Showing Tag: "offices" (Show all posts)

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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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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