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Ray Dalio’s Family Office Appoints Ex-UTIMCO Chief Bruce Zimmerman as CIO

Ray Dalio’s Family Office Appoints Ex-UTIMCO Chief Bruce Zimmerman as CIO

Bruce Zimmerman Chief Investment Officer Dalio Family Office and Philanthropies July 8 - 12. 2019
Dalio Family Office and Philanthropies, the investment vehicle for hedge fund giant Ray D...

Q&A with Witter Family Offices CIO Sherry Pryor Witter

Q&A with Witter Family Offices CIO Sherry Pryor Witter

Sherry Pryor Witter CIO Witter Family Offices Single-family office Witter Family Offices was established in 2011. Over the past decade, co-founders and husband and wife team Sherry and Michael Witter have combined their...

Q&A with Witter Family Offices CIO Sherry Pryor Witter

Q&A with Witter Family Offices CIO Sherry Pryor Witter

May 20 – 24. 2019
Single-family office Witter Family Offices was established in 2011. Over the past decade, co-founders and husband and wife team Sherry and Michael Witter have combined their professional money management skills with their ambitious philanthropic efforts to create an efficient model for sustaining and sharing their wealth.

Forbes Family Trust Expands Bet On Hedge Funds

Forbes Family Trust Expands Bet On Hedge Funds

Bertie Charles Forbes Image Credit: Published by B. C. Forbes Publishing Company, New York, 1917 [Public domain] FWM Holdings, the parent company of multi-family offices Forbes Family Trust and LGL Partners, has been expanding...

John Paulson Could Have His Own Family Office Soon

John Paulson Could Have His Own Family Office Soon

According to a report by Bloomberg, John Paulson has segregated his personal assets from the hedge fund he founded 25 years ago. This could be an indication that Paulson is restructuring the firm as a family office and spinning off the core advisory operations into a separate entity. ...

James Murdoch: Birth of a Mega Family Office

James Murdoch: Birth of a Mega Family Office

Image Credit: NRKbeta [CC BY-SA 2.0 (https://creativecommons.org/licenses/by-sa/2.0)] The Walt Disney Company’s acquisition of 21st Century Fox has unleashed billions in liquidity for the Murdoch family. Patriarch Rupert Murdoch’s six children could each receive...

Market Street Trust Names CEO

Market Street Trust Names CEO

Marianne W. Young Former President and CEO Market Street Trust Company Market Street Trust Company has appointed its second CEO in 20 years. Kara Garner Pass will take over the roles of President and Chief Exe...

Impact of Tax Cuts and Jobs Act on Family Offices

Impact of Tax Cuts and Jobs Act on Family Offices

Jason Michaels Senior Manager, Private Client Services RSM The impact of the Tax Cuts and Jobs Act (TCJA) on family offices is unprecedented, according to Jason Michaels, Senior Manager, Private Client Service...

Impact Investments and Aligning Family and Family Office Interests: Q&A With Michael Tiedemann

Impact Investments and Aligning Family and Family Office Interests: Q&A With Michael Tiedemann

Feb 18 – 22. 2019
When Carl Tiedemann established Tiedemann Advisors in 1999, he wanted to offer clients two things: the freedom to fire their trustee and the flexibility of being deeply involved in the investment planning process. Tiedemann believed the lack of these two critical elements were the underlying reason for his own family’s experience with trustees and wealth managers since the turn of the 20th century.

Grappling With Succession in a Family Business: Q&A With Wells Fargo’s Chris Pegg

Grappling With Succession in a Family Business: Q&A With Wells Fargo’s Chris Pegg

Jan 29 – Feb 01. 2019
Succession planning across multiple generations is likely to be one of the biggest struggles of managing a family business. Research from consulting firm Ernst & Young suggests that 80% of companies will change management within a given 10-year period but 62% have not yet picked a successor.

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