Family Office Software

admin | Wednesday, September 23rd, 2009 | No Comments »

Family Office Software

Find Out Why More than 250 Family Offices Rely on Advent Software

Advent® for Family Offices is the industry’s first fully integrated enterprise solution designed to meet the specialized investment management and reporting requirements of single-family and multi-family offices. More than 250 family offices around the world, managing assets from $50 million to $5 billion, leverage Advent’s reliable and proven investment management tools. The solution includes portfolio management, portfolio monitoring, research management, trading, custodial data and total wealth reporting. More than 450 automated custodian data interfaces enable you to deliver reconciled, personalized reports to your clients the day after month-end and increase employee productivity. Customized reports can be easily created without the involvement of valuable IT resources, thus reducing costs and increasing client satisfaction. Once the reports have been created, Advent for Family Offices’ powerful, integrated CRM and report management capabilities automate collation and production of quarterly reporting packets.

To see a custom product demonstration or to request a client reference, contact us at (800) 685-7688, or email us at info@advent.com, or visit our website at www.advent.com

Related Resources

Silver Bridge Advisors
Fleming Partners & Family
Family Office Jobs
View 500+ additional Family Office Profiles
Obtain family office contact details from FamilyOfficesDatabase.com

Tags: Family Office Software, Software for Family Offices, Advent Family Office Software, Family Office Accounting Software, Family Offices, Software, Advent Software, Family Office Software Suite

Tags: Advent Family Office Software, Advent Software, Business, Family Office Accounting Software, Family Office Software, Family Office Software Suite, Family Offices, Software, Software for Family Offices
Posted in Business

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.

Related Resources

Silver Bridge Advisors
Fleming Partners & Family
Family Office Jobs
View 500+ additional Family Office Profiles
Obtain family office contact details from FamilyOfficesDatabase.com

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

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

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:

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

Tags: Business, Family Office, family office services, family office wealth management, Family Offices, how to work with a family office, multi-family office firms, single family offices
Posted in Business

Family Office Challenges

admin | Wednesday, August 12th, 2009 | No Comments »

Family Office Challenges

Family Offices Countering Challenges in Recession

Like other wealth managers, family offices are facing many challenges in the recession. While some family offices open their own private equity funds, the health of the family offices industry effects private equity firms’ ability to raise capital. Thus it’s important to keep an eye on this capital source. A prominent family offices attorney says that creative thinking and improved efficiency will help family offices overcome the hurdles they face in today’s economy. Anthony Markham, a partner at at law firm Maitland’s Isle of Man office explains, “One of the most important things family offices must do is think creatively.”

Markham has gone back to the island following a decade in London and will be spearheading the family office service following an increased demand from wealthy families. He explained some of the unique challenges currently facing family offices. “Family offices are doing a very difficult trick, they are trying to anticipate the needs of their families while also trying to keep abreast with the challenging environment with lots of difficult changes,” Markham said.

He also points to a lack of cash as a particular difficulty during the economic crisis. “Family offices have either seen their investment portfolios marked down with everybody else’s or they have seen their family businesses becoming cash hungry when usually they are cash generative. In that environment they are becoming very cost sensitive and doing things more efficiently. It tends to be more what do we need to do as opposed what would it be nice to do,” Markham explained.
Source

Markham emphasizes that the main thing family offices need to do is to react creatively to attain what they need without adding up recurring costs.

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:

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

Tags: Family Office, family office services, family office wealth management, Family Offices, how to work with a family office, multi-family office firms, single family offices
Posted in Business

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:

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

Tags: Family Office, family office services, family office wealth management, Family Offices, how to work with a family office, multi-family office firms, single family offices
Posted in Uncategorized

Small Family Offices

admin | Friday, July 24th, 2009 | No Comments »

Small Family Offices

Family Office Services for the Less Wealthy Clients

Family offices are reserved for high-net-worth individuals and with the fees family offices require clients typically have at least $100 million in assets. This structure is gaining popularity as more and more family offices open, and now the specialized advisory services these firms offer are becoming available to smaller investors, too. Family offices are important sources of capital for private equity funds and so it is interesting to see access to these wealth advisors opening up to non-ultra-high-net individuals.

Todd Millay is a partner at CCC Advisors which works with family offices and the executive director of the Global Family Alliance at University of Pennsylvania’s Wharton School of Business. When Millay joined Choate Investment Advisors last year, he decided that investors in a smaller asset range of just one million to tens of millions of dollars should receive the same sophisticated services that family office clients receive. He uses the investment strategies he learned from working with family offices and his access to attorneys and accountants to service his smaller but still major investors. His case shows a larger trend of high net worth individuals and groups of wealthy people turning to family offices to manage their wealth, even if they don’t reach the $100 million mark.

