Showing Tag: "family" (Show all posts)

Increasing Single Family Office Capital Raising Using Thought Leadership Techniques

Posted by Family Office Intel . on Saturday, October 3, 2015, In : Family Office Information 

Increasing Single Family Office Capital Raising Using Thought Leadership Techniques


Bolster family office investor confidence by creating content rich thought leadership collateral.


The single family office world can offer significant investment dollars to the alternative investment industry when approached correctly. Hedge funds, private equity/venture groups, real estate funds, private companies and investment banks each target the single family office space in search of highly coveted sticky...


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May 2014 Capital Hedge Investor Network FINTRX Alternative Investor Update | Family Offices Report

Posted by Capital Hedge FINTRX on Friday, June 13, 2014, In : Family Office Databases 

FULL REPORT HERE

Thank you for your continued interest in the FINTRX Platform, powered by Capital Hedge. FINTRX continues to boast comprehensive investor intelligence, covering global family offices and institutions actively allocating to alternatives & direct investments.  

Our firm continues to grow at a rapid rate, with the addition of 3 new investment research analyst in the month of May, each focusing on the continued development of the largest family office database in the industry. This ...


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New Update: Capital Hedge Launches Live Investor Feed Functionality

Posted by Family Office Intel . on Thursday, September 12, 2013, In : Family Office Databases 

By: Russ D’Argento

Capital Hedge is pleased to announce the release of the Capital Hedge Live Investor Feed, an exciting new feature now active on the Capital Hedge v2.0 Interface. Our live investor feed allows Capital Hedge clients to view a ‘real-time’ stream of investor data as it becomes available on the platform. With this new functionality, the feed will display an actively updated string of newly added & updated investor profiles. We feel this will greatly increase the efficiency ...


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Caprock Family Office Opens Newport Beach Office

Posted by Family Office Intel . on Sunday, September 8, 2013, In : Family Office News & Media 

The Caprock Family Office, a Boise, Idaho-based multi-family office, has tapped wealth management veteran Greg Mech as a managing director to head its new office in Newport Beach.

Caprock, which serves as a financial adviser to high-net-worth clients, has other offices in San Jose, Seattle and Park City, Utah.

Mech, a Laguna Niguel resident, has spent nearly four decades in the wealth management and consulting fields, including a 29-year tenure at Merrill Lynch & Co., now part of Bank of Americ...


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Choosing an Accurate Family Office Database

Posted by Russ D'Argento on Wednesday, August 14, 2013, In : Family Office Databases 

When choosing a family office database or alternative investor platform, a key factor to take into strong consideration - accuracy. The end goal when gaining access to any investor platform offering investor profile and contact information is to streamline efficiency & expand market awareness. The game of raising money and fund marketing through family office channels is ever changing and certainly one which demands efficient use of time and resources. The difference between a great year & on...


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Family Office Directory | Hedge Fund Assets Growing Rapidly in Israeli Markets

Posted by Family Office Intel . on Friday, March 22, 2013, In : Family Office News & Media 
(Haaretz) The hedge fund business in Israel is small by American standards − just some $1.6 billion under management − but its assets have grown five-fold over the last six years and it is becoming a preferred line of business for some of the capital market’s leading players. For instance, Yoav Kaplan and Oded Gal quit their long-time jobs as investment managers at IBI Israel Brokerage & Investments last August to set up a hedge fund. Roni Biram and Gil Deutsch, the two founders of Exce...
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Family Office Database News | Family Offices Moving Towards Equities & Real Estate

Posted by Family Office Intel . on Thursday, March 21, 2013, In : Family Office News & Media 

Family Office capital is trending towards the equity and real estate markets, moving away from cash and bonds according to a recent survey by Somerset Capital. Very insightful piece below by Campden FB touching on the trends & flow of private wealth capital.


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HPM Partners Named "Best Multi-Family Office for Client Service

Posted by Family Office Intel . on Monday, March 18, 2013, In : Family Office News & Media 
Private Asset Management has named HPM Partners the "Best Multi-Family Office for client service". HPM has long been considered a leading player in the family office space with the award coming as no surprise. Please see the release below:

CHICAGOMarch 4, 2013 /PRNewswire/ -- For the third consecutive year, HPM Partners, an independent wealth management firm, has been honored by Private Asset Management (PAM) magazine as one of the top firms in the industry.

