Family Office

NEWS

Where Billionaire Family Offices Placed Their AI Bets in November

Family office investment activity remained subdued in November despite the typical year-end uptick seen on Wall Street.

Jun 25

Former ex-Singapore family office leader joins Jones Lang LaSalle’s capital markets unit to cover wealthy clients in the region.

Jun 17

Citi Has Appoints New Head of Global Head of Family Office Group

Citi Private Bank has appointed Hannes Hofmann as the global head of the Family Office Group, which is based in London.

Jun 10

Family Office Research Appoints Sean McElhaney as Vice President and Family Wealth Advisor

Sean McElhaney is a Certified Financial Planner (CFP) with 15 years of industry experience in creating extensive and unique real estate plans when he was previously working at Merill Lynch and Fidelity Investments.

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Family Office List provides the essential direct contact details needed to initiate a connection and begin building virtual relationships with the decision-makers at Family Offices.

Leveraging Strategic KPI’s, Soft Assets and Technology to drive Family Office decisions

KPIs, various soft assets and technology can be powerful drivers in aligning family office decisions with the organization’s greater purpose and strategy.

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It wasn’t until the 1980s that family offices started to multiply, first in the US, then elsewhere. It was around that time that the wealth held by families began to grow at a significantly faster rate.

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Recently added family offices

The latest family office additions

Oak Island Ventures

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http://www.oakislandventures.com/

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Matter Family Office

At Matter, families are our number-one priority. We lead the way on a purpose-driven path that supports your…

https://www.matterfamilyoffice.com

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ULATAN HOLDINGS INC

Ulatan Holdings, Inc. (UGI) is a family-owned corporation based in New York, NY. We have a broad investment…

HTTPS://UGICAPITAL.COM

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Service Providers

Need help? We have providers for everything from software to financial advice. Here are our latest community members.

Landytech

Powering the modern family office for generations to come

https://www.landytech.com

SS&C Technologies - Private Capital Group

Eliminate the cost, risk and time of integrating disparate systems

https://www.ssctech.com/solutions/products-a-to-z/ss-c-private-capital-group

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