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Private Wealth Research & Insights

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Industry News (6)

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...

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 has opened its fifth office, expanding into Seattle, WA, to better serve clients across the Pacific Northwest. This new location joins existing offices in 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

Cha Single Family Office to Buy Palo Alto Building for $118M

Hong Kong-Based Cha Family Office Set to Acquire $118M Palo Alto Building

Cha Family continues to grow high-end real estate investment portfolio.

Family Office Invests in Absolute Return Fund

CoAssets, a Singapore-based crowdfunding platform serving small and medium-sized enterprises, launched the CoAssets Stirling Fort Absolute Return Fund (CASFAR) in July 2018. In just three months, the fund has reached $29 million in AUM, driven...

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."