UHNW

AlTi Tiedemann Global Extends US Footprint Through Acquisition of Midwest Family Office, Envoi

Retrieved on: 
Jeudi, mai 9, 2024
Personal Finance, Finance, Consulting, Professional Services, Asset Management, Constellation, AUM, Acquisition, UHNW, Growth, Head, Joel Tobeck

AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi” or the “Company”), a leading independent global wealth manager with over $70 billion in combined assets, announces the acquisition of Envoi, LLC (“Envoi”), a leading family office focused on multi-generational family wealth with assets under management (AUM) of approximately $3.0 billion.

Key Points: 
  • AlTi Global, Inc. (NASDAQ: ALTI) (“AlTi” or the “Company”), a leading independent global wealth manager with over $70 billion in combined assets, announces the acquisition of Envoi, LLC (“Envoi”), a leading family office focused on multi-generational family wealth with assets under management (AUM) of approximately $3.0 billion.
  • Based in Minneapolis, Minnesota, Envoi is a well-established management-owned family office with a service offering and client base that is strongly aligned with AlTi’s.
  • Michael Tiedemann, Chief Executive Officer of AlTi Tiedemann Global, said:
    “I am delighted to announce that Envoi is joining AlTi as we continue to execute our strategy to become the destination of choice for families, family offices and foundations looking for best-in-class wealth management solutions and services.
  • Piper Sandler & Co. and Stinson LLP are serving as financial advisor and legal advisor, respectively, to Envoi.

Armanino Announces Advanced AI and Automation Services to Bridge the Tech Gap for Family Offices

Retrieved on: 
Mercredi, mai 1, 2024
Consulting, Data Management, Banking, Accounting, Technology, Professional Services, Software, Artificial Intelligence, Networks, Mobile, Wireless, Finance, Family, LLP, Family office, Intelligence, RPA, Automation, Transformation, UHNW, Robotic process automation

To spearhead this initiative, John Stewart, Partner and Strategy & Transformation leader at Armanino, joins the Family Office leadership team, co-leading alongside Chris Mays, Partner at Armanino.

Key Points: 
  • To spearhead this initiative, John Stewart, Partner and Strategy & Transformation leader at Armanino, joins the Family Office leadership team, co-leading alongside Chris Mays, Partner at Armanino.
  • Together, they will direct the implementation of Armanino’s new AI and automation services to support family offices across the country.
  • Armanino clients have saved up to 15 hours a week with the smart automation of tedious, manual work.
  • Advanced AI Implementation: Armanino can now create customized AI tools to fully automate complex processes, such as investment due diligence, grant identification and application support, and advanced financial modeling.

Americas Family Offices Directory 2024: Detailed Profiles of 1,000+ Single Family Offices in North America & South America - ResearchAndMarkets.com

Retrieved on: 
Lundi, avril 22, 2024
Finance, Business, Banking, Professional Services, Other Professional Services, Real estate, Hedge fund, Investment, Commercial, Microsoft Excel, Publication, Radar, Private equity, Stock, Family, AUM, Database, UHNW, Venture capital, SFO, Financial services

Single family offices manage the investments of the wealthiest families globally.

Key Points: 
  • Single family offices manage the investments of the wealthiest families globally.
  • For those wishing to build relationships with single family offices, such as asset managers and private and investment bankers, the difficulty of access to SFOs is well-recognised.
  • This Family Offices Database offers powerful search filters which are simple and intuitive to use.
  • Investment banks seeking to advise family offices on M&A, divesting family businesses, or raising equity or debt capital

Asia Pacific Family Offices Directory 2024: Profiles of 250+ Family Offices - KYC Background, Investment Strategy, Asset Allocation, Investments, Management, and Investment Personnel - ResearchAndMarkets.com

Retrieved on: 
Vendredi, avril 19, 2024
Banking, Professional Services, Finance, Online, Investment, Publication, Microsoft Excel, Radar, KYC, Family, Database, UHNW, SFO

Online database with detailed profiles of over 250 family offices in the Asia Pacific including KYC background to the family, the investment strategy of the family office, asset allocation, examples of investments, management, and investment personnel by name and job title, many with emails.

