Vimeo
LinkedIn
Instagram
Share |

global family office

October 11, 2022

Despite the many differences among family offices, they all need flexible, cost-effective management of their financial assets. Choosing the right custody model is key to meeting this need, says BNY Mellon Wealth Management.

Despite the many differences among family offices, they all need flexible, cost-effective management of their financial assets. Choosing the right custody model is key to meeting this need.

May 4, 2022

Over the past few years, the world has experienced a global public health crisis, social tensions, technological disruptions and economic turbulence unseen in decades. As a trusted partner and advisor to family offices, BNY Mellon Global Family Office partnered with The Harris Poll to find out how this select group was adapting to these massive and rapid interruptions across the globe.

Over the past few years, the world has experienced a global public health crisis, social tensions, technological disruptions and economic turbulence unseen in decades. As a trusted partner and advisor to family offices, BNY Mellon Global Family Office partnered with The Harris Poll to find out how this select group was adapting to these massive and rapid interruptions across the globe.

March 31, 2022

In this week’s FB Roundup, US president Joe Biden proposes a billionaire income tax; the preferred bid for new Chelsea FC ownership is to be presented by April 18; and BNY Mellon appoints a new head for global family office.

Joe Biden proposes billionaire income tax
US President Joe Biden has put forward a proposal for a Billionaire Minimum Income Tax in his fiscal year 2023 budget proposal.

As part of the Biden administration’s bid to reduce the United States federal deficit, the proposed tax will “Eliminate the inefficient sheltering of income for decades or generations,” according to The White House.

March 2, 2022

In this week’s FB Roundup, Josh Liberman's family office backs new tech in Israel; Rockefeller Capital Management appoints a new chairman; and UBS’ Global Family Office is restructured.

Josh Liberman family office backs new tech in Israel

Serial investor Josh Liberman is turning his attention to the rising Israeli technology scene with a partnership between his family office, Josh Liberman Investment Group, and Tel Aviv-based firm 10D.

A member of one of Australia’s wealthiest families, having made their fortune in oil, textiles, retailing and property, Liberman has formed Lumir Ventures to focus on backing Israeli companies. 

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 1, 2017

Family offices are invited to benchmark themselves on new research areas including next generation, impact investing, and co-investment in this week’s Global Family Office Report 2017 (GFO Report) survey launch. 

Family offices are invited to benchmark themselves on new research areas including next generation, impact investing, and co-investment in this week’s Global Family Office Report 2017 survey launch.

Now in its fourth year, the Global Family Office Report is the definitive review of the family office space—last year’s report surveyed 242 family offices, with average assets under management of $759 million, and in-depth interviews with 25 principals.

September 28, 2016

Family offices have lost up to $50,000 in attacks on their cyber security, the new Global Family Office Report by Campden Wealth reveals.

Family offices have lost up to $50,000 in attacks on their cyber security, the new Global Family Office Report by Campden Wealth reveals.

The report, in partnership with UBS, also found family offices were barely satisfied, or even dissatisfied, with their software – despite each family office spending on average a staggering $245,000 a year on their information technology systems.

September 20, 2016

Experience in managing successful successions in family businesses will increase in value as ultra-high net worth individuals worldwide transfer more than $3.9 trillion between generations over the next decade.

Experience in managing successful successions in family businesses will increase in value as ultra-high net worth individuals worldwide transfer more than $3.9 trillion between generations over the next decade.

The new Global Family Office Report by Campden Wealth, in partnership with UBS, revealed 43% of family offices expected a generational transition within the next 10 years, rising to 69% in the next 15 years.

September 18, 2014

The first ever global study of family offices is released today, providing new insights into a growing, but notoriously discreet, sub-section of the ultra-high net worth wealth sector.

The first ever global study of family offices is released today, providing new insights into a growing, but notoriously discreet, sub-section of the ultra-high net worth wealth sector.

The average family office has total assets of $890 million, the research from Campden Wealth Research in partnership with UBS found. The total sample size surveyed represented $180 billion in private wealth.

Click here >>
Close