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family office

November 8, 2017

Cybersecurity regularly grabs headlines around the world and family offices containing sensitive data are not immune to the threat from international hackers.

Cybersecurity regularly grabs headlines around the world and family offices containing sensitive data are not immune to the threat from international hackers.

Bobby Stover, Americas family office leader at EY, outlines what families can do to protect themselves, including building out a 10-point family office cyber protection plan.

How would you describe the state of family offices and their cyber security in general at the moment?

October 27, 2017

Looking at the purpose and evolution of the family office to power efficiencies, returns and longevity is the theme of this year’s eagerly awaited European Family Office Conference in London on 1-2 November.

Looking at the purpose and evolution of the family office to power efficiencies, returns and longevity is the theme of this year’s eagerly awaited European Family Office Conference in London on 1-2 November.

September 22, 2017

More than a sixth of family offices managing on average close to $1 billion of assets have no plan for generational transfer, while only a third of offices have written succession plans.

More than a sixth of family offices managing on average close to $1 billion of assets have no plan for generational transfer, while only a third of offices have written succession plans.

The newly-released Global Family Office Report 2017 (GFOR) found while family office succession planning has increased in the past year, with nearly half of family offices (47.3%) having a succession plan, either written (33%) or verbally agreed (15%, a fifth had no plan or did not know if a plan existed.

September 12, 2017

Equities and private equity drove a turnaround in family office investment performance this past year, as revealed in the newly-released Global Family Office Report 2017 (GFO).

Equities and private equity drove a turnaround in family office investment performance this past year, as revealed in the newly-released Global Family Office Report 2017 (GFO).

June 29, 2017

A typical family office holds less than $500 million assets under management, invests in equities, employs at least 20 staff, who receive a discretionary bonus, and has operated for more than a decade, according to new research by Agreus.

A typical family office holds less than $500 million assets under management, invests in equities, employs at least 20 staff, who receive a discretionary bonus, and has operated for more than a decade, according to new research by Agreus.

Family office salaries have increased markedly on the previous year, with most surveyed chief executives or managing directors now paid on average more than £300,001, ($389,688) up from £150,001 ($194,845) to £200,000 ($259,791) last year.

April 27, 2017

A guide to setting up a family office has been launched amid warnings that families must maintain unity or risk losing their wealth.

A guide to setting up a family office has been launched amid warnings that families must maintain unity or risk losing their wealth.

UBS’s Family Office Compass is described as a strategic toolkit to help ultra-high net worth families deal with generational change.

April 25, 2017

More than 5,000 single family offices are now in operation around the globe, according to a pioneering investigation by Campden Research, whose lead author believes it is the most accurate estimation to date.

More than 5,000 single family offices are now in operation around the globe, according to a pioneering investigation by Campden Research, whose lead author believes it is the most accurate estimation to date.

The total figure of 5,300 family offices is seated at the lower end of current estimates: professional services firm Ernst & Young reported at least 10,000 single family offices in its 2016 EY Family Office Guide, while wealth advisor Family Office Exchange believes there are 6,000 in the United States alone.

March 23, 2017

A trio of family office veterans have launched a new advisory service to help ultra-wealthy families and individuals achieve their long-term wealth management goals, including the setting-up of family offices.

A trio of family office veterans have launched a new advisory service to help ultra-wealthy families and individuals achieve their long-term wealth management goals, including the setting-up of family offices.

March 17, 2017

Given increasing levels of instability and scrutiny in the world, the location of family offices has taken on new significance in recent years, with families understandably concerned about finding the most secure environment for the governance of their assets, says Dominic Wheatley, chief executive of Guernsey Finance.

Given increasing levels of instability and scrutiny in the world, the location of family offices has taken on new significance in recent years, with families understandably concerned about finding the most secure environment for the governance of their assets, says Dominic Wheatley, chief executive of Guernsey Finance.

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