Key Points: 
  • Online database with detailed profiles of over 250 family offices in the Asia Pacific including KYC background to the family, the investment strategy of the family office, asset allocation, examples of investments, management, and investment personnel by name and job title, many with emails.
  • Also includes profiles of several hundred major multi-family offices.
  • Search for personnel within family offices by 30 job types, most related to the investment management of a particular asset class
    Each search result can be bookmarked, & exported to Excel
    Who will benefit from this Single Family Offices Database?
  • Investment banks seeking to advise family offices on M&A, divesting family businesses, or raising equity or debt capital

Validus Capital Expands Team and Multi-Family Office Capabilities with Managing Director Wayne Park, CPA

Retrieved on: 
Jeudi, avril 11, 2024
Accounting, Asset Management, Professional Services, Finance, Fatal Five, Wealth, Financial management, CPA, UHNW, Sailor, Capital, Growth, Financial services

Validus Capital announced that the firm has expanded its team by adding Wayne Park, CPA, as Managing Director of Multi-Family Office Services.

Key Points: 
  • Validus Capital announced that the firm has expanded its team by adding Wayne Park, CPA, as Managing Director of Multi-Family Office Services.
  • Prior to working at Mariner, Wayne was an experienced tax professional with Apercen Partners, LLC, where he focused on tax compliance and consulting services for UHNW clients.
  • We are excited for Wayne to join the Validus family and are confident that his expertise and sophistication will further expand Validus’s ability to guide and service our clients.”
    “I’m excited that Wayne is joining the team.
  • I’m excited to collaborate with the team to serve our clients and look forward to continued growth and evolution of the firm’s family office services offering.”
    Mr. Park will play an integral role in strengthening Validus Capital’s family office capabilities.

Former CFA Society Colorado President Tom Riley Recruited to Join Alpha Capital Family Office

Retrieved on: 
Lundi, avril 22, 2024
First Data, University, ACFO, Investment, Risk, Consultant, Business, Chartered, Chartered Financial Analyst, Homelessness, UHNW, Growth, Security (finance)

DENVER, April 22, 2024 /PRNewswire/ -- Alpha Capital Family Offices (ACFO) announces that it has recruited industry veteran Tom Riley, CFA® (Chartered Financial Analyst) to join and lead portfolio management at the firm.

Key Points: 
  • DENVER, April 22, 2024 /PRNewswire/ -- Alpha Capital Family Offices (ACFO) announces that it has recruited industry veteran Tom Riley, CFA® (Chartered Financial Analyst) to join and lead portfolio management at the firm.
  • "Tom is one of the most talented portfolio managers I have seen in my four decades plus in the business," said Doug Campbell, founding partner at Alpha Capital Family Office.
  • Tom brings exceptional talent, and Alpha Capital Family Office is fortunate to have him join as an expert in portfolio management as well as a dynamic leader focused on growth."
  • Mr. Riley, who holds the Chartered Financial Analyst (CFA®) designation, previously served as President and board member at the CFA® Society Colorado.

OLIVELA Fashions A Better Future for Women and the Luxury Fashion Industry This Women’s History Month

Retrieved on: 
Jeudi, mars 28, 2024
ITS, Growth, Business, Beauty, Executive, Education, Empowerment, UHNW, Obama Foundation, COMMUNITY, Fashion, Very important person, Family, Tourism

NEW YORK, March 28, 2024 (GLOBE NEWSWIRE) -- Philanthropic retailer OLIVELA landed in Miami and Palm Beach last week to mark Women’s History Month and celebrate the work its community have funded towards gender equality. From a celebratory lunch to a panel talk discussing the intersection of girls’ education and climate action, OLIVELA brought together VIPs, cause partners and customers.

