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Forbes Family Trust Expands Bet On Hedge Funds

Forbes Family Trust Expands Bet On Hedge Funds

Bertie Charles Forbes Image Credit: Published by B. C. Forbes Publishing Company, New York, 1917 [Public domain] FWM Holdings, the parent company of multi-family offices Forbes Family Trust and LGL Partners, has been expanding its b...

John Paulson Could Have His Own Family Office Soon

John Paulson Could Have His Own Family Office Soon

According to a report by Bloomberg, John Paulson has segregated his personal assets from the hedge fund he founded 25 years ago. This could be an indication that Paulson is restructuring the firm as a family office and spinning off the core advisory operations into a separate entity. In ...

James Murdoch: Birth of a Mega Family Office

James Murdoch: Birth of a Mega Family Office

Image Credit: NRKbeta [CC BY-SA 2.0 (https://creativecommons.org/licenses/by-sa/2.0)] The Walt Disney Company’s acquisition of 21st Century Fox has unleashed billions in liquidity for the Murdoch family. Patriarch Rupert Murdoch’s six children could each receive as muc...

Market Street Trust Names CEO

Market Street Trust Names CEO

Marianne W. Young Former President and CEO Market Street Trust Company Market Street Trust Company has appointed its second CEO in 20 years. Kara Garner Pass will take over the roles of President and Chief Executive ...

Impact of Tax Cuts and Jobs Act on Family Offices

Impact of Tax Cuts and Jobs Act on Family Offices

Jason Michaels Senior Manager, Private Client Services RSM The impact of the Tax Cuts and Jobs Act (TCJA) on family offices is unprecedented, according to Jason Michaels, Senior Manager, Private Client Services at gl...

Impact Investments and Aligning Family and Family Office Interests: Q&A With Michael Tiedemann

Impact Investments and Aligning Family and Family Office Interests: Q&A With Michael Tiedemann

Feb 18 – 22. 2019
When Carl Tiedemann established Tiedemann Advisors in 1999, he wanted to offer clients two things: the freedom to fire their trustee and the flexibility of being deeply involved in the investment planning process. Tiedemann believed the lack of these two critical elements were the underlying reason for his own family’s experience with trustees and wealth managers since the turn of the 20th century.

African Nations Top List of High-Net-Worth Growth

African Nations Top List of High-Net-Worth Growth

Cheryl Howard Managing Director Maitland Fiduciary Services, South Africa With its immense natural resources, young population and support from China, Africa is expected to create wealth at a record pace for the next fe...

Is Private Equity Getting Overheated?

Is Private Equity Getting Overheated?

Dec 17 - 21. 2018
Private equity has had a stellar run for the past 20 years. PE assets under management total more than $2.8 trillion, with nearly half of it in buyout funds, according to Consultancy.uk. At the same time, deal multiples, leverage ratios and the amount of uninvested capital in the private equity industry is at historic highs, according to a report published by the Boston Consulting Group (BCG). All this may indicate an industry that is overheated, overcrowded and that there is too much capital chasing too few investment-worthy assets.

Family Offices Face Competition in the Hunt for Talent

Family Offices Face Competition in the Hunt for Talent

Dec 10 - 14. 2018
As wealth continues to grow globally at a brisk pace, the hunt for qualified talent among family offices and the wealth management industry as a whole has intensified. Meanwhile, EY reports that the number of family offices has increased from just 1,000 in 2008 to more than 10,000 today.

Investors Pursue Unconventional Real Estate Assets

Investors Pursue Unconventional Real Estate Assets

Frank Rolfe Co-owner Mobile Home University Family offices and institutional investors are increasingly making contrarian bets on unconventional real estate assets. Mobile home parks, billboards and forestland are all exp...

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