Family Office News

Sandaire to be acquired by Schroders

Mon 28 Sep 2020 - