Family office

Linda Mack of Mack International was a panelist at the Global Family Office conference held in Los Angeles on November 2, 2023

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수요일, 12월 13, 2023
Principal, Entrepreneurship, Face, DEO, Culture, Gandhi Global Family, Benchmarking, Family, Resource, AI, Family office, Management

WEST PALM BEACH, Fla., Dec. 13, 2023 /PRNewswire-PRWeb/ -- The Global Family Office community held a USA Family Office conference on November 2, 2023, in Los Angeles. Several topics of interest to Family Offices were explored including investing, regulations, the impact of AI and benchmarking. Linda Mack of Mack International participated as a panel member on the topic entitled, 'Family Office Trends'. The panel was led by Vahe Vartanian, Founder and DEO of the Global Family Office Community. Panel members joining Linda were Thomas Brown, Principal and Founder at Ad Altius Advisors; Paul Westall, Co-Founder, Agreus Group; and Daniel Krauss, Tax Partner, Eisner Advisory Group. Each panel member was presented with questions aligned with their specialty including tax considerations, compensation, preserving wealth through generations, and any notable changes in the purpose and definition of the Family Office over time.

Key Points: 
  • Linda Mack of Mack International was a panelist at the Global Family Office conference held in Los Angeles on November 2, 2023, to discuss Family Office Trends.
  • WEST PALM BEACH, Fla., Dec. 13, 2023 /PRNewswire-PRWeb/ -- The Global Family Office community held a USA Family Office conference on November 2, 2023, in Los Angeles.
  • Linda Mack of Mack International participated as a panel member on the topic entitled, 'Family Office Trends'.
  • The panel was led by Vahe Vartanian, Founder and DEO of the Global Family Office Community.

SP NUTRACEUTICALS ENTERS NEXT CHAPTER OF BUSINESS GROWTH WITH NEW INVESTMENT PARTNER, CHOPRAX VENTURES, AND APPOINTMENT OF NEW CEO AND BOARD OF DIRECTORS

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화요일, 12월 5, 2023
Medicine, Associate, Corporation, Research, University, SP, Risk, Fraud, Spagnuolo, Mastercard, Edelbrock, Metabolism, Health, CPG, Executive director, Shopping, Partnership, Growth, Food science, Family office, International Council, Family, Management, Pharmaceutical industry, BURLINGTON

BURLINGTON, ON, Dec. 5, 2023 /PRNewswire/ -- Today, SP Nutraceuticals announced a strategic partnership and equity agreement with ChopraX Ventures, led by its renowned clinician and Chairman Dr. Deepak Chopra, a pioneer at the forefront of medicine for the past 50 years. Simultaneously, SP Nutraceuticals announced a new slate of senior leadership and advisory members, including the appointment of Darren Contardo, current President of the company, as the new Chief Executive Officer, effective as of November 6, 2024. Darren will retain the President title. SP Nutraceuticals' flagship brand Metavo offers a suite of metabolism products which aim to support metabolic health.

Key Points: 
  • SP Nutraceuticals' flagship brand Metavo offers a suite of metabolism products which aim to support metabolic health.
  • "We are excited to collaborate with SP Nutraceuticals and actively pursue breakthrough innovations in metabolic health," said David Lubotta, Managing Partner of ChopraX Ventures.
  • "I am honored to step into the position of CEO of SP Nutraceuticals in this exciting phase of growth," said Darren Contardo, CEO of SP Nutraceuticals.
  • New board members include:
    Trevor Clarke, former CEO of SP Nutraceuticals, will now serve as the Executive Director and Corporate Secretary.

Arcons Technology Announces Longview Asset Management's successful adoption of tradeEdge for Streamlined Trade Allocations

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화요일, 11월 28, 2023
Advent, Eye, SAN, Seng, CFA, Workflow, Partnership, Communication, Moxy, Family office, RIA

SAN CARLOS, Calif., Nov. 28, 2023 /PRNewswire/ -- Arcons Technology, a leading provider of RIA and Family Office solutions, proudly reveals the successful integration of its cutting-edge trading solution, 'tradeEdge,' by Longview Asset Management, a prominent Chicago-based multi-strategy investment firm.

