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Family Office

June 19, 2017

Q & A with Jan van Bueren and Thomas Ming of UBP’s FOSS Family Office Services Switzerland on the three principal situations in which families consider setting up or using a family office for the first time

Q & A with Jan van Bueren and Thomas Ming of UBP’s FOSS Family Office Services Switzerland

There are three principal situations in which families consider setting up or using a family office for the first time: an abundance of liquidity in the family business; the family business is being sold; or one of the first two situations arises in combination with a growing number of family members wanting to be engaged with the family wealth in some way.

May 19, 2017

The Institute for Private Investors (IPI) has given wealthy families a place to exchange the best ideas (and often the worst experiences) about managing wealth since 1992. Ahead of its 25th anniversary on 22 May, IPI’s Zaki Abushal speaks to long-term members about how it’s helped them

The Institute for Private Investors (IPI) has given wealthy families a place to exchange the best ideas (and often the worst experiences) about managing wealth since 1992. Ahead of its 25th anniversary on 22 May, IPI's Zaki Abushal speaks to long-time members about how it's helped them.

In an age of non-verbal communication the Institute for Private Investors (IPI) stands out. Its open door, safe-harbour policy might sound like a contradiction— but it isn’t.

May 3, 2017

In an election campaign infamous for contradictions and outbursts, one constant factor has been the mission of Donald Trump to have his adult children and son-in-law installed as the power behind his throne.

In an election campaign infamous for contradictions and outbursts, one constant factor has been the mission of Donald Trump to have his adult children and son-in-law installed as the power behind his throne.

April 13, 2017

Wealthy North American Millennials are deal-hungry with more than a quarter (26%) involved in more than 20 deals in the past five years, with many relying on family or family offices for advice, new research suggests.

Wealthy North American Millennials are deal-hungry with more than a quarter (26%) involved in more than 20 deals in the past five years, with many relying on family or family offices for advice, new research suggests.

Coming of age: The investment behaviours of ultra-high net worth Millennials in North America found two out of three respondents (65%) had played a role in more than five deals since 2012.

January 31, 2017

There is an old saying in creative industries: it takes a lot of effort to make something look effortless. The same can be said of the Global Family Office Report, which takes 12-months to put together. Michael Finnigan talks to the team behind the industry-leading report

There is an old saying in creative industries: it takes a lot of effort to make something look effortless. The same can be said of the Global Family Office Report, which takes 12-months to put together. Michael Finnigan talks to the team behind the industry-leading report.

January 23, 2017

The Global Family Office Report stops short of offering advice—instead the reader must interpret its objective data. In this concluding article, research director Stuart Rutherford and UBS family office head Philip Higson share their personal views on the future focus for family offices

The Global Family Office Report stops short of offering advice—instead the reader must interpret its objective data. In this concluding article, research director Stuart Rutherford and UBS family office head Philip Higson share their personal views on the future focus for family offices

January 16, 2017

According to legend, The Rockefeller Foundation coined the term ‘impact investing’ in 2007, putting a name to investments made with the intention of generating both financial return and social/environmental impact. Has the concept reached maturity nearly a decade later? 

According to legend, The Rockefeller Foundation coined the term ‘impact investing’ in 2007, putting a name to investments made with the intention of generating both financial return and social/environmental impact. Has the concept reached maturity nearly a decade later?

January 10, 2017

Human capital is a term coined by Gary Becker, an economist from the University of Chicago, which refers to the abilities and skills of an individual as an economic value. But how are family offices managing human capital in 2016?

Human capital is a term coined by Gary Becker, an economist from the University of Chicago, which refers to the abilities and skills of an individual as an economic value. But how are family offices managing human capital in 2016?

January 3, 2017

Robocrooks are massing at the cyber gates but Asia-Pacific family offices are slow to build up their online immune systems

Robocrooks are massing at the cyber gates but Asia-Pacific family offices are slow to build up their online immune systems.

Complacency could be one of the biggest threats to family offices, as they deal with the ever-present, if largely hidden, danger posed by cyber-crime. Research shows the family office community is especially vulnerable to these attacks.

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