Family Office

NEWS

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.

Nov 06

Family Fortunes: Singapore’s Appeal for India’s Next-Gen Elite

A growing number of affluent Indian families are joining the ranks of the Ambanis, the family behind Reliance Industries, in establishing family offices in Singapore to manage and grow their wealth. Known for its stable political and economic landscape, favorable business climate, and attractive tax regulations, Singapore has become a preferred hub for these ultra-high-net-worth […]

Nov 04

Beyond the Pitch Deck: What Family Offices Really Want to See

Founders should prioritize finding family office investors whose expertise aligns with their industry. Family offices, known for providing patient capital, invest heavily in startups, contributing to 27% of overall deal value in the first half of 2023, according to PwC. However, family offices can be challenging for founders to locate and approach, as they often […]

Nov 01

Evoke’s $25B Acquisition of Crescent Bay Advisors

Evoke Advisors, a $25.3 billion RIA specializing in ultra-high-net-worth clients, is acquiring Crescent Bay Advisors, a California-based multi-family office. This acquisition strengthens Evoke’s family office service offerings and consolidates operations in Los Angeles, with additional offices in Orange County, CA, and West Palm Beach, FL. David Hou, Evoke’s co-founder and managing partner, emphasized that Crescent […]

Leveraging Strategic KPI’s, Soft Assets and Technology to drive Family Office decisions

KPIs, various soft assets and technology can be powerful drivers in aligning family office decisions with the organization’s greater purpose and strategy.

Finlight integrates with Bloomberg PORT

Finlight, an asset management software for family offices, is now seamlessly integrated with Bloomberg’s Portfolio & Risk Analytics solution, PORT.

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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The latest family office additions

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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