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Private Wealth Research & Insights

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Industry News (4)

Family Office Returns Continue to Rise

Family Offices Continue to Drive Impact Investing Industry

Sara Ferrari, Head of Global Family Office at UBS, expressed,  "Family offices have delivered their strongest returns since we began measuring their performance five years ago."

Goldman Sachs Executive Starts Multi Family Office

Gary Hirschberg Leaves Goldman Sachs to Form Aaron Wealth Advisors

Gray Hirschberg who had worked at Goldman Sachs since 2006 has left to form his own multi family office. 

Cresset Wealth Advisors Sees Massive AUM Growth

Chicago, IL-based Cresset Wealth Advisors jumped to over USD $3 Billion in AUM

The firm, in just over a year since its founding in July 2017, surpassed USD $3 Billion in assets thanks to several factors.

Family Offices Becoming Less Secretive, More Open

The family office space was once largely considered secretive and difficult to access, if not inaccessible. Though in recent years, a growing number of firms look to family offices for funding - thanks to its freedom from institutional mandates,...

UK University CIO Makes Move to Family Office

Cambridge University CIO Set to Become CEO at London Multi-Family Office

Nick Cavalla will leave the university at EOY 2018 to assume his new role at Talisman Global Asset Management, a London, UK-based multi-family office.

Attorneys From NYC PE/Family Office Make "Super Lawyers" List

Sadis & Goldberg LLP Attorneys Named to 2018 New York Super Lawyers List

The firm's practice covers financial services, real estate, family offices, hedge funds, venture capital, and private equity, among others. Sadis & Goldberg serves business...

Australian MFO Appoints New Family Office Head

Warakirri Asset Management Appoints New Head of Family Office Division

Stuart Devlin will lead Warakirri Asset Management's Family Office division, focusing on developing business with ultra-high-net-worth individuals and families in Australia.

FINTRX CEO Featured In Family Business Magazine

By: Maureen Milford
Original Source: Family Business Magazine

Private equity and strategic buyers aren’t the only suitors pursuing family businesses today.

Family offices, those low-key organizations...

Indian Music Label's Family Office Invests in Two Startups

As they continue to make their mark in the world of alternative investing, family offices have begun diversifying their investment interests. The family office of Manohar Naidu, owner of South Indian record label Lahari Music, invested an...

Marcus Evans Family Office Summits Announces Partnership With FINTRX

Boston, MA - The Latin America Division of Marcus Evans Private Wealth/Family Office Summits has announced a partnership with FINTRX  the Family Office Platform. The partnership with FINTRX will help align and expand Marcus Evans’ continued push...