Showing Tag: "family office news" (Show all posts)

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...

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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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:

CHICAGO, March 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...

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...

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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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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