News - Page 61 of 112 - Future Family Office

Family Offices

Replacing Outdated Investment Strategies with Human-Centered Strategic Thinking to Navigate the “New Normal”

The investor market seems to be increasingly volatile now more than ever as the result of COVID-19, which has the average investor relying on emotions and outdated investment strategies. Real Intelligence, LLC’s CEO Jeff Mount explains how those investors can let human-centered strategies, resources, and tools drive current decisions to see future investment goal outcomes.

May 20, 2020 No Comments

Family Offices

Four Strategies That Banks Can Use To Position For Family Offices

Today, private banks are able to identify, target and reach niche family office and high net worth client segments. Along with strategic service design, banks can create a well-differentiated, bespoke offering and build strong client relationships.

May 19, 2020 No Comments

Advisors

Two Managers On How To Panic-Proof A Portfolio

The Covid-19 crisis is giving advisors the opportunity to help clients pandemic-proof their portfolios, according to two investment managers interviewed by Financial Advisor.

May 19, 2020 No Comments

Succession

Succession and wealth transfer in family businesses

THREE quarters of the top 100 businesses in Northern Ireland are family owned and collectively employ around 52,000 people. They are the backbone of the region’s economy, with more of them operating here than in other areas of the UK.

May 19, 2020 No Comments

Investment

Ex-Prop Trader Starts Investing Club for Wealthy Families

A former Goldman Sachs Group Inc. proprietary trader co-founded a private club for ultra-rich families to bolster their dealmaking opportunities.

May 19, 2020 No Comments

Family Offices

UBS’s Iqbal Khan on shaking up world’s biggest wealth manager

The timing of Iqbal Khan’s arrival at UBS, the world’s biggest wealth manager, late last year could have been very unfortunate — the Covid-19 pandemic struck just three months after the high-flying Swiss private banker took up his new top job

May 18, 2020 No Comments

Family Offices

Is Bitcoin the digital equivalent of gold?

As with most asset classes in the lead up to March 2020, Bitcoin prices cruised into the new year in 2020 racking up a 44% rise.

May 18, 2020 No Comments

Family Offices

Walton Family Office Moved $48 Billion of Walmart Shares to Family Trust

According to regulatory filings in March 2020, Walton Enterprises LLC transferred 415 million shares, or roughly 15% of Walmart’s outstanding shares, to the Walton Family Holdings Trust. The value was estimated at US$ 48 billion. The migrated shares represented about 29% of the shares held by Walton Enterprises. Post-transaction, Walton Enterprises now owns about 1,000,891,131 shares of Walmart.

May 18, 2020 No Comments

Family Offices

Ashcroft Partnership LLP launched as successor business to Cambridge office of BKL

Ashcroft Partnership LLP has been launched as the successor business to the Cambridge office of BKL, following a demerger. Focused on business and tax advice, corporate finance and private client services, the 40-strong team in the office have transferred over to Ashcroft following the partner buy-out.

May 17, 2020 No Comments

Business

THE OWNER OF SOUPLANTATION AND SWEET TOMATOES FILES FOR CHAPTER 7 BANKRUPTCY

Garden Fresh Restaurants, the owner of buffet-centric chains Souplantation and Sweet Tomatoes, has filed for Chapter 7 bankruptcy protection as the company opts to liquidate its assets and close its doors for good.

May 17, 2020 No Comments

Family Office News