HPM Partners was named "Best Multi...


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DC Finance to Hold Family Office Wealth Conference

Posted by Family Office Intel . on Friday, March 15, 2013, In : Family Office News & Media 

In response to increasing demand for international investment and family office knowledge, DC Finance, a leading financial conference organizer and manager of one of the world's largest family office conferences (http://www.israelwealth.com), will be hosting its inaugural East Coast Annual Family Office and Wealth Management Conference in New York City, on October 2, 2013 at the Union League Club.

"For affluent families, it is essential to gain a balanced perspective about evolving domestic an...


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Oracle Family Office Adds to Advisory Board

Posted by Family Office Intel on Friday, March 15, 2013, In : Family Office News & Media 
One of the world's largest and well known family offices, Oracle Capital has named Roger Munnings to it's advisory board. Mr. Munnings’ distinguished career includes successful tenures a Chairman and CEO of KPMG Russia/CIS Region from 1996 to 2008 and Chairman of KPMG’s Global Energy and Natural Resources Practice from 1993 to 2008.  He is a Member of the National Council on Corporate Governance in Russia, the Union of Industrialists and Entrepreneurs and the Russian Union of Directors as...
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Guarded Nature = Need For Family Office Database

Posted by Family Office Central on Monday, November 28, 2011, In : Family Office Information 
We hope everyone had a fantastic Thanksgiving here at Family Office Central! Quick note here regarding the family office space. As a general rule of thumb the family office market is VERY GUARDED. Through our research and surveys the reason for this is poor investment solicitation. Many of the CIO's and head decision makers at these family offices are constantly bombarded with poor investment pieces. The CIO's are open to high quality fund managers - it's all about filtering out the junk. Giv...
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Brazil Family Offices

Posted by Family Office Database Central . on Monday, November 28, 2011, In : Family Office Databases 
Brazil is rapidly becoming a steadfast in the family office landscape. Take into account it's growing economy, and the focus on Latin America and emerging markets, Brazil is now a focus point for untapped investment capital. Currently we have tracked and noted just north of 20 family offices in Brazil, with this number growing on an annual basis. Family Offices in Brazil are quickly becoming a cost effective and economic way for ultra wealthy families in Brazil to manage and compound their ca...
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Rothstein Kass Named 'Best Multi-family Office' by Private Asset Management

Posted by Family Office Central . on Wednesday, March 9, 2011, In : Family Office Information 
The Rothstein Kass Family Office Group was named "Best Multi-family Office at the 2011 PAM Awards. The PAM Awards were hosted by Private Asset Management (www.pammagazine.com) with multiple winners selected from  the wealth management and advisory community based on their work with the high-net-worth investor community.  http://www.rkco.com
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Family Office Definition Taking Shape

Posted by Family Office Central . on Wednesday, October 13, 2010, In : Family Office Information 
October, 13 2010 - - The US Securities and Exchange Commission has proposed how to classify family offices so that managers of such institutions can know if they are covered by recent sweeping new legislation. The SEC yesterday proposed a rule stating that a “family office” is any firm that: Provides investment advice only to family members, as defined by the rule; certain key employees; charities and trusts established by family members; and entities wholly owned and controlled by family...
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Family Office Database FAQ's

Posted by Family Office Central . on Wednesday, August 5, 2009, In : Family Office Databases 
We often get many questions here at Family Office Central on buying a family office database.  The questions vary, however here are a few of the most asked:

- How effective can a family office database be?
Very.  If used, purchasing a family office database can be a very smart, and efficient way to source new capital.  We have seen a recent movement towards the family office space over the past 8-12 months due to the recent events in the alternative investment space.  We advise you to USE this ...
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Family Office Intel - A Capital Hedge Company


Family Office Intel is an informative community geared towards bringing to light information on the often foggy area of the family office arena & family office directory landscape. With a focus on news, media, and family office database awareness, FOI keeps you in the loop of private wealth information and events. Family Office Intel is a free site, and we urge you to dig in, and learn about this often used, but often misunderstood area of the family office space. To contact Family Office Intel please email: info@familyofficeintel.com

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