Category: Investment

Family Office News

Industry Tips

Preparing for Family Office Investments in a Post-Covid-19 Era

Having the correct information and advice regarding investments is crucial for professionals in a family office. However, every family office is unique, and if one fails to follow through with a trust deed or other mandates, they will be accountable to the family.
Here are some things that family offices need to consider when it comes to investing in a post-covid-19 world.

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Industry Trends

HNWIs and Their Recent Interests and Investments

A report called ‘Mapping the Location and Assets of the Family Office Ecosystem’ was released by FINTRX. The latter provides data and information on high-net worth individuals and the report provides insight on where these wealthy individuals are investing their funds.
However, real estate investors may find the report hard to digest. They need to be thoroughly assessed, along with their pros and cons as compared to real estate.

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Industry Tips

Choosing Family Offices- An Alternative Choice for Startup Financing

Family offices can be a great way to fund or finance the startup you’ve always wanted. In a recent TiE meeting in New Jersey, Vijar Kohli (the cofounder of Golden Door Asset Management in Newark), mentioned that family offices have changed and have paved the way for raising capital and direct investments.

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Industry Trends

Opportunity Zone Investments By Family Offices Will Increase In 2021

I hear from many people who are wondering what family offices are doing in response to the Covid-19 crisis when it comes to real estate investing. After speaking with many family offices that I know, it appears that their position and willingness to invest in some of the upcoming distressed opportunities is different than it was during the Great Recession.

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Banque Bonhote
Family Offices

Banque Bonhôte Acquires Private Client Partners (PCP)

The Family Office space witnesses merger and acquisition (M&A) activity from time to time. Such activity allows firms to expand into new markets without having to make significant investments in infrastructure and client acquisition. The latest transaction in this sector saw Banque Bonhôte & Cie acquiring Private Client Partners (PCP) for an undisclosed fee.

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