Private Equity & Family Offices Choosing private equity investments High risk, limited liquidity, taxes, and lack of regulation make investing in private equity challenging. However, the payoff is very attractive making private equity an interesting asset class for family office. The article shows two different points of view (fund of funds and direct private placement) [...]

Investment Consulting Insti-Investment Consulting with Family Offices Dr. Alan Starkie, “Wealthy families are “insti-viduals”, individuals who have institutional needs in terms of complexity and sophistication”. As a result the family office market is rapidly evolving, with more family offices, more MFOs, leading to more demands on providers of services, and more outsourcing expertise needs. There [...]

I just found this article about how Dubai’s DIFC is positioning itself as a center for single family offices. They seem to be very skilled at positioning themselves for new money to come in so I’m sure they will be successful in this area. The country is trying to build many legs to stand on [...]

Private Banking and Wealth Management Private Banking and Wealth Management Trends Below is a short excerpt from a recent article I wrote for Investopedia on family offices, private banking and wealth management trends:_______________________________ Family offices are private wealth management advisory firms that serve ultra-high-net-worth clients. There are more than 3,500 family offices based in the [...]

Family Owned Businesses Challenges of Family Owned Businesses Many wealth individuals or families seek out single and multi-family offices while managing a family business or just after selling one or two family owned businesses. Since this is often the case it might help family office relationship managers to be well experienced or read within the [...]

Family Office Customer Service Private Banking & Family Office Customer Service Here is a short video that I found interesting about how Family Offices and private banking groups can improve their customer service. In this video a hotel manager from a prestigious 5 star hotel in Switzerland is interviewed about how to maintain industry-leading high [...]

Family Office Consultants Family Office Consultants List While working with family offices and running the Family Offices Group I have met many consultants in the industry. The following is a list of consultants which work with family offices. Riotto-Jones and Company – Riotto-Jones is a leading consulting and search firm with over 26 years of [...]

Starting a Family office Starting a Single of Multi Family Office I just found this whitepaper on starting a family office. It is a quick read (3-4 pages long) and covers the current state of the family office industry, how much money family offices typically manage and what services that most family office firms currently [...]

Fund of Fund Fund of Funds Video Here is a short video on what a fund of fund is and what advantages a fund of funds might have over a single hedge fund investment. – Richard Articles Related to Fund of Funds 1. Philanthropic Giving2. Family Office Services3. Family Office Wealth Management4. Family Office Jobs5. [...]

Family Office Resources Online Family Office Resources I just found this great article providing dozens of links out to other family office resources. The resources include articles, associations, family office services descriptions, PowerPoint presentations and research papers. To view this article please click here. If you have additional resources that you would like to see [...]