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family offices

Multi family offices - don't be fooled
September 9, 2013

What are the key characteristics that distinguish a family office from a private bank or asset manager? In a follow up to last week’s CampdenFB editorial examining misuse of the term, Greg Ellison, chief executive of financial services provider and family office Boston Group, adds his two cents to the debate.

As David Bain highlighted in Family Offices and Nightclubs the label "family office" seems to be appearing everywhere these days. Bain questions, "Are they really family offices or just private banks in family offices’ clothing?"

Family offices and nightclubs
September 2, 2013

What is it with family offices these days? They appear to be everywhere. But are they really family offices or just private banks in family offices' clothing? The new vogue for the title "family office" could be undermining the credibility of the model. 

What is it with family offices these days? They appear to be everywhere. How much so? Well for starters Bloomberg Markets recently ran a big story about the top 50 multi family offices in the world, which was picked up by much of the world’s financial press afterwards.

Saudi family uses app for private jet spending spree
July 18, 2013

Smartphone apps may traditionally have been seen as mediums to purchase music or gifts, but a Saudi Arabian family office has taken mobile commerce to the next level – chartering a private jet in a $500,000 (€381,000) transaction.

Smartphone apps may traditionally have been seen as mediums to purchase music or gifts, but a Saudi Arabian family office has taken mobile commerce to the next level – chartering a private jet in a $500,000 (€381,000) transaction.

Booked through PrivateFly.com, the family office hired a Boeing Business Jet (BBJ) – a converted 737, which includes an office, boardroom, lounge, bedroom and two bathrooms.

Family office sector could be tarnished by SAC Capital, industry expert says
May 30, 2013

The conversion of embattled US hedge fund SAC Capital into a family office could damage the reputation of the industry and prompt authorities to reconsider family offices’ exemption from the Dodd-Frank Act, a wealth sector expert says.

The conversion of embattled US hedge fund SAC Capital into a family office could damage the reputation of the industry and prompt authorities to reconsider family offices’ exemption from the Dodd-Frank Act, a wealth sector expert says.

Nasty things lurk in bank deposits
September 2, 2011

It is not surprising to hear that some asset-rich family offices have cash-flow concerns. A number of family offices need to generate more cash to support family expenditures.

It is not surprising to hear that some asset-rich family offices have cash-flow concerns. A number of family offices need to generate more cash to support family expenditures. Every office has its own reasons for this: marriages, divorces, births, illnesses, deaths etcetera…

At the same time, family offices are dealing with a unique combination of historically low interest rates and inflationary pressures. A lack of liquidity, not just yields, in some markets and asset classes has also become a key investment concern for family office executives.

Firms ‘in state of denial’ over Dodd-Frank Act
August 10, 2011

Many finance and family offices professionals are in a state of denial over the imminent implementation of the Dodd-Frank Act, according to the IMS Group’s Jonathan Wilson.

Many finance and family offices professionals are in a state of denial over the imminent implementation of the Dodd-Frank Act, according to the IMS Group’s Jonathan Wilson.

Figures from the professional financial services group show that three-quarters of non-US based finance professionals working in the alternative investment industry are unprepared for the Dodd-Frank Act.  

FOs may escape the worst of US regulatory reform
July 16, 2010

A leading expert believes family offices are likely to escape greater scrutiny from the Securities & Exchange Commission after the US Senate voted for one of the biggest regulatory changes to the financial sector for years.

A leading expert believes family offices are likely to escape greater scrutiny from the Securities & Exchange Commission after the US Senate voted for one of the biggest regulatory changes to the financial sector for years. 

Will regulation be the ultimate ball and chain?
March 8, 2010

Proposals in the US to regulate private wealth managers could have a profound effect on family offices the world over

Proposals in the US to regulate private wealth managers could have a profound effect on family offices the world over 

Where to now if you're looking to change jurisdictions?
June 3, 2009

Much talk in the past few months has been focused on which jurisdictions are the most family office friendly. Whilst Switzerland, Monaco and London seem obvious choices when establishing a family office within Europe, we found that the Isle of Man, a self governing British Crown dependency, suited our purposes and is now making concerted and successful efforts to compete in this market.

Much talk in the past few months has been focused on which jurisdictions are the most family office friendly. Whilst Switzerland, Monaco and London seem obvious choices when establishing a family office within Europe, we found that the Isle of Man, a self governing British Crown dependency, suited our purposes and is now making concerted and successful efforts to compete in this market.

Why European SFOs are optimistic about the future
March 12, 2009

While commentators, politicians and much of the general public remain unsure about what will happen to the global economy in the short term, single family offices in Europe remain upbeat and believe that the present crises can be survived.

While commentators, politicians and much of the general public remain unsure about what will happen to the global economy in the short term, single family offices in Europe remain upbeat and believe that the present crises can be survived.

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