Key Points: 
  • SAN CARLOS, Calif., Nov. 28, 2023 /PRNewswire/ -- Arcons Technology, a leading provider of RIA and Family Office solutions, proudly reveals the successful integration of its cutting-edge trading solution, 'tradeEdge,' by Longview Asset Management, a prominent Chicago-based multi-strategy investment firm.
  • Jim Seng, Director of Investment Operations at Longview Asset Management, commended the Arcons team for aligning tradeEdge with their workflow, noting the system's capacity to automate trade creation into Moxy with minimal steps.
  • The addition of custodial/broker extracts, automatically dispatched via email to designated contacts, further contributed to Longview Asset Management's positive experience.
  • Hemant More, CFA, CEO of Arcons Technology, expressed satisfaction with the collaboration, stating, "We are delighted to have Longview Asset Management onboarded on tradeEdge and look forward to a sustained partnership, offering enhanced operational capabilities and efficiency."

Pitcairn Names New Head of Wealth Management

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수요일, 10월 11, 2023
Wealth management, Family office, Strategic leadership, Certified Financial Planner, University, Equity, BA, FFI, Ultra, Diversity, CTFA, National Association of Personal Financial Advisors, Financial adviser, Certification, Ursinus College, Villanova University, Management, Economics

JENKINTOWN, Pa., Oct. 11, 2023 /PRNewswire/ -- Pitcairn, a true family office celebrating a full century of serving ultra-high-net-worth families, is pleased to announce the promotion of two key executives. Effective immediately, J. Matthew McCarte, CFP®, CTFA, will now oversee all relationship management teams at the firm in the role of Managing Director, Head of Wealth Management. Reporting directly to Matt will be Managing Director Karen Carlson, CFP®, who will assume the role of leading the Ultra-High-Net-Worth Relationship Management team. Their promotions come on the heels of Pitcairn's recently announced leadership transition as Andrew L. Busser, currently President, Family Office will assume the role of CEO from Leslie Voth who continues as Chairman.

Key Points: 
  • Effective immediately, J. Matthew McCarte, CFP®, CTFA, will now oversee all relationship management teams at the firm in the role of Managing Director, Head of Wealth Management.
  • Reporting directly to Matt will be Managing Director Karen Carlson, CFP®, who will assume the role of leading the Ultra-High-Net-Worth Relationship Management team.
  • He is a member of Pitcairn's Investment Strategy Committee, the Strategic Leadership and Family Office Leadership Councils, and has over 25 years of wealth management experience.
  • As a Managing Director and Relationship Manager, Karen, who has been with Pitcairn for 13 years, advises multi-generational families.

Pitcairn, Celebrating its 100th Anniversary, Announces Leadership Transition to Shepherd Next Century in Business

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화요일, 9월 26, 2023
Pittsburgh Plate Glass Company Building, The Conference Board, Woman, PPG Industries, Growth, Voth, Family, Family office, Busser, Female, Management

JENKINTOWN, Pa., Sept. 26, 2023 /PRNewswire/ -- Pitcairn, a true family office celebrating a century of serving ultra-high-net-worth families, is pleased to announce a long-planned transition. Effective November 16, 2023, Andrew L. Busser, President, Family Office at Pitcairn will assume the role of CEO from Leslie Voth who continues as Chairman of Pitcairn Trust Company.

Key Points: 
  • "I had the privilege of hiring her, helping her grow, and watching her journey to become the leader she is today."
  • "She was the first female CEO and Chairman of the Board and the first non-Pitcairn family member to serve as chairman.
  • Her passion for our clients and our employees is infectious and under her leadership, Pitcairn is in its best position in 100 years," he continued.
  • Andy understands our business, our clients, and how to continue the growth trajectory that Leslie set for the company.

Allocate Closes $10MM in Strategic Capital and Adds Key Personnel to Modernize Investment in Venture Capital

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목요일, 9월 21, 2023
JPMorgan Chase, Education, Investment, Allocation, Family, Public sector banks in India, SAN, Investment strategy, Q4, RIAS, Family office, NYSE, Cryptocurrency, Management, Financial services

SAN FRANCISCO, Sept. 21, 2023 /PRNewswire/ -- Allocate, a platform that provides investors with a streamlined way to invest and manage private investments, announced the closing of $10MM in financing, bringing the total capital raised since the company launched in July 2021 to $33.5MM.

Key Points: 
  • Allocate closes $10MM in strategic capital and adds key personnel to modernize investment in venture capital.
  • "This new capital bolsters our balance sheet to allow us to further accelerate our vision of modernizing investment into venture capital by granting investors a previously unavailable level of curated access and portfolio transparency," said Samir Kaji, CEO & Co-Founder of Allocate.
  • Within alternative investments, venture capital is a unique and growing segment - especially for non-institutional investors.
  • Allocate has built a platform that makes venture investing more accessible, effective, and transparent.

