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 [...]

Iveagh Family Office Iveagh Fund Launched The family office created over 120 years ago to protect and grow the wealth of the Guinness family has launched a new fund. While many funds started by traditional wealth management firms are somewhat frowned upon in the industry or more heavily scrutinized I would think that if done [...]

Family Wealth Management Private Wealth Management for HNW Families Here is a short excerpt from a Malaysian based-newspaper’s recent article on single and multi-family offices: The multi-client family office in the United States is a multi-disciplinary wealth management firm that offers family office services for a number of clients. This is an option that offers [...]

Family Offices in America American Family Offices The following is a list of family offices in the United States which have elected to be included within this service provider directory. Please feel free to reach out to the firms below to inquiry about their family office wealth management services. To get a list or database [...]

Family Office Conference List of Family Office Conferences Below is where future family office conference events will be announced. If you are in charge of marketing a family office and would like to have yours listed below please email us at Richard@HedgeFundGroup.org. If you are interested in attending a conference please email me as well [...]

Investing Book Free Investing Book on Hedge Funds Free Investing Book: In addition to this blog on family offices I run a blog on hedge funds. This hedge fund blog contains over 500 articles on the hedge fund industry including hedge fund marketing, due diligence, employment, terms, videos, book reviews strategy definitions and geographical guides. [...]

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 [...]