Berita Wealth & Family Office
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Family offices are making a bullish bet on the stock market, according to CNBC Family Office Portfolio Tracker ↗
The data includes the portfolios of hundreds of family offices, representing a total of $1.4 trillion in assets.
Vanderbilt Heir Builds a Family Office With Goal to Get 800 Relatives Investing ↗
Consuelo Vanderbilt Costin is aiming to draw in other family members to her House of Vanderbilt investment firm.
The ‘20% rule’ behind Giorgos Tsetis’ blueprint for a new kind of family office ↗
Family offices are built to be patient with their money. Giorgos Tsetis is not.
SEIA Launches Tax Division, Expands Family Office Services ↗
The $32.6 billion RIA hired Tim Gacsy to lead the new unit and partnered with Baker Tilly to bolster its family office capabilities.
Rockefeller Recruits $2B Merrill Team in Ohio ↗
Sidney Jones brings his 14-person group to Rockefeller Global Family Office after 43 years at Merrill. The move opens a new Columbus, Ohio, office for the firm.
As asset managers chase advisors, Clark Capital says it was there first ↗
Following its purchase by Raymond James, Clark Capital's CEO discusses his firm's future and how he aims to help advisors operate as "mini virtual multifamily offices."
How to invest in venture capital with the rise of megafunds ↗
Getting access to the big funds, and paying their steep fees, has become more difficult even for some large family offices and ultra-wealthy investors.