Family office

Integrated Partners Adds $225M Colorado-Based Registered Investment Advisor

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화요일, 8월 8, 2023
Professional Services, Finance, PRISM, Morgan Stanley, Schell, RIA, Woman, Engelman, CDFA, Corporation, Integration, Family office, HNW, Financial adviser, Telescopic sight, Financial services, Shroff

Integrated Partners , (“Integrated”), a national financial planning and registered investment advisory (RIA) firm that serves over $15.5 billion in brokerage and advisory assets, today announced Colorado-based PRISM Financial Strategies , (“PRISM”) as the latest advisory team to join its ranks as an affiliate partner.

Key Points: 
  • Integrated Partners , (“Integrated”), a national financial planning and registered investment advisory (RIA) firm that serves over $15.5 billion in brokerage and advisory assets, today announced Colorado-based PRISM Financial Strategies , (“PRISM”) as the latest advisory team to join its ranks as an affiliate partner.
  • PRISM is an independent registered investment advisory (RIA) firm led by Managing Partner and Financial Strategist Jeff Engelman, CFP®, CIMA® , CRPS® .
  • With a focus on trusted guidance and a strong emphasis on fiduciary responsibilities, PRISM shares the planning-oriented values upheld by Integrated Partners.
  • Likewise, PRISM also recognized our strong compatibility,” said Paul Saganey , President and Founder, Integrated Partners.

EMEA Family Offices Directory 2023: Detailed Profiles of 1,200+ Single Family Offices, Including KYC Background - ResearchAndMarkets.com

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수요일, 8월 2, 2023
Banking, Asset Management, Professional Services, Finance, Database, Private equity, Additional funds needed, Venture capital, Taxation of private equity and hedge funds, Real estate, Name, AUM, Investment, Microsoft Excel, Hedge fund, SFO, Stock, Commercial, Family, KYC, UHNW, Family office, Cryptocurrency, Commercial property, Construction, Financial services, Address

Discover a treasure trove of information on over 1,200 single family offices in EMEA, featuring detailed profiles, KYC background, investment strategies, asset allocation, and examples of investments.

Key Points: 
  • Discover a treasure trove of information on over 1,200 single family offices in EMEA, featuring detailed profiles, KYC background, investment strategies, asset allocation, and examples of investments.
  • Stay informed with daily updates and expansions as you navigate the world of single family offices like never before.
  • Detailed profiles during a subscription year of over 1,200 Single Family Offices in Europe, Middle East & Africa
    What data is included in each family office?
  • Investment banks seeking to advise family offices on M&A, divesting family businesses, or raising equity or debt capital

Homrich Berg Expands Family Office Division With the Addition of Lauren Vick Burthey as Director

Retrieved on: 
월요일, 7월 24, 2023
Finance, Consulting, Banking, Professional Services, Asset Management, RIA, Marketing, McKinsey & Company, Growth, Berg, MBA, Multimedia, Family office, Family, Management

Homrich Berg is excited to announce the addition of Lauren Vick Burthey as a Director in the Family Office division.

Key Points: 
  • Homrich Berg is excited to announce the addition of Lauren Vick Burthey as a Director in the Family Office division.
  • Burthey joins the $13 billion, Atlanta-based RIA to contribute to the firm's continued growth and expansion within the wealth services industry with a focus on ultra-high-net-worth families.
  • View the full release here: https://www.businesswire.com/news/home/20230724260316/en/
    “Lauren has a unique skill set with a background across wealth management, recruiting, consulting, and marketing,” said Thomas Carroll, president of Homrich Berg.
  • In her role at Homrich Berg, Burthey will leverage her varied expertise to work with families who have complex needs and goals to create alignment across their financial lives.

Chia Network Appoints Effie Datson to Board of Directors

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수요일, 7월 19, 2023
Internet, Blockchain, Digital Cash Management, Digital Assets, Technology, Software, BitTorrent, Consensus, Bitcoin, Network, Datsun, Proof of space, UBP, Social science, Fintech, Harvard College, Deutsche Bank, Goldman Sachs, Business administration, State Street, Union Bancaire Privée, Work, OTC, Harvard Business School, Master of Business Administration, Woman, Family office, Barclays, Cryptocurrency, Management, Chia (cryptocurrency)

Chia Network, Inc (“Chia”), founded by Bram Cohen to provide an open-source, public blockchain optimized for real-world adoption, today announced the appointment of Effie Datson to its Board of Directors, effective immediately.

