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Goldman Sachs: Family Offices Poised to Move Cash Into Risk Assets

Geopolitical tensions remain the dominant worry for family offices globally — and many expect this risk to rise — but that is not stopping them from putting more capital to work, according to Goldman Sachs’ latest Family Office Investment Insights report.

Jan 02
Family Office advisor extinction and how to avoid it

As the great wealth transfer unfolds, with trillions of dollars in wealth transferring to millennial investors, traditional family office advisors risk becoming extinct if they don’t adapt and future-proof their consultancies. An InvestmentNews survey taken a few years ago revealed that 66% of children fire their parents’ financial advisors after inheriting their wealth. More recent […] The post Family Office advisor extinction and how to avoid it appeared first on Simple.

Dec 31
To Start 2020, Organize The Perfect Planning Meeting

The beginning of every new year brings with it the opportunity for a fresh start to evaluate the year gone by and decide what to focus on in the immediate future.

Dec 23
How Family Offices Raised Their Game In 2019

Amid economic tension, as well as financial market turbulence, family offices excelled in several areas.

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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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