Family Office

NEWS

One Big Beautiful Bill: A New Era for Family Offices

While headlines focus on AI earnings and Fed policy, a landmark U.S. tax reform has quietly reshaped the future of generational wealth. The “One Big Beautiful Bill” introduces sweeping, permanent changes that will redefine how family offices manage succession, structure estates, and invest for the long term.

Jun 28
Tips for Prospecting During the Pandemic: Fidelity

"You can’t wait for the world to come back to face-to-face,” says David Canter, head of its RIA channel.

  • Advisors
Jun 27
Singapore: Offshore Private Fund Laws And Family Office Structures

Offshore jurisdictions have historically been popular places to incorporate investment holding vehicles. The corporate law of offshore jurisdictions is typically flexible and free from the requirement to prepare audited financial accounts. Offshore jurisdictions are also well served by professional service providers such as lawyers, accountants and corporate secretarial providers.

Jun 27
Ten interesting things we read this week

Some of the most fascinating topics covered this week are: Investing (Five levels to become the master investor; Buy-and-hold myth; Green investing has shortcomings), Business (Coronavirus rips a hole in newspapers' business models; Meet the 13-year-old entrepreneurs), Lifestyle (Why so many smart people aren't happy) and Geopolitics (Art of war and Sino-Indian business).

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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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