Family Office
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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.
May
02
Do Safe Haven Investments Really Exist?
Investors typically view safe havens as offering protection in market downturns. This can include defensive stocks, bonds, real estate, gold, commodities, currencies, private equity and alternatives. You can throw insurance, art, wine and collectibles into the mix, too.
May
01
Wilmington Trust’s Sharon L. Klein Named to 2020 Forbes/SHOOK List of Top Women Wealth Advisors
Wilmington Trust today announced that Sharon L. Klein, President, Family Wealth, Eastern U.S. Region, has been named as one of the top 200 advisors in the country on the Forbes Top Women Wealth Advisors list. This annual list recognizes the top 1,000 women advisors in the United States. Less than one-in-five of these top women advisors oversee $1 billion or more in client assets, and Klein is featured as one of them
May
01
How family office’s next generation are managing the crisis
Two of this year’s Top 30 Under 30 work in family offices, offering them a different perspective on the Covid-19 crisis.
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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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