Fiduciary Trust International has appointed Gretchen Regan, CFA, a multi-asset specialist with close to 30 years’ experience, as a senior portfolio manager serving high-net-worth families from its Radnor office.
It is important to develop a specialty, but it needs to be balanced with the needs of the practice and your interests. In this age of specialization and niche expertise, being a generalist is a negative to most people, indicating a lack of competency in an area. When someone professes to be an “expert” in […]
Asset Management Made Simple. EstateSpace and Tapestry Associates provide decades of combine real world experience to deliver a complete solution.
The family office sector is a coveted space as trillions of dollars under management soar across the globe. Increasing numbers of firms labelling themselves as "multi-family offices" have been popping up to grab their share of the market for the better part of the last decade. Yet, one must question whether these entities are what they say they are or if they are just private banks and traditional wealth managers "borrowing" the label to enter this lucrative arena.
Discover how to evaluate investment opportunities with a proven step-by-step guide for family offices and UHNW investors, leading to informed wealth strategies.
Why network with family offices? Learn about connection opportunities, collaboration models, investment access, risks, and value for UHNW investors.
Role of portfolio manager in family offices: explore responsibilities, investment strategies, regulatory demands, and risk management for UHNW investors.
Create a free family office or service provider listing. This provides access to share your products & services such as advisory services, software products, recruitment available jobs, or simply to share your latest news and events.
Future Family Office is a single space for everything in the world of family offices & professionalized UHNWI investors. By making this traditionally opaque space more accessible & democratised, we hope to help the industry set new standards.
Connect with other family offices, or list your family office to attract new clients, deals or recruit top talent. Service providers can list their services and share their expertise and views through articles to help promote them.
