Posts Tagged ‘Family Office’

Chief Financial Officer Position Open At a Family Office in New York City

admin | Tuesday, September 15th, 2009 | No Comments »

Family Office CFO

This job has been filled.




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Tags: CFO Position at a Family Office, Family Office CFO, Family Office Job Openings, Open position at a multi-family office, multi-family office wealth management jobs, family office, family offices

Family Office Wealth Management Services & Resources

admin | Sunday, August 16th, 2009 | No Comments »

Family Office Wealth Management

Looking to learn more about Family Office Wealth Management? The Family Offices Group is part of our H Media Group investment blog network, and this website is dedicated to providing hundreds of free-to-access educational videos, articles, interviews, and industry statistics on the topics of Ultra High Net Worth Wealth Management and Family Offices. They are well known for providing these educational resource and the Family Offices Database and as of last month they are now the #1 most highly visited website on the topic of family offices. Here are links to 50 of their top resources:

  1. Family Office Services
  2. Hedge Fund of Funds by Family Offices
  3. Family Office Marketing
  4. Family Office Profiles
  5. Family Office Wealth Management
  6. Family Office Industry
  7. Private Banking and Wealth Management
  8. Insti-Individual Investment Consulting
  9. Virtual Family Offices
  10. Sovereign Wealth Funds Video
  11. Iveagh Family Office Fund Launch
  12. Family Office Jobs
  13. Philanthropic Giving
  14. Family Office Services
  15. Family Office Wealth Management
  16. Single Family Office
  17. Family Office
  18. Multi-Family Offices Blog
  19. Investing Book
  20. Single Family Office
  21. Family Offices Message Board
  22. Family Offices
  23. Financial Advisor Marketing
  24. Family Office Resources
  25. Family Office Directory
  26. Fund of fund
  27. Private Equity for Family Offices
  28. Family Office Example
  29. Family Offices Group.com Archives
  30. Family Office Jobs
  31. Certified Hedge Fund Professional (CHP) Designation
  32. Jobs at Hedge Funds
  33. Family Offices Message Board
  34. Investment Internships
  35. Family Office List
  36. Family Office Professionals
  37. Family Giving | Philanthropic Management
  38. The Cost of Being Wealthy
  39. Philanthropic Giving

The Family Offices Group also is building a series of profiles on family office and UHNW wealth management firms, here are links to these resources:

Tags: family office, family offices, family office wealth management, family office services, multi-family office firms, single family offices, how to work with a family office

Family Office Firms & Services | Industry Resource

admin | Wednesday, July 29th, 2009 | No Comments »

Family Office Wealth Management

Looking to learn more about Family Office Wealth Management? The Family Offices Group is part of our H Media Group investment blog network, and this website is dedicated to providing hundreds of free-to-access educational videos, articles, interviews, and industry statistics on the topics of Ultra High Net Worth Wealth Management and Family Offices. They are well known for providing these educational resource and the Family Offices Database and as of last month they are now the #1 most highly visited website on the topic of family offices. Here are links to 50 of their top resources:

  1. Family Office Services
  2. Hedge Fund of Funds by Family Offices
  3. Family Office Marketing
  4. Family Office Profiles
  5. Family Office Wealth Management
  6. Family Office Industry
  7. Private Banking and Wealth Management
  8. Insti-Individual Investment Consulting
  9. Virtual Family Offices
  10. Sovereign Wealth Funds Video
  11. Iveagh Family Office Fund Launch
  12. Family Office Jobs
  13. Philanthropic Giving
  14. Family Office Services
  15. Family Office Wealth Management
  16. Single Family Office
  17. Family Office
  18. Multi-Family Offices Blog
  19. Investing Book
  20. Single Family Office
  21. Family Offices Message Board
  22. Family Offices
  23. Financial Advisor Marketing
  24. Family Office Resources
  25. Family Office Directory
  26. Fund of fund
  27. Private Equity for Family Offices
  28. Family Office Example
  29. Family Offices Group.com Archives
  30. Family Office Jobs
  31. Certified Hedge Fund Professional (CHP) Designation
  32. Jobs at Hedge Funds
  33. Family Offices Message Board
  34. Investment Internships
  35. Family Office List
  36. Family Office Professionals
  37. Family Giving | Philanthropic Management
  38. The Cost of Being Wealthy
  39. Philanthropic Giving

