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Family Offices

Steve Sokić

Private View Blog: Succession planning - learning from the Roy family

Heads of families should get their affairs in order if they are to avoid falling into the same trap as Logan Roy in the TV show Succession

William Woodson, Boston Private

Private View Blog: Don’t blame family offices for sins of the individual

Family offices are, in essence, simply extensions of private individuals, and blaming these institutions for the investment activities of their founders is missing the point

PWM 0421 cover

Private banks swarm around family office honey pot

Private banks are setting up specialist teams to target the growing number of family offices, but must better align their structures to accommodate this demanding client segment

Adam Johnson, Pictet Asset Management

Investors look to play the generation game

Research suggests family-owned businesses tend to  carry less debt and outperform the wider equity market

Matthias Schulthess

Wealth industry adjusts to meet family clients' growing appetite for alternatives

With private equity the asset class of choice for the wealthiest clients, private banks are having to boost their internal skillsets

Michael Blake, Union Bancaire Privée

Is an integrated model key to serving family offices?

Union Bancaire Privée’s Michael Blake and John Younger of RBC discuss the importance of an integrated investment banking and wealth management model for servicing wealthy families

Edouard Thijssen, Trusted Family

Fintech on Friday: Moving the family office online

The Covid-19 pandemic has forced family offices to adopt new technology at pace, helped in no small part by the engagement of younger family members

Keith Bloomfield, FWM Holdings

FWM and Stanhope promise family advice free of conflict

More mergers between multi-family offices are to be expected as firms look to comply with regulation and embrace technology

Didier Duret

Private View Blog: Accelerating change in family offices

Family offices are changing as they respond to the economic effects of the coronavirus, the rise of ESG investing and make increased use of outside experts. While they may present challenges to traditional asset managers, these changes are creating opportunities for family offices

Simran Kang

Fintech on Friday: Time for family offices to embrace technology and flourish in the modern world

Many family offices have been slow to adopt the latest digital solutions but they must if they are to remain relevant to a younger client base

INVESTING IN SUSTAINABLE REAL ESTATE - SOCIAL AND ENVIRONMENTAL INVESTMENT CH 4/4

Crispin Royle-Davies, managing director and senior research analyst for public real assets at Nuveen, speaks to PWM about the key role of real estate assets in private portfolios.

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