Cybersecurity poses real consequences for family offices
The killing of UnitedHealthCare CEO Brian Thompson has led family offices to rethink cybersecurity amid risks of online exposure.
Latest News
Family offices plowing money into shale as private equity retreats
Once a relatively rare presence in the U.S. oil industry, firms overseeing the assets of ultrarich families — including the billionaire dynasties of George Soros and Carlos Slim — are pouring money into shale.
Ex-CIO of Dalio’s family office joins firm brewed by Corona beer billions
Bruce Zimmerman is now an investment director at Tresalia Capital, a family office that oversees the fortune of Maria Asuncion Aramburuzabala and her relatives, who inherited a stake in Corona beermaker Grupo Modelo,
Cresset Partners renames firm as Peakline Partners
A spokesperson for the private equity firm said the name change will not result in any changes in investment strategies.
Peer to Peer Insights
How family offices can find the top talent
With over 25 years in executive search, with a specialty in family offices, Mark Somers of the Somers Partnership works with global clients to attract and retain top talent.
The importance of integrating emotional intelligence with strategic planning
Philip Richter, the president and a partner at Hollow Brook Wealth Management, discusses the importance of financial advisers integrating emotional intelligence into strategic planning for family office clients.
Real estate developer Allen Morris explains 3 C’s of success
The chairman and CEO of the Allen Morris Co. shares the three pieces of advice he gives to next-gen family members and the business lessons he has learned from driving race cars and flying planes.