since the onset of the financial crisis, according to a new survey.

The number of wealthy families that have opted for so-called written constitutions to resolve potential conflicts has surged since the onset of the financial crisis, according to a new survey.

Stonehage Group, a multi family office based in London, said that more than 20% of its ultra-high net worth clients, many of them family businesses, now have written constitutions, compared with just a few percent before the financial crisis.

March 8, 2013

Family offices are being warned it is “risky” to ignore the introduction of the Foreign Account Tax Compliance Act next year. 

Family offices are being warned it is “risky” to ignore the introduction of the Foreign Account Tax Compliance Act next year.

Tom Humphreys, head of the federal tax practice group at law firm Morrison & Foerster, said the US government is “marching along fairly deliberately to implement Fatca” on 1 January 2014. It has signed a number of inter-governmental agreements with countries recently.

January 15, 2013

The family office of the Crosslands – the entrepreneurs behind the Airtours and Going Places holiday operators – is set to begin offering its services to other families.

The family office of the Crosslands – the entrepreneurs behind the Airtours and Going Places holiday operators – is set to begin offering its services to other families.

Crossland Private Office is teaming up with wealth management company Bedell Trust to form a multi family office under the Bedell Trust name.

January 9, 2013

Forbes Family Trust and LGL Partners are formally teaming up in an “exclusive strategic and investment advisory partnership”, in a move that could signal a possible future merger of the two US-based multi family offices. 

Forbes Family Trust and LGL Partners are formally teaming up in an “exclusive strategic and investment advisory partnership”, in a move that could signal a possible future merger of the two US-based multi family offices.

P Scott Gregorchuk, chief executive of Forbes Family Trust, a family office set up by the eponymous media moguls, told CampdenFB that the value of a more formal partnership became apparent as the groups got to know each other better over the past three years.

Click here >>
Close