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Private Wealth Research & Insights

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Industry News (7)

Cresset Wealth Advisors Sees Massive AUM Growth

In just over a year since its founding in July 2017, Cresset Wealth Advisors has achieved remarkable growth, surpassing $3 billion in assets under management (AUM) as of September 2018.

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, a New York-based law firm with a strong presence across financial services, real estate, family offices, hedge funds, venture capital, and private equity, has earned recognition for its exceptional legal talent.

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 ones courting family-owned businesses these days.

Family offices—the often discreet...

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...