Family Office News
Keep up with the latest family office news to learn how these wealth management firms are serving ultra-high-net-worth (UHNW) investors.
Multi-Family Offices Moving to Pooled Investment Vehicles: Cerulli
By Michael S. FischerFamily offices increasing use of pooled investment vehicles presents an opportunity for wealth managers, Cerulli reports. Family offices also pick vehicles with potential for superior after-tax performance.
September 12, 2011
Single Family Offices Look Outside to Fill CIO Function: IPI SurveySingle family offices are increasingly hiring outside firms to assume the duties of a chief investment officer, according to a new survey released Monday by the Institute for Private Investors.
September 02, 2011
Cerulli Report Pegs Family Office Channel at Nearly $1 TrillionAsset managers are becoming increasingly aware that devoting attention to distributing their products within the family office channel is a lucrative opportunity full of growth potential.
August 29, 2011
Personal Spending Surges Even as Confidence Sinks: News AnalysisWhat matters more: consumers actual spending or an intangible general mood based on survey data?
August 15, 2011
Tips to achieve a drama-free workplace, Part 2By following these steps, you can shift yourself (and your team) away from drama and toward more enjoyable and productive tasks.
August 09, 2011
Tips to achieve a drama-free workplace, Part 1By following these steps, you can shift yourself (and your team) away from drama and toward more enjoyable and productive tasks.
August 03, 2011
FOX Offers Help on SEC’s New Family Office RegsWith family offices having until March 12, 2012, to decide whether they must register with the SEC or applicable state authorities, Family Office Exchange has a workshop to help them decide.