The Family Offices Group also is building a series of profiles on family office and UHNW wealth management firms, here are links to these resources:

Tags: family office, family offices, family office wealth management, family office services, multi-family office firms, single family offices, how to work with a family office

Family Office Wealth Management Resources

admin | Monday, July 27th, 2009 | No Comments »

Family Office Wealth Management

Looking to learn more about Family Office Wealth Management? The Family Offices Group is part of our H Media Group investment blog network, and this website is dedicated to providing hundreds of free-to-access educational videos, articles, interviews, and industry statistics on the topics of Ultra High Net Worth Wealth Management and Family Offices. They are well known for providing these educational resource and the Family Offices Database and as of last month they are now the #1 most highly visited website on the topic of family offices. Here are links to 50 of their top resources:

  1. Family Office Services
  2. Hedge Fund of Funds by Family Offices
  3. Family Office Marketing
  4. Family Office Profiles
  5. Family Office Wealth Management
  6. Family Office Industry
  7. Private Banking and Wealth Management
  8. Insti-Individual Investment Consulting
  9. Virtual Family Offices
  10. Sovereign Wealth Funds Video
  11. Iveagh Family Office Fund Launch
  12. Family Office Jobs
  13. Philanthropic Giving
  14. Family Office Services
  15. Family Office Wealth Management
  16. Single Family Office
  17. Family Office
  18. Multi-Family Offices Blog
  19. Investing Book
  20. Single Family Office
  21. Family Offices Message Board
  22. Family Offices
  23. Financial Advisor Marketing
  24. Family Office Resources
  25. Family Office Directory
  26. Fund of fund
  27. Private Equity for Family Offices
  28. Family Office Example
  29. Family Offices Group.com Archives
  30. Family Office Jobs
  31. Chartered Hedge Fund Associate (CHA) Designation
  32. Jobs at Hedge Funds
  33. Family Offices Message Board
  34. Investment Internships
  35. Family Office List
  36. Family Office Professionals
  37. Family Giving | Philanthropic Management
  38. The Cost of Being Wealthy
  39. Philanthropic Giving

The Family Offices Group also is building a series of profiles on family office and UHNW wealth management firms, here are links to these resources:

Tags: family office, family offices, family office wealth management, family office services, multi-family office firms, single family offices, how to work with a family office

What is a Family Office? | Definition

admin | Monday, July 20th, 2009 | No Comments »

What is a Family Office? | Definition

Below is a video answering the question, What is a family office? The video provides a definition, explains why family offices are important and goes on to discuss the top 3 reasons why family offices are growing in size and popularity right now. To watch this video via our daily hedge fund email newsletter please click here.

Learn more within Fund Marketing Resources Guide

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Tags: family office, what is a family office?, what is a multi-family office?, what is a single family office?, list of family office wealth management services, what are family offices?

What are Family Offices? | Definition

admin | Monday, July 20th, 2009 | No Comments »

What are Family Offices? | Definition

Below is a video answering the question, What are family offices? The video provides a definition, explains why family offices are important and goes on to discuss the top 3 reasons why family offices are growing in size and popularity right now.

Related to What is a Family Office? | Definition

Tags: family office, what is a family office?, what is a multi-family office?, what is a single family office?, list of family office wealth management services, what are family offices?

What is a Family Office? | Definition

admin | Monday, July 20th, 2009 | No Comments »

What is a Family Office? | Definition

Below is a video answering the question, What is a family office? The video provides a definition, explains why family offices are important and goes on to discuss the top 3 reasons why family offices are growing in size and popularity right now.

