Family Office

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Milken Family Office Alumni Raise Record Credit Fund

Silver Rock Capital Partners has successfully raised its largest credit fund to date, securing over $4 billion to lend to large, financially distressed companies.

Oct 31

Finnish investment manager reels in Nordea Head of Private WM in Finland for similar role

Taaleri Wealth Management has appointed Perttu Purhonen as new Head of Taaleri Wealth Management and member of the group’s Executive Management Team.

Oct 30

Family Office Insights: 10 Trends That Will Affect Family Offices In 2020

What are the trends that will have a significant effect on how family offices organize themselves and operate in the year lying ahead?

Oct 30

Intergenerational Issues Present Challenges and Opportunities

Intergenerational issues arise in many families, but when family businesses, large estates, and/or philanthropic legacies are involved, facing and resolving intergenerational issues can be both necessary and uniquely challenging.

Drive Durable Gains

Family Office List provides the essential direct contact details needed to initiate a connection and begin building virtual relationships with the decision-makers at Family Offices.

Finlight integrates with Bloomberg PORT

Finlight, an asset management software for family offices, is now seamlessly integrated with Bloomberg’s Portfolio & Risk Analytics solution, PORT.

Why some teams are effective and others are not

The corporate ‘engineer’ is sometimes willing to let the building collapse rather than risk any potential conflict with the corporate ‘medic’

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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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