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    Family Office News
    Industry Insights

    Family Offices: Then and Now

    As compared to tradition family offices, the modern ones, focus on making the best use of capital by finding deal flow in emerging markets such as Blockchain or Cannabis. Modern family offices focus on transparency and provide access to in-depth information, which was never available for traditional models. It is mostly because the former focuses on wisely using the money within a client’s lifetime, while the latter had the goal of preserving the wealth for future generations.

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    July 29, 2020 No Comments
    Industry Tips

    Common Mistakes to Avoid to Maximize Your Sales Outreach

    The family office is often difficult to understand and analyze because it is known to be secretive in its conduct in the private wealth landscape. Because of this, the traditional techniques of targeting potential clients do not work as well as they once did.

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    July 29, 2020 No Comments
    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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    July 28, 2020 No Comments
    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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    July 27, 2020 No Comments
    Announcements

    Global Family Office Report 2020

    UBS Wealth Management launched its annual ‘Global Family Office Report’ for 2020. The big fund manager and global bank surveyed principals and executives in 121 single-family offices around the world. Those family offices handle an average total family wealth of US$1.6 billion. This represents a significantly larger dataset than that of any other comparable study, with a total of funds under management of US$142.4 billion.

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    July 24, 2020 2 Comments
    Industry Tips

    Lisa Olson: The Deck is Stacked Against Family-Owned Businesses That Don’t Have Proper Planning

    Family-owned businesses can have a a big impact on the economy. Lisa Olson (SVP of Family Office Services at Whitnell – Part of Associated Bank) joined Steve Grzanich to talk about just how important they are and the economic impact they can have. During the Associated Bank Thought Leader, Lisa references the challenges theses businesses are facing, and the recommendation she has been giving clients. She also looks ahead to November and how the presidential election may affect family-owned business.

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    July 24, 2020 No Comments