KPMG strengthens services to clients with cross-border needs

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수요일, 9월 20, 2023
Supreme, Ontario Superior Court of Justice, LLP, Private sector, JSD, Toronto North, LLM, Juris Doctor, Harvard Law School, Master of Laws, Wills, Osgoode Hall Law School, JD, Purdue University, Supreme court, Harvard Business School, Doctor of Juridical Science, FCPA, KPMG, Fellow, Family office, Accounting

A practicing lawyer and accountant, Mr. Feigenbaum's new role as Partner will also involve working closely with KPMG Family Office.

Key Points: 
  • A practicing lawyer and accountant, Mr. Feigenbaum's new role as Partner will also involve working closely with KPMG Family Office.
  • "Having spent my early career with KPMG's cross-border tax practice, I am delighted to rejoin the KPMG family," says Mr. Feigenbaum, Partner, KPMG in Canada.
  • "There is a strong appetite for integrated services that help mobile individuals and families navigate their complex tax, legal, wealth and estate planning needs.
  • KPMG Law LLP is the law firm affiliated with KPMG in Canada.

Scrubbed Announces New Promotions and Expansion of Its Leadership Team

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화요일, 9월 5, 2023
Shell, Education, Accounting, CrfA RNA, Business administration, SAN, Distribution, Knowledge, Growth, ESG, Family office, Real estate, Film industry, Management

SAN FRANCISCO, Sept. 5, 2023 /PRNewswire-PRWeb/ -- Scrubbed today announced the promotions of Michael John David to Director of Real Estate and Clean Technology, Arian David to Director of Distribution and Retail, Denissa Ysabel Dizon – Ballos to Director of E-commerce and Family Office, and Gliezel David to Director of the Technical Accounting Group.

Key Points: 
  • Michael, Arian, Denissa, and Gliezel have been instrumental in the growth of Scrubbed, demonstrating effective leadership that has helped our company and our clients achieve their strategic goals.
  • "Michael, Arian, Denissa, and Gliezel have been instrumental in the growth of Scrubbed, demonstrating effective leadership that has helped our company and our clients achieve their strategic goals," said Gani Laguisma, Chief Executive Officer of Scrubbed.
  • "As experts in accounting and finance, this newly expanded leadership team will continue to be a driving factor in both Scrubbed and its clients' success."
  • Prior to joining Scrubbed, she began her career in auditing with Grant Thornton before joining Shell in its global shared services group.

The 8th Quam IR Awards was Successfully Held

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화요일, 6월 13, 2023
Season, Communication, Holding, IR, Financial services, JP, Face, Professional, Four Seasons, Platinum, Silver, Category, Corporate sustainability, History, Tertiary Education Quality and Standards Agency, InvestHK, Standard, Organization, McIntire Investment Institute, S&P Global, Gold, Professor, Observation, CUHK, ESG, Sustainable development, Environment, Family office, Film industry, Management, Cryptocurrency, Audit, Award

The keen enthusiasm for the 8th Quam IR Awards can be seen from the entries.

Key Points: 
  • The keen enthusiasm for the 8th Quam IR Awards can be seen from the entries.
  • The 8th Quam IR Awards came to a successful conclusion, thanks to our supporters in the business community, media friends and sponsors in Hong Kong and mainland China.
  • Quam IR is grateful for the strong support and generous sponsorship from HKTaxi, which make Quam IR Awards 2022 a success.
  • Website of Quam IR Awards 2022: https://eventedm.tonghaiir.com/QIRA2022-23/EN_US/

Abbas Hashmi Joins The BAM Companies as Chief Strategy Officer

Retrieved on: 
목요일, 8월 10, 2023
BAM, Family, Goldman Sachs, Name, Family office, Marketing, UHNW, Management

INDIANAPOLIS, Aug. 10, 2023 /PRNewswire-PRWeb/ -- The BAM Companies, an institutional real estate owner/operator based in the midwest, announced the addition of Chief Strategy Officer, Abbas Hashmi.

Key Points: 
  • The BAM Companies, an institutional real estate owner/operator based in the midwest, announced the addition of Chief Strategy Officer, Abbas Hashmi.
  • INDIANAPOLIS, Aug. 10, 2023 /PRNewswire-PRWeb/ -- The BAM Companies, an institutional real estate owner/operator based in the midwest, announced the addition of Chief Strategy Officer, Abbas Hashmi .
  • Mr. Hashmi joins the vertically-integrated firm to oversee all facets of capital raising, investor relations, marketing, and corporate strategy.
  • Abbas is committed to providing investors with a sophisticated, data-driven, compliant & curated experience, making him a great fit for The BAM Companies.