Share |

Technology

March 21, 2012

The telecoms crisis of 2001 didn’t just bring prominent firms such as Global Crossing to their knees. It also saw a number of family offices lose more money than they had expected.

The telecoms crisis of 2001 didn’t just bring prominent firms such as Global Crossing to their knees. It also saw a number of family offices lose more money than they had expected.

That’s because they had hidden exposures but lacked the technology to understand how their investments overlapped, according to Joe Lonsdale, chief executive of wealth management software developer Addepar.

November 17, 2011

A new online job platform, targeting global family offices looking to recruit candidates, and professionals looking for jobs in the sector, was launched on 16 November.

A new online job platform, targeting global family offices looking to recruit candidates, and professionals looking for jobs in the sector, was launched on 16 November.

Called FamilyOfficeRecruitment.com, the website aims to not only promote recruitment agencies, but will also list vacancies directly from family offices.

February 25, 2011

With offices in Switzerland and in Luxembourg, Reyl Private Office offers individuals and families with complex wealth situations a combination of dedicated wealth advisory services, private secretarial functions and fiduciary services.

 

With offices in Switzerland and in Luxembourg, Reyl Private Office offers individuals and families with complex wealth situations a combination of dedicated wealth advisory services, private secretarial functions and fiduciary services.

They enable their clients to devote their time to the enjoyment and continuation of their personal and business success, without any unnecessary worries or administrative distraction. Their purpose is to optimise quality of life of their clients.

February 14, 2011

Boston was founded in 2002 as the family office of a wealthy family who, based in the Isle of Man and the UK, wished to coordinate and enhance the management of their affairs and ensure an exceptional level of service.

 

June 28, 2010

The latest edition of Campden FO, the magazine dedicated to the global family office community, is now available. There are two areas of focus to this issue: tax and family offices in Asia.

The latest edition of Campden FO, the magazine dedicated to the global family office community, is now available. There are two areas of focus to this issue: tax and family offices in Asia. Click here to go straight to the issue.

September 17, 2009

The aftermath of the financial crisis has seen many people talk about the world changing forever, but few have come up with any credible, long-term solutions that are ready for implementation.

The aftermath of the financial crisis has seen many people talk about the world changing forever, but few have come up with any credible, long-term solutions that are ready for implementation, writes Marc Smith.

As policymakers and regulators grapple with how best to curb excessive risk taking, improve warning systems and generally clean up a bloated, rotten system, families of substantial wealth have been coming to terms with losing significant sums of money.

September 16, 2009

Former New York mayor Rudy Giuliani has moved into the area of manager due diligence in the wake of the recent market scandals.

Former New York mayor Rudy Giuliani has moved into the area of manager due diligence in the wake of the recent market scandals.

Utilising the experience he gained as a prosecutor and mayor taking innovative approaches to combating fraud and organised and white collar crime, Giuliani has teamed up with investment firm Nine Thirty Capital to launch a joint venture aimed at improving the protection offered to a select group of ultra high net worth families.

March 26, 2009

There are several key themes that family offices are wrestling with at present as they face up to this period of extreme market turmoil and uncertainty. Risk though is proving to be an area of particular focus.

This final article in a series of six is written by Mats Berggren, Director of Sales, Advent Software EMEA.

There are several key themes that family offices are wrestling with at present as they face up to this period of extreme market turmoil and uncertainty. Risk though is proving to be an area of particular focus.

March 18, 2009

Client service excellence is a particular feature, and constant goal, of the modern family office. But providing customers with the consistently high level of performance and communication they expect depends on having the right raw data to work with from the start.

This fifth article in a series of six is written by Daniel Eriksson, Director of Product Marketing, Advent Software EMEA.

Client service excellence is a particular feature, and constant goal, of the modern family office. But providing customers with the consistently high level of performance and communication they expect depends on having the right raw data to work with from the start. As the saying goes: Garbage In, Garbage Out.