Rockefeller Capital Management — the modern successor to John D. Rockefeller’s historic family office — has attracted fresh investment from some of the world’s wealthiest families, according to CNBC.
Comprehensive guide on the wealth transfer planning process for family offices. Covers core methods, legal frameworks, key risks, taxes, and compliance essentials.
Discover 7 essential tax planning tips tailored for family office executives and UHNWIs. Learn practical strategies to optimize wealth and minimize tax liabilities.
David Rubenstein, the co-founder of The Carlyle Group, has backed the launch of a new independent investment firm, Hobe Mountain Capital, which has spun out from his family office, Declaration Capital. Key Details of the Spinout: The new firm plans to continue working closely with Declaration Capital, helping to deploy family office capital into this […]
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