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Should You Start a Family Office?

Should You Start a Family Office?

June 11 - 15. 2018
There is immense competition in the wealth management industry to land the ultra wealthy as clients. Families with more than $30 million in assets are regularly courted by investment and financial services firms to manage their financial affairs.

Bronfman Family Backs Israeli Cybersecurity Company

Bronfman Family Backs Israeli Cybersecurity Company

Image Credit: https://www.linkedin.com/company/claridge-israel/ Claridge Israel has committed $30 million in private equity funding to Cyberbit, the cybersecurity unit of Israeli defense electronics company Elbit Systems. Claridge Israel is a partnership between Claridge, t...

MarketCurrents Wealth Management to hold Roundtable for 3rd Annual Technology Family Offices Edition

MarketCurrents Wealth Management to hold Roundtable for 3rd Annual Technology Family Offices Edition

MarketCurrents Wealth Management, the industry's leading private wealth publisher, will publish its much anticipated 3rd annual Technology Edition at the end of June. This is used throughout the year as a blueprint for family off...

BNP Paribas’ Bank of the West opens private wealth management services in Manhattan aimed at HNWI’s and family offices

BNP Paribas’ Bank of the West opens private wealth management services in Manhattan aimed at HNWI’s and family offices

Bank of the West Wealth Management Group is seeking to leverage the strengths of BNP Paribas’ wealth management services and offer products and services aimed at high net-worth business families in the USA. They have opened their first Manhattan office and, though concentrated in the New York...

MarketCurrents Wealth Management releases its April 2018 edition on Human Capital in Family Offices

MarketCurrents Wealth Management releases its April 2018 edition on Human Capital in Family Offices

The maturation and increasing institutionalization of single-family offices globally is driving demand for non-family member executives to run them. Chief executive officer (CEO), chief investment officer (CIO), chief operations officer (COO) and chief financial officer (CFO) are among the key leaders...

Cybersecurity Risks and Insurance

Cybersecurity Risks and Insurance

March 19 - 23. 2018
Cyberattacks and online fraud are on the rise and becoming more sophisticated. Family offices, a prime target, are increasingly looking to address cyber risk in its many forms. “I see family offices developing very robust cyber playbooks,” says Mr. Silverman. This includes prevention, having a plan if a breach occurs and implementing ongoing monitoring programs.

Contingency Planning.  Believe in the best, prepare for the worst

Contingency Planning. Believe in the best, prepare for the worst

Jan 08 - 12. 2018
The family office is about growth, yes. But it is, primarily, about preservation. Risk, disaster, crises are not like opportunity. They don’t knock, they just crash the door.

Reputation Management – Preparation is Key

An important element of asset management for UHNWIs is reputation management. This requires family offices to undertake careful planning and development of a family crisis plan, which includes the critical element of crisis communication within and outside the family. Careful analysis is involved to mitigate reputation risks of UHNWIs. Apart from crisis situations, family offices need to factor in any significant events that come with the potential to damage their client’s reputation, such as weddings, c...

Independent Brokers Switching to Registered Investment Advisors

The Independent Broker Deal (IBD) is slowly but surely turning into a thing of the past. With the changing demands of regulatory requirements and increasing business costs, key IBD players are evolving into the hybrid version – RIAs. The fee-based model is consistently diminishing in popularity due to the lack of scalability required for compliance, the insufficiency of the established infrastructure required to support larger entities and the rising tax implications. IBD business owners are now adopting a long ter...

Avoiding the Pitfalls of Social Media

Avoiding the Pitfalls of Social Media

Oct 23 - 27. 2017
Broadcasting sensitive information via social media can result in putting someone in peril as well as cause damage to reputation. Social media platforms can, for example, reveal the location of a user - valuable information for would be kidnappers. “There is a tendency for people not to view social media as a dynamic of the security playing field,” says Mr. Raphael.

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