News, Comment & Analysis results for Family Office

Family Office
November 18, 2022

New Multi-Family Office Is Launched

The new MFO, with offices in the US East Coast, oversees about $5 billion of client money.

Family Office
November 7, 2022

EXCLUSIVE: LNG – A Growth Driver For Three Groups Of Single Family Offices

Demand for liquified natural gas, aka LNG, is high amidst a global energy crisis, magnified by

Family Office
September 26, 2022

Large SFOs Have Weightier Equity Stance, But Suffer As Stocks Fall – Credit Suisse

The report does not yet cover North America, but findings may be indicative of how single-family

Family Office
September 21, 2022

The Essential Tool That Family Offices Ignore

It’s no secret that private banking, which includes credit and lending services, is an essential

Family Office
September 13, 2022

After Bumpy Ride, FOX Faces Turning Point

This news service talks to Family Office Exchange, and also reflects on the network of such groups

Family Office
August 25, 2022

Family Offices Re-evaluate Tech To Tap UHNW Growth

There remains great potential in the UHNW wealth segment, but family offices need the technology

Family Office
August 9, 2022

Family Offices Embrace Tech More Urgently; Cyber-Vulnerabilities Remain

This publication has noted how some – not all – family offices can be shy about spending money

Family Office
July 15, 2022

Tough Markets Cause Family Offices To Slow VC Investments

For some time, the fact that family offices are enthusiasts for VC has been an obvious fact but

Family Office
June 8, 2022

Rising Costs Worry Family Offices – UBS

Among a raft of concerns and opportunities, family offices need to monitor costs at a time of

Family Office
June 1, 2022

Single-Family Offices' Tech Shyness – How To Overcome It?

For all kinds of reasons, single-family offices have not rapidly embraced technology, although

Comment & Analysis results for Family Office

Family Office
March 25, 2019

Family Office Focus: Efficiency in Accounting and Investment Analysis - Research

This publication’s research arm has taken a deep dive into the key technological and operational

Family Office
February 19, 2019

Family Offices' DIY Talent-Hunting Ignores Need For Expertise - Recruiters

Experienced family office executive search figures frown on reports that FOs are sourcing more

Family Office
February 1, 2019

Delivering Returns, Managing Expectations - The Outsourced CIO's Task

This news service recently spoke to Hirtle Callaghan, an outsourced chief investment office

Family Office
November 29, 2018

Experts Explore What Wealthy Families Ask

Family office consultant and regulator contributor Joe Reilly interviewed the authors of a new book

Family Office
October 29, 2018

Cresset's MFO Chief Vows To Build New Wealth Management Model

One of the newest players in the family offices space has been setting the pace in recent weeks,

Family Office
August 16, 2018

Remembering Charles Collier

This publication remembers Charles Collier, whose achievements in the industry, writings on family

Family Office
August 8, 2018

Family Offices, Medicine And Medical Advancement - Part Two

This is the second instalment of articles by a wealth management advisor around medical and

Family Office
July 26, 2018

Navigating Tough Family Wealth Challenges With Education Theater

Regulator FWR contributor Joe Reilly talks to this year's winner of the publication's outstanding

Family Office
June 5, 2018

What Family Offices Want From Real Estate

A practitioner in the field of family office real estate investing, and now a publisher and public

Family Office
May 17, 2018

Scanning The Role, Potential Of A "Chief Learning Officer"

Regular FWR contributor and wealth industry figure Joe Reilly sits down with a family enterprise