Related to What is a Family Office? | Definition

Tags: family office, what is a family office?, what is a multi-family office?, what is a single family office?, list of family office wealth management services, what are family offices?

What is a Family Office

admin | Sunday, July 19th, 2009 | No Comments »
What is a Family Office?

Answering What is a Family Office? | Definition

Below is a video answering the question, What is a family office? Family offices are a unique type of investor that invests in private equity and venture capital so its important to gain a firm understanding of family offices. The following video by fellow blogger Richard Wilson provides a definition, explains why family offices are important and goes on to discuss the top 3 reasons why family offices are growing in size and popularity right now.

Tags: family office, what is a family office?, what is a multi-family office?, what is a single family office?, list of family office wealth management services, what are family offices?

Multi and Single Family Office Resources

admin | Sunday, July 12th, 2009 | No Comments »

Family Office Wealth Management

Looking to learn more about Family Office Wealth Management? The Family Offices Group is part of our H Media Group investment blog network, and this website is dedicated to providing hundreds of free-to-access educational videos, articles, interviews, and industry statistics on the topics of Ultra High Net Worth Wealth Management and Family Offices. They are well known for providing these educational resource and the Family Offices Database and as of last month they are now the #1 most highly visited website on the topic of family offices. Here are links to 50 of their top resources:

  1. Family Office Services
  2. Hedge Fund of Funds by Family Offices
  3. Family Office Marketing
  4. Family Office Profiles
  5. Family Office Wealth Management
  6. Family Office Industry
  7. Private Banking and Wealth Management
  8. Insti-Individual Investment Consulting
  9. Virtual Family Offices
  10. Sovereign Wealth Funds Video
  11. Iveagh Family Office Fund Launch
  12. Family Office Jobs
  13. Philanthropic Giving
  14. Family Office Services
  15. Family Office Wealth Management
  16. Single Family Office
  17. Family Office
  18. Multi-Family Offices Blog
  19. Investing Book
  20. Single Family Office
  21. Family Offices Message Board
  22. Family Offices
  23. Financial Advisor Marketing
  24. Family Office Resources
  25. Family Office Directory
  26. Fund of fund
  27. Private Equity for Family Offices
  28. Family Office Example
  29. Family Offices Group.com Archives
  30. Family Office Jobs
  31. Chartered Hedge Fund Associate (CHA) Designation
  32. Jobs at Hedge Funds
  33. Family Offices Message Board
  34. Investment Internships
  35. Family Office List
  36. Family Office Professionals
  37. Family Giving | Philanthropic Management
  38. The Cost of Being Wealthy
  39. Philanthropic Giving

The Family Offices Group also is building a series of profiles on family office and UHNW wealth management firms, here are links to these resources:

Tags: family office, family offices, family office wealth management, family office services, multi-family office firms, single family offices, how to work with a family office

Raife Neuman of Bonner & Partners Family Office

admin | Wednesday, July 8th, 2009 | No Comments »

Raife Neuman of Bonner & Partners

Bonner Partners Family Office Raife Neuman of Bonner & Partners Family OfficeBelow is some commentary on the US educational system from Raife Neuman of Bonner & Partners Family Office:

Raife Neuman, of Bonner & Partners Family office, continues his campaign on the injustices of the American education system.

As we all know, often the better you do the more the government wants to penalize your success. Families and college students often pay exorbitant costs for education. And, as I wrote last week, students who go on to get a professional degree are often saddled with loads of debt – creating a new class of indentured servants. You’d think the IRS could cut them a bit of a break. But you’d be wrong.The tax code says “all or part” of a scholarship or fellowship “may be tax free.” The emphasis should be on “may” because you have to meet these strict conditions to avoid taxes Read more..,

Related To: Raife Neuman of Bonner & Partners Family Office

Tags: Raife Neuman, Bonner Partners family office, family offices, family office, education, Bonner and partners wealth management, multi family office, single family offices

