News, Comment & Analysis results for Family Office

Family Office
May 16, 2022

New Study Offers Invaluable Operational Insights For UHNW Wealth Managers

This publication has launched its second study on efficiency in accounting and investment analysis

Family Office
May 12, 2022

Single-Family Offices Fret Over Transparency, Data Demands – EY

The pace of regulatory change continues to change and with it demands – not always wise – for

Family Office
May 10, 2022

Increasing Digitalization Raises Family Offices' Talent Challenge

Family offices need to be more creative at finding and managing talent, especially in a world where

Family Office
May 2, 2022

EXCLUSIVE: Europe And North America – Single Family Offices Compared

The extended coverage of single family offices on the database of Highworth Research – an

Family Office
April 28, 2022

Archegos Founder, Ex-CFO Charged With Securities Fraud

The collapse of Archegos, and the fact that it was structured as a family office, encouraged some

Family Office
April 20, 2022

EXCLUSIVE: Largest Single Family Offices Online Database Now Offers Full US Coverage

The Highworth Research database is now covering the market for single-family offices across the US,

Family Office
April 14, 2022

Younger UHNW Investors Keener On Startups, Direct Investing – Preqin

The research firm cast its eyes over the family office sector and the attitudes these organizations

Family Office
April 12, 2022

Why Bill Payment Is The Technological Weakest Link

Bill pay can be a real value-add to family office clients, but it is frequently beset by

Family Office
April 8, 2022

Charting Family Offices' Needs

What should family offices do in-house and what should they outsource? Should certain families

Family Office
March 25, 2022

Wealthy Families Must Build Corporate Mindset

Families seeking to keep harmonious relations cannot assume that selling a business and taking the

Comment & Analysis results for Family Office

Family Office
May 5, 2015

FEATURE: The Globalization Of Family Offices: Challenges And Opportunities

Here, Family Wealth Report talks to London-based Yolande Escher Dwivedi and Jeroen Kwist of BNY

Family Office
February 23, 2015

Engaging Millennial Clients: Five Themes And Some Misconceptions Uncovered - FOX Research

The issue of how to serve wealthy Millennials is high on the wealth management industry's agenda,

Family Office
January 26, 2015

Single Versus Multi-Family Offices: A Look At The Advantages, Drawbacks Of Each Model

This article considers the benefits and drawbacks of the single and multi-family office model,

Family Office
December 4, 2014

EXCLUSIVE: Conference Hears About Family Office Structures, Achievements And Governance

Culture and specialization is key to a successful family office, a panel of industry leaders told

Family Office
October 22, 2014

Exclusive Interview With Market Street Trust On All Things Wealth Management

Joe Reilly interviews Robert Elliott of Market Street Trust about families that go into wealth

Family Office
August 4, 2014

FEATURE: A Look At The Virtual Family Office Model

As the family office industry grows and becomes more mainstream - cropping up more frequently in

Family Office
July 31, 2014

FEATURE: Key Considerations For Family Offices Looking To Recruit

A look at some of the issues that family offices face when looking to make an important hire.

Family Office
July 9, 2014

EXCLUSIVE: Building, Maintaining A Family Office "Culture Of Referral" - FOX Forum

Alexandre Monnier, president at FOX, talks about how building a “culture of referral” is a

Family Office
June 11, 2014

INTERVIEW: Family Offices Embracing "Discoverability" When Sourcing Investment Opportunities

Peter Lehrman of Axial, talks to FWR about how family offices are embracing the notion of

Family Office
November 8, 2013

FEATURE: Recruitment At Single Family Offices: A Look At The Critical Issues

In a client service-based industry such as wealth management, it is the people that make or break