Family Office

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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.

Nov 18

Wealth Structuring Explained: Strategies, Types, and Risks

Wealth structuring explained in a comprehensive guide. Explore key strategies, entity types, legal frameworks, and risks for global family offices.

Nov 17

Family Office Talent Recruitment: Complete Guide

Family office talent recruitment guide covering key roles, sourcing strategies, selection processes, and compliance. Comprehensive resource for executives and UHNWIs.

Nov 17

Why Family Offices Are Poaching Wall Street to Run Their Fortunes

Jeff Bezos’ father recently made waves by appointing a chief executive to run his wealth. But the real story is broader: the ultra-rich are increasingly recruiting top Wall Street talent to run their private fortunes. In September, Mike Bezos brought in Valeria Alberola — who previously worked for Walmart heir Ben Walton — to lead […]

For A Business Family, Legacy Is More Than Just What You Have Earned

A true family legacy is more than just the legal documents distributing your assets when you die. In order to nurture the legacy, you must understand what your family legacy is. A true family legacy

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.

Risk management, Mandelbrot! and us all

Current shock brings the risk management topic back into focus. Many like Nassim Taleb praise Mandelbrot as the resilient statistical approach to assessing uncertainty. What is it really about?

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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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