Fry Family Office Track Profile | 1 Pager

admin | Tuesday, July 7th, 2009 | No Comments »

Fry Family Office

Below please find the Family Offices Profile for Fry Family Office. If you need contact details for this family office please refer to FamilyOfficesDatabase.com


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Tags: Fry Family Office, Multi-Family Office, family office, family offices, fry family office services, fry wealth management services, FRY HNW Wealth Management

Top 20 Links to Family Office, Hedge Fund, Private Equity Websites

admin | Monday, July 6th, 2009 | No Comments »

Below please find a list of top 20 Family Office and Alternative Investment websites which are ran by the H Media Group and others in the industry:

  1. Family Offices Group
  2. Hedge Fund Blogger.com
  3. Albourne Village
  4. Third Party Marketing .com
  5. Magnum Fund Articles
  6. Family Office Database
  7. Harvard Hedge Funds Guide
  8. Hedge Fund Startup Guru.com
  9. The Wealth Report by the WSJ
  10. Private Equity Blogger.com
  11. NY Times Dealbook – on Hedge Funds
  12. Fund Administration .org
  13. Fintag’s Hedge Fund News Site
  14. Prime Brokerage Guide.com
  15. SEC Website on Hedge Funds
  16. Hedge Fund Certification.com
  17. Google News on Hedge Funds

Tags: family office, family offices, alternative investments, hedge fund, hedge funds, private equity, wealth management, financial planning, investing, investor resources, top 10, top 5, top 20

What the Ultra High Net Worth Invest in now

admin | Sunday, July 5th, 2009 | No Comments »

What the Ultra Rich Invest in now

Ultra rich investing What the Ultra High Net Worth Invest in nowBelow is a short article on what family offices and some ultra high net worth investors are investing in right now:

Simon Mellon, who’ll be heading up Bonner & Partners Family Office, our soon-to-be-launched money management and tax optimization service, is keeping in close contact with Notes HQ.

Simon is a global finance insider with a decade’s worth of experience working in capital markets. And right now he’s advising investors to remain cautious until a clearer picture emerges about the market’s direction.

When I was a child I could never sit still on a long road journey. I was always asking, “Are we there yet? Are we there yet? ARE WE THERE YET???” My father would always reply “Nearly, son… Nearly,” even though we were still miles from our destination.

This is exactly how the financial markets seem to me right now. It’s been more than two years since the credit crisis kicked off, and I’m getting itchy in my seat: I want to be back out there playing with the other financial (whizz) kids. But it feels like the end of this current rocky road is still on the distant horizon.

Wall Street wants you to believe things improving… that we are on the road to recovery… and that “green shoots” are starting to appear in the economy. Call me a cynic, but I’m just not convinced. Read more…

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Tags: Ultra Rich Investing, investments, family office, family offices, wealth management, financial planning, financial, finance, business, investments, stock market, stocks

Bonner & Partners Family Office

admin | Wednesday, July 1st, 2009 | No Comments »

Bonner & Partners Family Office

Bonner Partners Family Office Bonner & Partners Family OfficeBelow please find the Family Offices Profile for Bonner & Partners Family Office. If you need contact details for this family office please refer to FamilyOfficesDatabase.com

Resource #1 (7.8.09) Raife Neuman, of Bonner & Partners Family office, continues his campaign on the injustices of the American education system.

As we all know, often the better you do the more the government wants to penalize your success. Families and college students often pay exorbitant costs for education. And, as I wrote last week, students who go on to get a professional degree are often saddled with loads of debt – creating a new class of indentured servants. You’d think the IRS could cut them a bit of a break. But you’d be wrong.The tax code says “all or part” of a scholarship or fellowship “may be tax free.” The emphasis should be on “may” because you have to meet these strict conditions to avoid taxes Read more…

Resource #2: Simon Mellon, who’ll be heading up Bonner & Partners Family Office, our soon-to-be-launched money management and tax optimization service, is keeping in close contact with Notes HQ.

