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Private Wealth Research & Insights

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Industry News (7)

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."

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

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...