Family Office

NEWS

Rockefeller Capital draws new investment from Chanel family office and others

Rockefeller Capital Management — the modern successor to John D. Rockefeller’s historic family office — has attracted fresh investment from some of the world’s wealthiest families, according to CNBC.

Nov 08
New Tax Solution from Callan Family Office

Callan Family Office, a $6.5 billion registered investment advisor established in 2022 by former Abbot Downing executives, has introduced a tax overlay management program aimed at maximizing after-tax returns for ultra-high-net-worth (UHNW) families. This program is supported by a collaboration with Aris Investing, a tech-powered SMA platform. Daniel Burke, investment partner at Callan Family Office, […]

Nov 06
Family Fortunes: Singapore’s Appeal for India’s Next-Gen Elite

A growing number of affluent Indian families are joining the ranks of the Ambanis, the family behind Reliance Industries, in establishing family offices in Singapore to manage and grow their wealth. Known for its stable political and economic landscape, favorable business climate, and attractive tax regulations, Singapore has become a preferred hub for these ultra-high-net-worth […]

Nov 04
Beyond the Pitch Deck: What Family Offices Really Want to See

Founders should prioritize finding family office investors whose expertise aligns with their industry. Family offices, known for providing patient capital, invest heavily in startups, contributing to 27% of overall deal value in the first half of 2023, according to PwC. However, family offices can be challenging for founders to locate and approach, as they often […]

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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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