Key Points: 
  • From a celebratory lunch to a panel talk discussing the intersection of girls’ education and climate action, OLIVELA brought together VIPs, cause partners and customers.
  • OLIVELA is uniquely positioned as a force for change in a challenging luxury retail landscape.
  • Thanks to its dropship model which minimizes inventory risk, OLIVELA is able to remain resilient to evolving demand.
  • Coinciding with Aspen Ideas Institute, OLIVELA hosted two events to discuss the intersection between climate action and gender equality.

Tutors International Reveals the Most Popular Educational Curricula for UHNW Families Embracing Global Education

Retrieved on: 
Mardi, avril 9, 2024
AP, University, Learning, Achievement Medal, Cambridge Assessment International Education, International, International Baccalaureate, Education, School, Ageing, Ultra, Social responsibility, Student, UHNW, IB, Curriculum, Social skills, Advanced Placement, Tutoring

OXFORD, England, April 9, 2024 /PRNewswire/ -- The world is more interconnected than ever, and Ultra-High-Net-Worth (UHNW) families are setting their sights on education systems that offer more than just traditional learning.

Key Points: 
  • UHNW families often prioritise education curricula that offer flexibility, high academic standards, and global recognition.
  • International General Certificate of Secondary Education (IGCSE): The IGCSE is a globally recognised qualification offered by Cambridge Assessment International Education and other examination boards.
  • Recognising the limitations of traditional schooling in meeting the dynamic needs of UHNW families, Tutors International provides a flexible alternative through private home tutoring.
  • With a network of highly qualified private tutors, Tutors International ensures a seamless educational experience that is both academically rigorous and globally oriented.

Tutors International Reveals the Most Popular Educational Curricula for UHNW Families Embracing Global Education

Retrieved on: 
Mardi, avril 9, 2024
AP, University, Learning, Achievement Medal, Cambridge Assessment International Education, International, International Baccalaureate, Education, School, Ageing, Ultra, Social responsibility, Student, UHNW, IB, Curriculum, Social skills, Advanced Placement, Tutoring

OXFORD, England, April 9, 2024 /PRNewswire/ -- The world is more interconnected than ever, and Ultra-High-Net-Worth (UHNW) families are setting their sights on education systems that offer more than just traditional learning.

Key Points: 
  • UHNW families often prioritise education curricula that offer flexibility, high academic standards, and global recognition.
  • International General Certificate of Secondary Education (IGCSE): The IGCSE is a globally recognised qualification offered by Cambridge Assessment International Education and other examination boards.
  • Recognising the limitations of traditional schooling in meeting the dynamic needs of UHNW families, Tutors International provides a flexible alternative through private home tutoring.
  • With a network of highly qualified private tutors, Tutors International ensures a seamless educational experience that is both academically rigorous and globally oriented.

Cerity Partners Announces Combination with Agility to Offer Outsourced Chief Investment Officer Capability

Retrieved on: 
Lundi, avril 8, 2024
Element, CIO, Organization, Growth, Partnership, Research, Perella Weinberg Partners, UHNW, Willkie Farr & Gallagher, Management

NEW YORK, April 8, 2024 /PRNewswire/ -- Cerity Partners, a leading independent wealth management firm in the U.S., announced today that it is combining with Denver-based Agility, a provider of outsourced chief investment officer ("OCIO") solutions for endowments, foundations, family offices, corporations, healthcare organizations, and other clientele. Upon closing, Agility will form Cerity Partners OCIO.

Key Points: 
  • The addition of Denver-based Agility will expand Cerity Partners' capabilities through outsourced chief investment officer services to non-profit organizations, UHNW individuals, and family offices.
  • NEW YORK, April 8, 2024 /PRNewswire/ -- Cerity Partners, a leading independent wealth management firm in the U.S., announced today that it is combining with Denver-based Agility, a provider of outsourced chief investment officer ("OCIO") solutions for endowments, foundations, family offices, corporations, healthcare organizations, and other clientele.
  • Agility's investment team will establish an OCIO investment committee within Cerity Partners.
  • Broadhaven Capital Partners served as financial advisor and Willkie Farr & Gallagher LLP served as legal advisor to Cerity Partners.