Family Offices

Duo managing $1.5 billion move to firm that operates network of family offices – InvestmentNews

Jonathan D. Williams and Kevin C. Curtis, who managed $1.5 billion at Wilmington Trust, are joining Summit Trail Advisors as partners and will open an office for the firm in Harrisburg, Pa.

Advisers on the Move

Jonathan Williams and Kevin Curtis will open office in Harrisburg, Pa. for Summit Trail Advisors

Jonathan D. Williams and Kevin C. Curtis, who managed $1.5 billion at Wilmington… Read the full article here.

Mid 2019 Family Office Direct Investment Report

With the first half of 2019 already in the books, we’ve constructed a comprehensive family office direct investment report that provides insight on the investing trends for the first half of the year. The information contained here, constru…

How Tensions With China Are Impacting Hong Kong’s Allure for Family Offices

Aug 22. 2019 Family offices and wealthy investors focused on and based in Asia say the ongoing protests in Hong Kong may have impacted the special administrative region’s status as a safe haven in the region.

Bharat Bhise, Founder of Bravia Capital

Aug 22. 2019 Family offices and wealthy investors focused on and based in Asia say the ongoing protests in Hong Kong ma… Read the full article here.

Tips For Entrepreneurs Wanting To Tap Into Family Offices

UHNWIs, if you don’t know, are Ultra High Net Worth Individuals, or people with a net worth of at least $30 million. T 0.003% of the world’s population but they hold 13% of the world’s wealth. There are 70,540 of them in the US, 16,510 in China, and 4,670 in the UK.