While some firms will limit clients’ access to just the trust administrator, Millay says Choate clients can contact an attorney to discuss estate planning, an investment adviser for asset allocation questions, or an accountant to review the tax implications of a particular strategy.

The strategy seems to be working: Current clients have increased assets with the firm over the past year, and net inflows from new clients this year are well ahead of last year’s figures. Choate Investment Advisors currently has roughly $2 billion under management.

Millay thinks the model will continue to gain traction in the wealth management industry. “I think we’re only in the first or second inning of this strategy,” he says. “The dominant model is more the big, impersonal private bank. I think that model is going to steadily decline, and that people who manage money like we do will continue to do very well.” Source

Tags: Family Offices, Smaller Family Offices, Small Family offices, Small Family Office Clients, Family offices private equity, Family offices and private equity

Tags: Family Offices, Family offices and private equity, Family offices private equity, Small Family Office Clients, Small Family offices, Smaller Family Offices
Posted in Uncategorized

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:

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

Tags: Business, Family Office, family office services, family office wealth management, Family Offices, how to work with a family office, multi-family office firms, single family offices
Posted in Business

Raife Neuman of Bonner & Partners Family Office

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

Raife Neuman of Bonner & Partners

Below 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

Silver Bridge Advisors
Bonner & Partners Family Office
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Family Office Jobs
View 500+ additional Family Office Profiles
Obtain family office contact details from FamilyOfficesDatabase.com

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

Tags: Bonner and partners wealth management, Bonner Partners family office, Business, education, Family Office, Family Offices, Multi Family Office, Raife Neuman, single family offices
Posted in Business

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

Related Resources

Silver Bridge Advisors
Fleming Partners & Family
Family Office Jobs
View 500+ additional Family Office Profiles
Obtain family office contact details from FamilyOfficesDatabase.com

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

Tags: Business, Family Office, Family Offices, Fry Family Office, fry family office services, FRY HNW Wealth Management, fry wealth management services, Multi Family Office
Posted in Business

What the Ultra High Net Worth Invest in now

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

What the Ultra Rich Invest in now

Below 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…

Related Resources

Silver Bridge Advisors
Fleming Partners & Family
Family Office Jobs
View 500+ additional Family Office Profiles
Obtain family office contact details from FamilyOfficesDatabase.com

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

Tags: Business, business, Family Office, Family Offices, finance, Financial, financial planning, investments, stock market, Stocks, Ultra Rich Investing, wealth management
Posted in Business

Family Office Database Submissions

admin | Friday, July 3rd, 2009 | No Comments »

&amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;lt;a href=”https://hedgefunds.wufoo.com/forms/z7×3w1/” title=”Family Offices Database Listing Request” rel=”nofollow”&amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;gt;Fill out my Wufoo form!&amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;lt;/a&amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;gt;
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Fleming Partners & Family
Family Office Jobs
View 500+ additional Family Office Profiles
Obtain family office contact details from FamilyOfficesDatabase.com

Tags: Family Offices, Family Office Database Submission, Family Office Directory submission, directory of all family offices, family office conference.

Tags: Business, directory of all family offices, Family Office Conference, Family Office Database Submission, Family Office Directory submission, Family Offices
Posted in Business

Bonner & Partners Family Office

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

Bonner & Partners Family Office

Below 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

Silver Bridge Advisors
Fleming Partners & Family
Family Office Jobs
View 500+ additional Family Office Profiles
Obtain family office contact details from FamilyOfficesDatabase.com

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

Tags: Bonner and Partners, Bonner and Partners Family Office, Business, Family Office, Family Offices, wealth, wealth management
Posted in Business

UHNW Wealth Managment and Family Offices

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

UHNW Wealth Management

Below 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

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

Tags: Business, Family Office, Family Offices, high net worth, UHNW, UHNW Financial Planning, UHNW wealth management, ultra high net worth wealth management
Posted in Business

UHNW Wealth Management and Family Offices

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

UHNW Wealth Management

Below 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

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

Tags: Family Office, Family Offices, high net worth, UHNW, UHNW Financial Planning, UHNW wealth management, ultra high net worth wealth management
Posted in Business

Single Family Offices Losing Ground

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

Single Family Offices Losing Ground

As 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

Related to Single Family Offices Losing Ground

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

Tags: alternative investments, Business, business, equities, Family Office, Family Offices, hedge fund, Hedge Funds, marketing, Private Equity, stock market, trading
Posted in Business

Single Family Offices Losing Ground

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

Single Family Offices Losing Ground

As 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.

