Family Office
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Betting on Black Gold: Why Family Offices Moved Early
Family offices moved into oil and gas investments after traditional capital sources pulled back, and the recent price surge has delivered strong returns.
May
22
Intertrust appoints family office expert to private wealth division
Former IQ-EQ, Citco fund services veteran joins up with Dutch-headquartered fund administrator.
May
22
Strategic Investment To Fuel Innovation, Expansion At Tourmaline Partners
Tourmaline Partners, a trading solution for hedge funds and asset managers, formally announced it received a majority investment from Copley Equity Partners. The development comes alongside Tourmaline’s existing technology and human capital initiatives which provide clients access to unparalleled liquidity, market intelligence, customized workflows, and best execution.
May
22
5 Ways to Find the Right Prospective Clients
Building your business requires new clients – we all know that. But, how do you find those clients? One of the largest challenges any advisor faces, whether new or experienced, is building and maintaining a prospect list. The standard suggestions on how to do this aren’t bad—many, if not most, advisors succeed using standard practices—but I have found a few tweaks that make the standard suggestions more efficient.
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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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