Simon is a global finance insider with a decade’s worth of experience working in capital markets. And right now he’s advising investors to remain cautious until a clearer picture emerges about the market’s direction. Read more…

Related Resources

Tags: Bonner and Partners, Bonner and Partners Family Office, Family Office, Family Offices, Wealth management, wealth

Family Office Investors | Institutional Capital Riaising Tool

admin | Wednesday, July 1st, 2009 | No Comments »

Family Office Investors

Below is a short video on the Family Offices Database, a capital raising resource ran by the Family Offices Group. Part of our team here at ThirdPartyMarketing.com helps upgrade this product every 4-6 months.

Learn more at http://www.FamilyOfficesDatabase.com.

Tags: Family Office Investors, Institutional investors, institutional hedge fund investors, institutional private equity investors, CTA Fund Investors, Top hedge fund investors, family office

Family Office Investors | Family Offices Database Tool

admin | Wednesday, July 1st, 2009 | No Comments »

Family Office Investors

Below is a short video on the Family Offices Database, a capital raising resource ran by the Family Offices Group.

Learn more at http://www.FamilyOfficesDatabase.com.

Tags: Family Office Investors, Institutional investors, institutional hedge fund investors, institutional private equity investors, CTA Fund Investors, Top hedge fund investors, family office

Institutional Family Office Investors | Video

admin | Wednesday, July 1st, 2009 | No Comments »

Family Office Investors

Below is a short video on the Family Offices Database, a capital raising resource ran by the Family Offices Group. Part of our team here at HedgeFundBlogger.com helps upgrade this product every 4-6 months. If you are viewing this via our daily email newsletter please click here to watch the embedded video below:

Learn more at http://www.FamilyOfficesDatabase.com.

Tags: Family Office Investors, Institutional investors, institutional hedge fund investors, institutional private equity investors, CTA Fund Investors, Top hedge fund investors, family office

UHNW Wealth Managment and Family Offices

admin | Monday, June 8th, 2009 | No Comments »

UHNW Wealth Management

Ultra High Net Worth Wealth Management Family offices UHNW Wealth Managment and Family OfficesBelow is an excerpt from an article discussing the ongoing battle between HNW and UHNW wealth management firms and family offices to manage the portfolios of those with $5-10M+ in assets. As has been the trend for over 15 years now firms are moving towards outsourcing some functions while those family office which can present a diverse team of professionals to UHNW individuals continue to win assets. I believe any large changes made to the tax codes will also benefit family offices as they will have the well connected in-house experts able to interpret and apply these changes to investments more rapidly than anyone else. Here is the article excerpt:

A Dow Jones After The Crunch survey of 300 individuals in the high net worth community found a significant loss of trust in incumbent advisers, following damage done to portfolios during the credit crunch.

The worth of the wealthy has fallen by a quarter from its peak of $40 trillion at the end of 2007, according to a survey published by Merrill Lynch and consultant Capgemini. Consulting firm Roland Berger said the pot was not even near $40 trillion in the first place, after stripping out funds locked into real estate, pension plans and family businesses. The fall in the UK is more than a third, according to The Sunday Times Rich List.

But plenty of people have retained their wealth and they want to find advisers capable of helping them keep things that way. Competition for their business is intensifying as fund managers, technology providers, lawyers and asset servicers are all targeting the wealth wallet. source

This article was originally published on FamilyOfficesGroup.com.

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Tags: ultra high net worth wealth management, UHNW wealth management, UHNW, High net worth, family offices, family office, UHNW Financial Planning

Majid Al Futtaim Family Office Profile

admin | Monday, June 8th, 2009 | No Comments »
Majid Al Futtaim Family Office

Majid Al Futtaim Family Office Majid Al Futtaim Family Office ProfileBelow please find the Family Offices Profile for Majid Al Futtaim. If you need contact details for this family office please refer to FamilyOfficesDatabase.com

Resource #1: (6.8.09) Hedge fund manager, Majid Al Futtaim Asset Management, is launching its first Middle East and North Africa (MENA) equity fund, the Luxembourg domiciled ‘Elite MENA Equity Fund’.

