The US Securities and Exchange Commission has published a list of questions and answers to help family offices understand if and how they could be affected by the Dodd-Frank Act.

The US Securities and Exchange Commission has published a list of questions and answers to help family offices understand if and how they could be affected by the Dodd-Frank Act.

NEWS & ANALYSIS

The US Securities and Exchange Commission has published a list of questions and answers to help family offices understand if and how they could be affected by the Dodd-Frank Act.

The US Securities and Exchange Commission has published a list of questions and answers to help family offices understand if and how they could be affected by the Dodd-Frank Act.

Single family offices in the US and Europe were largely well prepared to ride out the financial crisis of 2008 and the subsequent difficult market environment, making very few strategic changes to their asset allocation.

Single family offices in the US and Europe were largely well prepared to ride out the financial crisis of 2008 and the subsequent difficult market environment, making very few strategic changes to their asset allocation.

Wealthy people are failing to make their financial advisers fully aware of their goals, leaving them at risk of incomplete or ineffective advice, new research shows.

Wealthy people are failing to make their financial advisers fully aware of their goals, leaving them at risk of incomplete or ineffective advice, new research shows. 

Single family offices are increasingly offering security services as a globalised economy, technological advancements and the emergence of social media add to the challenges the ultra-wealthy face, according to a family office expert.

Single family offices are increasingly offering security services as a globalised economy, technological advancements and the emergence of social media add to the challenges the ultra-wealthy face, according to a family office expert.

Investment

Wealthy Europeans are still flocking to Switzerland, despite difficulties accessing the country’s property market and the strength of the Swiss franc, according to Alpine Homes.

Wealthy Europeans are still flocking to Switzerland, despite difficulties accessing the country’s property market and the strength of the Swiss franc, according to Alpine Homes.

The amount of wealth held by high net worth individuals in India has increased faster than that held by rich people globally.

The amount of wealth held by high net worth individuals in India has increased faster than that held by rich people globally. That is according to the India Wealth Report, released by Indian wealth management firm Karvy Private Wealth.

Family Office

Law firm Withers has added three new members to its Milan office as part of its strategy to increase its services for family businesses in Italy.

Law firm Withers has added three new members to its Milan office as part of its strategy to increase its services for family businesses in Italy.

The UK-based Institute for Family Business has recommended that the rules governing creation of a family business trust be simplified so that families can plan their succession successfully.