Related to Single Family Offices Losing Ground

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

Tags: alternative investments, Around the Clock Trading and Capital, business, equities, Family Office, Family Offices, hedge fund, Hedge Funds, marketing, Private Equity, stock market
Posted in Business

Growth of Family Office Wealth Managment Assets

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

Family Office Assets Growing

Below 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

Tags: alternative investments, Assets managed by family offices, Business, Family Office, Family Office Assets, Family Offices, financial planning, wealth management
Posted in Business

Family Office Assets Growing

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

Family Office Assets Growing

Below 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

Tags: alternative investments, Assets managed by family offices, Family Office, Family Office Assets, Family Offices, financial planning, wealth management
Posted in Business

Family Office Industry Growth Period

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

Family Office Growth

Many business dinners over the past 18 months have revolved around the topic of “what does well during a deep recession or depression?” Here is a recent article about how family offices
have benefited from the events within the financial sector over the past few years:

Tumbling markets and redemption waves have been murder on hedge funds, but the turmoil will free up top-tier talent for a quiet but well-heeled corner of the market: family offices.

The world’s wealthiest, not content to hand their fortunes to brokers and banks, can afford to build their own money management businesses. These offices, which would never be considered by top fund managers during the go-go years, suddenly look attractive thanks to their stable capital and long-term investment horizon.

“You follow the money. Right now that is leading people to family offices,” said Greg Coules, a former hedge fund manager…source

Related to Family Office Growth During Recession

Tags: Family Office, Family Offices, Single Family Offices, Multi-family offices, wealth management, financial planning, wealth, ultra high net worth, high net worth

Tags: Business, Family Office, Family Offices, financial planning, high net worth, multi family offices, single family offices, ultra high net worth, wealth, wealth management
Posted in Business

Family Office Growth During Recession

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

Family Office Growth

Many business dinners over the past 18 months have revolved around the topic of “what does well during a deep recession or depression?” Here is a recent article about how family offices
have benefited from the events within the financial sector over the past few years:

Tumbling markets and redemption waves have been murder on hedge funds, but the turmoil will free up top-tier talent for a quiet but well-heeled corner of the market: family offices.

The world’s wealthiest, not content to hand their fortunes to brokers and banks, can afford to build their own money management businesses. These offices, which would never be considered by top fund managers during the go-go years, suddenly look attractive thanks to their stable capital and long-term investment horizon.

“You follow the money. Right now that is leading people to family offices,” said Greg Coules, a former hedge fund manager…source

This article was first published by the Family Offices Group on FamilyOfficesGroup.com.

Related to Family Office Growth During Recession

Tags: Family Office, Family Offices, Single Family Offices, Multi-family offices, wealth management, financial planning, wealth, ultra high net worth, high net worth

Tags: Family Office, Family Offices, financial planning, high net worth, multi family offices, single family offices, ultra high net worth, wealth, wealth management
Posted in Business

Family Office Directory Analysis | Database of Contact Details

admin | Tuesday, May 5th, 2009 | No Comments »

Family Office Directory

How to choose a directory of family offices:

When selecting a directory or database of family offices to purchase there are 4 points to consider or investigate before making a purchase. By following these tips you will avoid purchasing something built for a different audience, working with information that is largely outdated or receiving data which has not been thoroughly prepared for commercial use with Excel or common CRP systems.

Top 4 Tips for Family Office Directory Selection

1. Length: Many family office directories come with 400 to 1,500 total contacts. In the last year how many firms has your team had time to effectively reach out to? 400? 800? Do you only speak with family offices while marketing your products? While it may be nice to obtain a directory of 1,000+ family offices make sure you don’t pay too much for a database built for a Fortune 500 company instead of a small team of 3-5 marketing and relationship development professionals. Often times just 300-900 contacts may be more than enough to expand your firm’s reach within this industry

2. Statistics Matter: Ask the owner of the family office directory for the percentage of contacts which come with email addresses AND phone numbers. Many databases have poor data quality and only 60-70% of their contacts even list a single email address for the firm. Look for 80-90%+ of listings to have both an email address and phone number for each firm.

3. Price < $1,000: Hiring professionals to efficiently use a database of family office contacts can be expensive; don’t spend more than $1,000 on your directory of family offices. It does take hundreds of hours to build a great product within this space but any firm selling such a product could make you a deal and sell a version of the database to you for $700-$900.

4. Check the Source: Who is providing the database of family offices? Is it a firm which naturally speaks with family offices day-to-day? Can the professionals behind the product provide advice on how to approach family offices and HNW wealth management firms? The quality of the organization behind the product can often give you clues as to how valuable their product actually is. A quick example: The Family Offices Group is a family office networking association of 5,000 plus professionals. Due to their day-to-day contact with family offices and the firm’s history in raising assets from family office investors they know how to create a valuable directory of contact details on firms in the industry.