Investors can invest alongside the family office of Majid Al Futtaim and gain access to the services of the portfolio management team responsible for the MENA equity investments. The Majid Al Futtaim family office has seeded the fund with Dh550 million ($150 million), making it one of the largest MENA equity funds available to investors. source

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Tags: Majid Al Futtaim, Majid Al Futtaim family Office, Middle east family offices, family office, family office wealth management, wealth management, hedge fund, capital

UHNW Wealth Management and Family Offices

admin | Sunday, June 7th, 2009 | No Comments »

UHNW Wealth Management

Ultra High Net Worth Wealth Management Family offices UHNW Wealth Management and Family OfficesBelow is an excerpt from an article discussing the ongoing battle between HNW and UHNW wealth management firms and family offices to manage the portfolios of those with $5-10M+ in assets. As has been the trend for over 15 years now firms are moving towards outsourcing some functions while those family office which can present a diverse team of professionals to UHNW individuals continue to win assets. I believe any large changes made to the tax codes will also benefit family offices as they will have the well connected in-house experts able to interpret and apply these changes to investments more rapidly than anyone else. Here is the article excerpt:

A Dow Jones After The Crunch survey of 300 individuals in the high net worth community found a significant loss of trust in incumbent advisers, following damage done to portfolios during the credit crunch.

The worth of the wealthy has fallen by a quarter from its peak of $40 trillion at the end of 2007, according to a survey published by Merrill Lynch and consultant Capgemini. Consulting firm Roland Berger said the pot was not even near $40 trillion in the first place, after stripping out funds locked into real estate, pension plans and family businesses. The fall in the UK is more than a third, according to The Sunday Times Rich List.

But plenty of people have retained their wealth and they want to find advisers capable of helping them keep things that way. Competition for their business is intensifying as fund managers, technology providers, lawyers and asset servicers are all targeting the wealth wallet. source

This article was originally published on FamilyOfficesGroup.com.

Related to UHNW Wealth Management and Family Offices

  1. Marketing Hedge Funds to Financial Advisors
  2. Hedge Fund Media Exposure
  3. Family Office Database Databases Available
  4. Hedge Fund Advertising & Marketing Restrictions Ideas

Tags: ultra high net worth wealth management, UHNW wealth management, UHNW, High net worth, family offices, family office, UHNW Financial Planning

Single Family Offices Losing Ground

admin | Sunday, May 31st, 2009 | No Comments »

Single Family Offices Losing Ground

Single Family offices struggling Single Family Offices Losing GroundAs a follow up to a post we put out a few weeks ago, here is some more evidence that multi-family offices may still be growing as some wealth management operations and single family offices struggle:

Citing a collapsing investment market and increased demands from family members, many single-family offices are worried about keeping their doors open, saying that “sustainability” is the biggest challenge they face.

That was a key finding from the “Single-Family Office Study” released last month by Family Wealth Alliance LLC of Wheaton, Ill.

“For single-family offices, assets are down and expenses are up,” said Thomas Livergood, chief executive of Family Wealth Alliance.

“When things are hunky-dory, as they’ve been for the past few years, nothing is questioned,” he said. “When things start going wrong, everything is questioned.”

Many single-family offices “will need to change,” Mr. Livergood said. source

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Tags: Family office, family offices, private equity, business, marketing, alternative investments, hedge fund, hedge funds, stock market, equities, trading

Single Family Offices Losing Ground

admin | Sunday, May 31st, 2009 | No Comments »

Single Family Offices Losing Ground

Single Family offices struggling Single Family Offices Losing GroundAs a follow up to a post we put out a few weeks ago, here is some more evidence that multi-family offices may still be growing as some wealth management operations and single family offices struggle:

Citing a collapsing investment market and increased demands from family members, many single-family offices are worried about keeping their doors open, saying that “sustainability” is the biggest challenge they face.

