.png?width=171&height=47&name=Navy%20and%20blue%20fintrx%20logo%20(1).png){kind=small}
Private Wealth Research & Insights
Tricor Pacific Capital Evolves Into Family Office
As more private equity firms shift away from traditional fund structures in favor of long-term, generational wealth strategies, Tricor Pacific Capital is a prime example of that evolution in action. What began in 1996 as a private equity firm...
The Global Family Office Report 2018
The Global Family Office Report 2018
The 2018 Global Family Office Report has been released and offers excellent insight into the Family Office trends for the year.
10/24/2018
Leveraging Your Alumni Roots When Prospecting
In the world of private wealth, who you know—and what connects you—can make all the difference. Whether you're targeting a family office, a registered investment advisor (RIA), or a broker-dealer, leveraging personal affiliations like your alma...
Rockefeller Capital Management Appoints a New Managing Director
Brian Cuneo Joins the Firm as a Managing Director at the Rockefeller Global Family Office
Rockefeller Capital Management announced that the former Senior Vice President at Ayco Family Office would be joining the firm as the Managing Director at the...
Online Fiat Wallet Launches Cryptocurrency Exchange Service
Neteller has just announced that their users will now be able to buy, sell, and hold cryptocurrencies including BTC, BCH, ETH, ETC, and LTC.
Global Advisory Firm Launches Multi Family Office in South Africa
Maitland Announced the Establishment of Maitland Family Office Office in South Africa
Maitland announced the establishment of Maitland Family Office, a multi-family office that serves the high net worth families, individuals and entrepreneurs in...
Capital Dynamics Acquires Equity Stake in Whiteside Hill Wind Farm
Capital Dynamics Acquires 50 Percent Equity Stake in Whiteside Hill Wind Farm
Yesterday Oct. 17th Capital Dynamics announced they had acquired 50 percent equity stake in Whiteside Hill Wind Farm.
10/17/2018
Cresset Wealth Advisors Expand to Pacific Northwest
Cresset Wealth Advisors Have Opened its Fifth Office in Seattle
Cresset Wealth Advisors have just opened its fifth office in Seattle, WA. Their other offices include Chicago, West Palm Beach, San Francisco, and Denver.
Two NY Based Single Family Offices Acquired Brookfield Apartments
Besyata Investment Group and The Scharf Group Acquired Brookfield Apartment Homes in Virginia Beach, VA
This Monday the two NY based single-family offices acquired the apartment homes in Virginia Beach, VA for $37.75 Million.
10/15/2018
.png?width=367&height=109&name=ezgif.com-gif-maker%20(3).png)