Key Points: 
  • Chia Network, Inc (“Chia”), founded by Bram Cohen to provide an open-source, public blockchain optimized for real-world adoption, today announced the appointment of Effie Datson to its Board of Directors, effective immediately.
  • "Effie's broad experience and impressive record in financial services and passion for technology and innovation will provide valuable perspective and insight to complement our Board's expertise," said Gene Hoffman, President and CEO of Chia Network.
  • "We are confident in Effie's ability to guide the company through our next growth phase as a member of the Board of Directors, and we're pleased to welcome her to the Chia team."
  • Based in the UK, Datson most recently served as Global Head of Family Office for Barclays.

Congress Wealth Management, Audax Private Equity Complete Recapitalization Transaction

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목요일, 7월 13, 2023
Consulting, Asset Management, Professional Services, Finance, LLP, Private equity, RIA, Kirkland & Ellis, Congress, Acquisition, Partner, Growth, Paul Scott (novelist), Family office, HNW, UHNW, Financial services, Financial adviser, Management, Audax

Audax Private Equity (“Audax”), a leading alternative investment manager and capital partner to middle market companies, completed its previously disclosed strategic investment in Congress Wealth Management (“Congress”), a Boston-based, independent registered investment advisor (“RIA”).

Key Points: 
  • Audax Private Equity (“Audax”), a leading alternative investment manager and capital partner to middle market companies, completed its previously disclosed strategic investment in Congress Wealth Management (“Congress”), a Boston-based, independent registered investment advisor (“RIA”).
  • “We are excited about the future and looking forward to partnering with Audax Private Equity to capitalize on the growth opportunities in front of our business,” noted Paul Lonergan, Founder and CEO of Congress Wealth Management.
  • “Congress represents a truly differentiated platform that is well positioned for both organic and inorganic growth,” noted Bill Allen, Managing Director of Audax Private Equity.
  • Kirkland & Ellis, LLP served as legal counsel to Audax, while ArentFox Schiff, LLP served in the same capacity to Congress.

Integrated Partners Creates Insurance Solutions Division, Adds Two Key Staff

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화요일, 6월 20, 2023
Consulting, Banking, Professional Services, Asset Management, Insurance, Kaplan, RIA, Policy, First, Trust, Acquisition, Growth, Integration, Family, Family office, HNW, UHNW, Financial services

Integrated Partners , (“Integrated”) a national financial planning and registered investment advisory (RIA) firm that serves over $15 billion in brokerage and advisory assets, today announced it is launching the Integrated Insurance Solutions offering to help its financial advisors meet the complex insurance needs of their high-net-worth (HNW) and Integrated family office division clients.

Key Points: 
  • Integrated Partners , (“Integrated”) a national financial planning and registered investment advisory (RIA) firm that serves over $15 billion in brokerage and advisory assets, today announced it is launching the Integrated Insurance Solutions offering to help its financial advisors meet the complex insurance needs of their high-net-worth (HNW) and Integrated family office division clients.
  • These services include Business Owner Solutions , a dedicated Family Office division, retirement planning, investment management and corporate and group benefits .
  • The Insurance Solutions offering will create tailored life insurance policies for HNW and ultra-high-net-worth (UHNW) clients.
  • For more information about Integrated Insurance Solutions, go to https://integrated-partners.com/ .

Northern Trust and Wharton Global Family Alliance Announce Survey Findings on Family Offices

Retrieved on: 
화요일, 6월 20, 2023
Professional Services, Legal, Finance, Consulting, Banking, Accounting, Equal housing lender, Interest, Family, Trust, FDIC, Wharton School of the University of Pennsylvania, AUM, Family office, Investment, Widener University Commonwealth Law School, Knowledge, ESG, Benchmarking, Environment, Management, Tourism, Financial services, Cryptocurrency, Bank, Northern Trust

Northern Trust (Nasdaq: NTRS) and the Wharton Global Family Alliance (Wharton GFA) announced findings from the Wharton GFA’s sixth benchmarking survey of family offices, highlighting best practices, trends and financial performance drivers of family offices.

Key Points: 
  • Northern Trust (Nasdaq: NTRS) and the Wharton Global Family Alliance (Wharton GFA) announced findings from the Wharton GFA’s sixth benchmarking survey of family offices, highlighting best practices, trends and financial performance drivers of family offices.
  • Family offices have substantially increased direct private investments at the expense of making investments through private-equity firms.
  • The Wharton Global Family Alliance is a world-leading research forum created by the Wharton School and the CCC Alliance.
  • Nearly 20% are larger Family Offices that employ more than 21 professionals
    Northern Trust Wealth Management offers holistic wealth management services for affluent individuals and families, family offices, foundations and endowments, and privately held businesses.

