Our new market outlook highlights the looming risks that concern family offices in Q2, and provides a road map for navigating ...

Recent data from Deloitte’s Family Office Trends 2024 report show the top asset classes APAC family offices invested in were equities (25%), private equity and direct lending (21%), real estate (19%), ...

In 2024, Harbourfront acquired Rothenberg Wealth Management, an investment firm with almost forty years of heritage and ...

It is a talk that often gets put off or avoided, and for too long. Talking to your heirs about their future wealth may not be ...

Shifting away from the limitations of single-family offices, outsourced multi-family offices present a more cost-effective ...

Vancouver-based Harbourfront Wealth Holdings Inc. (Harbourfront Wealth) has taken over Harrison & Partners (KJH).

Celebrating visionary leadership shaping the future of family wealth management ST. LOUIS, MO / ACCESS Newswire / April 28, ...

Multi-family office and private wealth management firm Client Associates has launched operations in Pune, expanding its presence to 11 cities in the country, a statement said on Wednesday. The company ...

Wealthy families are being hit with bills for unpaid taxes and penalties worth hundreds of millions of dollars.

Across the globe, second and third generations are inheriting significant wealth and with it, the opportunity to professionalise how their ...

Adoption of these applications has grown exponentially, but some advisors and attorneys say caution is warranted.

A big shift is underway as Asia’s first-generation tycoons step back. Successful handovers call for more than setting up ...