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Why Family Offices Are Making Their Biggest Portfolio Shift in Years

Family offices are known for taking the long view. Rather than reacting to short-term market swings, they typically build portfolios designed to preserve and grow wealth over generations. That makes any broad shift in strategy particularly significant.

Mar 17
A perfect storm has hit Nordic business developers

While COVID-19 cancels Nordic business developers' direct interaction with potential clients, market turmoil has unleased the bear from its slumber, resulting in limited time and interest to discuss new investment ideas. Two regional heads tell AMWatch...

Mar 16
Sudrania Fund Services Raises Strategic Additional Investment From Bodhi Tree Asset Management

Bodhi Tree Bodhi Tree Asset Management, LLC is a Fort Lauderdale, FL based investment management and family office advisory firm serving ultra-high net worth clients. Bodhi Tree offers a monthly subscription based quantitativelyMore news about: Sudrani...

Mar 16
Column: Market crash improves long-term return outlook, but the short-term looks very shaky

The current market turmoil has made risky assets like equities and credit bonds more attractive for the long-term investor. However, with a high risk that a global recession of uncertain magnitude is coming, the short-term outlook looks very shaky, eve...

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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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