Avoiding the Pitfalls of Succession Planning
Sep 03 - 07. 2018
Besides growing and sustaining a business, the biggest challenge entrepreneurs face is succession planning. Making a decision on succession is as daunting as it is necessary. The complexity is compounded when the business is family owned and the successors are likely to be the next generation.
Asian Wealth Continues to Power Global Real Estate
Asian investors dominated global real estate last year and are very likely to do so this year as well, according to a report by Cushman & Wakefield. The Global Investment Atlas 2018 study found that property investments reached an all-time high of $1.62 trillion...READ MORE
Asia’s Wealthy Families Keep Wealth Close to Home
Asia’s wealthiest families seem to be keeping their wealth closer to home. As capital becomes more mobile and Asia’s wealth expands to historic levels, offshore jurisdictions in the region have cornered the market for wealth management, efficient taxation a...READ MORE
The San Francisco Family Office Forum for Family Offices, UHNWIs & Private Investors
Prestel & Partner, the preeminent Family Office Forum is coming to the U.S. for the first time! The inaugural event is in San Francisco on September 12th-13th, 2018 aboard the Cabernet Sauvignon yacht. Prestel & Partner, based in London, is the global leader in private Family Office Forums with a...READ MORE
4 Key Risks Family Offices Face
Aug 06 - 10. 2018
Wealth management is an exercise in risk mitigation. It is essential for any entrepreneur or wealthy family with a family office to consider the inherent risks that come with growing and preserving wealth for future generations. The following are four risks family offices face:
Cooperman to Convert Hedge Fund into Family Office
Image Credit: Newsmax.com Hedge fund titan Leon Cooperman has decided to return external capital to investors by the end of the year and convert his operation into a family office after more than two decades of stellar performance. According to CNBC, the billionaire founde...READ MORE
The Biggest Risk to Your Estate Plan
Much of the estate planning process addresses essential questions about taxation, trust structure, management of assets and expected returns. But a recent survey conducted by TD Wealth finds that the biggest issue in estate planning is often the least talked about - family di...READ MORE
Family Office Structures: Single, Multi and Virtual
Jul 23 - 27. 2018
As wealthy families around the world increasingly turn to the family office model as a formalized approach to manage their wealth they are faced with which structure to choose.The number of family offices has quintupled from the depths of the financial crisis in 2008, according to the Family Office Exchange. Other estimates suggest the number has grown tenfold over the same period.
A Look at Family Offices in LatAm: Q&A With Martin Litwak
Jul 23 – 27. 2018
The number of Latin American family offices has grown in recent years. Martin Litwak, CEO of boutique law firm Litwak & Partners, has experienced this growth first hand. In 2017, he created Latin America’s first multi-family office that focuses exclusively on legal, trust and tax matters. In the following Q&A he explains the trends impacting family offices in the region and the unique challenges they face.
Chilean Family Offices See Growth
Rapid economic growth in Chile has helped a number of families accumulate significant wealth over the past two decades. Along with the growth in wealth, Chile has seen the rise of family offices and private wealth managers. Crucial political reforms and economic liberalizati...READ MORE