Category: Family Offices

Family Office News

Business

3 Simple Steps To Develop Successful Family Business Leaders

Family-owned businesses form an integral part of the global economy, yet they are not immune to certain unique leadership challenges, especially when it comes to succession. Many believe that leaders are born and heirs with “success in their blood” or those identified as having “the right stuff” early on, will naturally become successful next-generation leaders for the organization.

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Advisors

Creative Planning Acquires Sunrise Advisors

Creative Planning Inc. (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”), today announced the acquisition of Sunrise Advisors, an RIA firm located in Leawood, Kansas. Sunrise Advisors provides comprehensive financial planning and investment management for clients with approximately $700 million in Assets Under Management.

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Family Offices

Multi-Family Office Opens VCC

The independent, full-service wealth manager specializing in bespoke family office solutions will streamline investments through a series of fund strategies to cater to Asia’s high net worth individuals and single-family offices.

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Advisors

The UN’s Covid-19 Response Team Is Calling For A New Era Of Collaborations With The Private Sector (And Kindness)

At a time when across the world, all countries are faced with the pressing dual concerns of health and the state of the economy, the United Nations is emphasising the importance of creating innovative partnerships as a way forward. With healthcare looking to rapid innovation from traditional and non traditional healthcare players, global players like the UN have made a call to entrepreneurs and innovators to take part in global solutions.

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