- Adriana

Adriana Albuquerque is the Managing Director of the Family Offices Group and responsible for developing the associated directory of family offices. To learn more please see FamilyOfficesDatabase.com.

Related to Family Office Directory Analysis | Database of Contact Details

Tags: Family Office Directory, family offices directory, directories of family offices, directory of family offices, family office, family offices

Tags: directories of family offices, Directory of Family Offices, Family Office, Family Office Directory, Family Offices, Family Offices Directory
Posted in Business

Family Offices Directory | Family Office Contact Details

admin | Monday, May 4th, 2009 | No Comments »

Family Office Directory

How to choose a directory of family offices:

When selecting a directory or database of family offices to purchase there are 4 points to consider or investigate before making a purchase. By following these tips you will avoid purchasing something built for a different audience, working with information that is largely outdated or receiving data which has not been thoroughly prepared for commercial use with Excel or common CRP systems.

Top 4 Tips for Family Office Directory Selection

1. Length: Many family office directories come with 400 to 1,500 total contacts. In the last year how many firms has your team had time to effectively reach out to? 400? 800? Do you only speak with family offices while marketing your products? While it may be nice to obtain a directory of 1,000+ family offices make sure you don’t pay too much for a database built for a Fortune 500 company instead of a small team of 3-5 marketing and relationship development professionals. Often times just 300-900 contacts may be more than enough to expand your firm’s reach within this industry

2. Statistics Matter: Ask the owner of the family office directory for the percentage of contacts which come with email addresses AND phone numbers. Many databases have poor data quality and only 60-70% of their contacts even list a single email address for the firm. Look for 80-90%+ of listings to have both an email address and phone number for each firm.

3. Price < $1,000: Hiring professionals to efficiently use a database of family office contacts can be expensive; don’t spend more than $1,000 on your directory of family offices. It does take hundreds of hours to build a great product within this space but any firm selling such a product could make you a deal and sell a version of the database to you for $700-$900.

4. Check the Source: Who is providing the database of family offices? It is a firm which naturally speaks with family offices day-to-day? Can the professionals behind the product provide advice on how to approach family offices and HNW wealth management firms? The quality of the organization behind the product can often give you clues as to how valuable their end family office directory product may be. A quick example: The Family Offices Group is a family office networking association of 5,000 plus professionals. Due to their day-to-day contact with family offices and the firm’s history in raising assets from family office investors they know how to create a valuable directory of contact details on firms in the industry.

- Adriana

Adriana Albuquerque is the Managing Director of the Family Offices Group and responsible for developing the associated directory of family offices. To learn more please see FamilyOfficesDatabase.com.

Family Office Directory Analysis | Contact Family Offices

admin | Monday, May 4th, 2009 | No Comments »

Family Office Directory

How to choose a directory of family offices:

When selecting a directory or database of family offices to purchase there are 4 points to consider or investigate before making a purchase. By following these tips you will avoid purchasing something built for a different audience, working with information that is largely outdated or receiving data which has not been thoroughly prepared for commercial use with Excel or common CRP systems.

Top 4 Tips for Family Office Directory Selection

1. Length: Many family office directories come with 400 to 1,500 total contacts. In the last year how many firms has your team had time to effectively reach out to? 400? 800? Do you only speak with family offices while marketing your products? While it may be nice to obtain a directory of 1,000+ family offices make sure you don’t pay too much for a database built for a Fortune 500 company instead of a small team of 3-5 marketing and relationship development professionals. Often times just 300-900 contacts may be more than enough to expand your firm’s reach within this industry

2. Statistics Matter: Ask the owner of the family office directory for the percentage of contacts which come with email addresses AND phone numbers. Many databases have poor data quality and only 60-70% of their contacts even list a single email address for the firm. Look for 80-90%+ of listings to have both an email address and phone number for each firm.

3. Price < $1,000: Hiring professionals to efficiently use a database of family office contacts can be expensive; don’t spend more than $1,000 on your directory of family offices. It does take hundreds of hours to build a great product within this space but any firm selling such a product could make you a deal and sell a version of the database to you for $700-$900.

4. Check the Source: Who is providing the database of family offices? It is a firm which naturally speaks with family offices day-to-day? Can the professionals behind the product provide advice on how to approach family offices and HNW wealth management firms? The quality of the organization behind the product can often give you clues as to how valuable their end family office directory product may be. A quick example: The Family Offices Group is a family office networking association of 5,000 plus professionals. Due to their day-to-day contact with family offices and the firm’s history in raising assets from family office investors they know how to create a valuable directory of contact details on firms in the industry.

- Adriana

Adriana Albuquerque is the Managing Director of the Family Offices Group and responsible for developing the associated directory of family offices. To learn more please see FamilyOfficesDatabase.com.

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