Family Office

NEWS

Milken Family Office Alumni Raise Record Credit Fund

Silver Rock Capital Partners has successfully raised its largest credit fund to date, securing over $4 billion to lend to large, financially distressed companies.

Jun 06

Launch of InvestorSpeedDating.com

InvestorSpeedDating.com Launches “virtual” private investor meeting Technology Hedge Fund Events and Investor Private Meeting leader enhances meeting solutions with virtual meeting functionality.

Jun 06

Mercy Health Charity Hands $2B to a Donor’s Secretive Family Office, Stunning Experts

St. Louis-based health care system Mercy is dissolving its in-house investment team to hand over the vast majority of its portfolio — more than $2 billion — to a little-known wealth manager with deep ties to Mercy’s board chair, according to three informed sources.

Jun 06

I’ll Have What Investors Are Having

Manufacturers appear to be past the worst of the Covid slump. But stocks are pricing in a much stronger and faster recovery than any CEOs are anticipating.

What's Really Your Personal Liability with PPMs

As you begin to learn how to include personal liability in a PPM, you’ll want to know some of the challenges of doing this, as well as overall financial and personal responsibility.

Blockchain Solutions | Educational Tools – DATA Box

It automates the process with accuracy so that you don't need any 3d party involvement or lengthy admin processes.

How reliable is Excel in a period of crisis?

The scenario is always the same: we feel confident that things are under control or, at least, manageable. Still, we get caught by a black swan that no one can really predict.

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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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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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