Certuity Appoints Mariia Eroshin as Managing Director, Family Office, Foundations and Endowments

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화요일, 6월 13, 2023
Professional Services, Finance, Consulting, Asset Management, Banking, Accounting, UBS, University, CFA, Wealth, Senior, Swiss Private Bankers Association, University of Minnesota Duluth, Ernst & Young, Bank of America Private Bank, Palmer, Trust, Endowment, MBA, Multimedia, Chartered Financial Analyst, Certified Public Accountant, Securities research, Wharton School of the University of Pennsylvania, Business administration, Citi Private Bank, Partner, Investment, The Apprentice (British series 7), Ernst, CPA, CFO, Bank, Research, SIE, Widener University Commonwealth Law School, Family, Family office, Female, Management, Financial services

Certuity , an independent multi-family office that provides a holistic approach to wealth management, legacy planning and family office services, announced today the appointment of Mariia Eroshin, CFA, CPA, CFP®, MBA as Managing Director, Family Office, Foundations and Endowments.

Key Points: 
  • Certuity , an independent multi-family office that provides a holistic approach to wealth management, legacy planning and family office services, announced today the appointment of Mariia Eroshin, CFA, CPA, CFP®, MBA as Managing Director, Family Office, Foundations and Endowments.
  • Ms. Eroshin brings more than 20 years of experience working with ultra-high-net-worth families, foundations, endowments and family offices.
  • View the full release here: https://www.businesswire.com/news/home/20230613005035/en/
    Prior to joining Certuity, Ms. Eroshin held multiple leadership roles in family offices, including CEO, CFO, Head of Family Office, Director of Investment Research and Senior Portfolio Manager.
  • Additionally, Ms. Eroshin has experience in multi-family wealth management, as well as foundations and endowments, providing investment management and serving as OCIO.

New Global report reveals prosperous times are set to continue for Family Offices, despite an economic slowdown

Retrieved on: 
화요일, 6월 6, 2023
Professional Services, Small Business, Human Resources, Venture Capital, Asset Management, Consulting, Benchmark, Executive officer, Family, Agreus and Nomios, Assets under management, Growth, Family office, Social mobility, KPMG, Retail, Management

Agreus Group and KPMG Private Enterprise launched the 2023 Global Family Office Compensation Benchmark Report based on responses from more than 650 Family Office professionals worldwide.

Key Points: 
  • Agreus Group and KPMG Private Enterprise launched the 2023 Global Family Office Compensation Benchmark Report based on responses from more than 650 Family Office professionals worldwide.
  • The report presents an optimistic economic outlook for Family Offices based on data, opinions, and insights collated from over 1,500 Family Offices including qualitative interviews with Family Office Chief Executives from each continent – the one of the largest global Family Office data sets.
  • The report benchmarks salaries, career history, global Family Office demographics and shares key insights on emerging industry trends.
  • This includes over 1,500 Family Offices globally, 3,360 Family Office contacts (clients) and more than 7,800 registered Family Office candidates.

Philter Labs lands $1M (AUD) and nears completion of its $4M Series A Financing Round

Retrieved on: 
금요일, 6월 9, 2023
Run, Partnership, Investment, Tobacco, Research, British American Tobacco, AUD, SAN, Smoke, Peregrine Corporation, American Tobacco Company, Smoking, Family, Family office, Herbal cigarette, D, Retail, Peregrine

SAN DIEGO, June 9, 2023 /PRNewswire/ -- Philter Labs (PHILTER™), the leader in secondhand smoke elimination technologies, secured an additional $1M (AUD) investment from Atayf Investments Pty Ltd. and a warrant for an equivalent investment by the end of 2023. Btomorrow Ventures, the venture capital arm of British American Tobacco, originally led the financing round. The allocated funds will further propel R&D initiatives within the company. They will also back the introduction of the industry's first-ever heat-not-burn device specifically designed for organic substrates with the ability to eliminate secondhand smoke.

Key Points: 
  • Btomorrow Ventures, the venture capital arm of British American Tobacco, originally led the financing round.
  • Charlie (Khalil) Shahin AO, CEO of Peregrine, said, "We are excited about our investment in "PHILTER™.
  • PHILTER™ holds 9 granted utility patents and has filed over a dozen additional patents for advanced technologies that miniaturize the filtration footprint.
  • These patents enable PHILTER™ technology to be ubiquitous within any vaping device and any form factor for combustibles.