Family Office

NEWS

Where Billionaire Family Offices Placed Their AI Bets in November

Family office investment activity remained subdued in November despite the typical year-end uptick seen on Wall Street.

Jun 07

A Tech Founder Cashed Out and Bet It All on Apple and Wells Fargo

When Ryan Cohen sold the pet retailer he co-founded for $3.35 billion in 2017, he had a clear idea of what he’d do with his share of the proceeds.

Jun 07

$400M Nicklas Financial Aligns With JFC, Joins LPL

Nicklas Financial, a family-owned business in Jefferson City, Mo., has aligned with JFC Financial Services in Lincoln, Neb., to join LPL Financial’s broker-dealer, corporate registered investment advisor and custodial platforms, the companies announced earlier this week in a news release.

Jun 07

Info Edge’s startup bet soars 7X as company scales up size of its maiden fund; backs four startups

Info Edge had received an alternative investment fund class II license from SEBI in January this year to “fund investments unrelated to the core operating entity,” the filing read.

Family Offices: RIGHT NOW is the “Buying Opportunity of a Century”

During this virus crisis, some businesses may need an investor lifeline while a small percentage are doing very well right now and growing faster than they can keep up with.

Top Strategies for Connecting with Family Office Investors

Working from a large platform of contacts is daunting, so use these strategies to set yourself up for success.

Risk management, Mandelbrot! and us all

Current shock brings the risk management topic back into focus. Many like Nassim Taleb praise Mandelbrot as the resilient statistical approach to assessing uncertainty. What is it really about?

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It wasn’t until the 1980s that family offices started to multiply, first in the US, then elsewhere. It was around that time that the wealth held by families began to grow at a significantly faster rate.

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The latest family office additions

Oak Island Ventures

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http://www.oakislandventures.com/

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Matter Family Office

At Matter, families are our number-one priority. We lead the way on a purpose-driven path that supports your…

https://www.matterfamilyoffice.com

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ULATAN HOLDINGS INC

Ulatan Holdings, Inc. (UGI) is a family-owned corporation based in New York, NY. We have a broad investment…

HTTPS://UGICAPITAL.COM

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Service Providers

Need help? We have providers for everything from software to financial advice. Here are our latest community members.

Landytech

Powering the modern family office for generations to come

https://www.landytech.com

SS&C Technologies - Private Capital Group

Eliminate the cost, risk and time of integrating disparate systems

https://www.ssctech.com/solutions/products-a-to-z/ss-c-private-capital-group

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