Single family offices versus universities, endowments and foundations 06/10/2014 The asset allocations of single family offices (SFO) provide an interesting perspective on the very wealthy, especially within the context of whether or not they are “wealth creators” as opposed to rent seekers (see thewealthnet 01/10/2014). But asset allocation can also provide additional insights about the aims and objectives of a family office.
Family and investment office myopia 09/09/2014 Definitions tend to be the banes of the private banking and wealth management sector. Take “private banks” for example, a term that can support at least three definitions. This can cause considerable confusion.
New family office launches in New York 12/06/2014 New York-based Flynn Family Office (FFO), a family office and business management solutions firm serving ultra-high-net worth individuals and families has launched.