Tackling Cybersecurity Risks: Q&A with Andy Hart of Delegate Advisors
Sep 24 – 28. 2018
Family offices are particularly vulnerable to cyberattacks and the long list of cybersecurity threats they face continues to grow.In recent years, Andy Hart, Managing Partner of San Francisco-based Delegate Advisors, has become increasingly focused on the growing risk of cyberattacks and has bolstered cybersecurity at his multi-family office with sophisticated software and regular audits.
Do Hong Kong’s Listed Family-Owned Enterprises Need to Bolster Governance?
A significant number of companies listed on Hong Kong’s stock exchange are owned and operated by families, some of whom face the challenge of bolstering corporate governance or risk losing the faith of a growing number of professional investors. These family-owned businesses are what investors ...READ MORE
Indian Family Offices Embrace Impact Investing
Impact investing is on the rise among family offices in India. According to private equity data firm Preqin, Asia-based family office investments were dominated by healthcare, education and clean technology deals in 2017. These impact investments have had grea...READ MORE
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 t...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 tax...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...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...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 - fa...READ MORE