Announcements

Cerestra and Kolte Patil Family Office Launch Proptech Asset Platform

Cerestra Advisors, an Indian private equity firm, and KPFO Ventures have joined together for a co-owned property technology platform, where investors can co-own assets.

The two have named the platform Winvest and will be live next month with an asset portfolio of up to $100,000 million. Seed investment in the platform will be made by KPFO Ventures, and Cerestra will identify assets, manage assets and investors, and close deals.

Read More »
Family Offices

Harness Wealth Raises $15 Million for Tax Advisory Tool

Although family offices have been around since the 1800s, they’ve only begun to flourish in recent years.

Family offices tend to target individuals with more than $1bn assets, while multi-family targets those with more than $20bn. This means there are plenty of people that require a helping hand with their family resources. That’s where Harness Wealth’s initiative comes in.

Read More »
Family Offices

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.

Read More »
Family Offices

The Heated Race Of Family Offices

The recent wave of mergers and acquisitions within the multi-family office field led to an opinion that the industry will soon divide into a few wealth management giants and numerous small advisories.

Read More »