That was a key finding from the “Single-Family Office Study” released last month by Family Wealth Alliance LLC of Wheaton, Ill.

“For single-family offices, assets are down and expenses are up,” said Thomas Livergood, chief executive of Family Wealth Alliance.

“When things are hunky-dory, as they’ve been for the past few years, nothing is questioned,” he said. “When things start going wrong, everything is questioned.”

Many single-family offices “will need to change,” Mr. Livergood said. source

To learn more about family office wealth management firms please visit FamilyOfficesGroup.com.

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Tags: Family office, family offices, private equity, business, marketing, alternative investments, hedge fund, hedge funds, stock market, equities, trading

Multi-Family Office Employment

admin | Monday, May 18th, 2009 | No Comments »
Multi-Family Office Employment

Multi-Family Office Employment Many wealth advisors have lost assets and clients through this recent recession. The one bright spot in the industry has been with multi-family offices which have been in many cases gaining new clients as individuals realize they may need more high touch services and holistic products. Paying an extra 1% seems like a small charge after someone has lost 20-30% of their portfolio within a single year. Here is a recent article excerpt on this topic:

“We’re seeing lots of interest in MFOs, and I think you’ll see more as the market improves and clients are less afraid to make a move,” said Tim White, a partner with Kaye/Bassman International Corp., an executive search firm based in Plano, Texas.

“Look, the rich are different: They want a higher level of service. They can get that at a multifamily office,” Mr. White said.

Danny Sarch, president of Leitner Sarch Consultants Ltd., a re-cruiting firm based in White Plains, N.Y., agrees.

“Advisers of high-net-worth clients are looking for alternative solutions right now, and multifamily offices are seen as places that can provide clients with trust and estate and concierge services, and are less bureaucratic and more entrepreneurial,” he said.

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Tags: Multi-Family Offices, family office, family office employment, work for a multi-family office wealth management firms, wealth managers, wealth management, financial planner employment

Growth of Family Office Wealth Managment Assets

admin | Monday, May 18th, 2009 | No Comments »

Family Office Assets Growing

Family Office Assets GrowingBelow is an excerpt from an article discussing another recent survey pointing to the growing trend for HNW individuals and families to have their assets managed by a family office instead of a traditional financial planner or wealth management firm:

High-net-worth investors are moving their money to multifamily offices, according to a new study that will be released Monday by New York-based accounting and financial services firm Rothstein Kass.

Fully 40% of wealthy investors who moved money this year said they had chosen a family office as their new provider, according to the study, “The Multifamily Office Solution.”

High-net-worth families are “gravitating to the family office model because of the holistic approach to wealth management and personalized attention that they can provide,”

Related to: Family Office Assets Growing

Tags: Family Office Assets, Assets managed by family offices, wealth management, family office, family offices, alternative investments, financial planning

Family Office Assets Growing

admin | Monday, May 18th, 2009 | No Comments »

Family Office Assets Growing

Family Office Assets GrowingBelow is an excerpt from an article discussing another recent survey pointing to the growing trend for HNW individuals and families to have their assets managed by a family office instead of a traditional financial planner or wealth management firm:

High-net-worth investors are moving their money to multifamily offices, according to a new study that will be released Monday by New York-based accounting and financial services firm Rothstein Kass.

Fully 40% of wealthy investors who moved money this year said they had chosen a family office as their new provider, according to the study, “The Multifamily Office Solution.”

High-net-worth families are “gravitating to the family office model because of the holistic approach to wealth management and personalized attention that they can provide,”

This article was originally published on Family Offices Group.com.

Related to: Family Office Assets Growing

Tags: Family Office Assets, Assets managed by family offices, wealth management, family office, family offices, alternative investments, financial planning


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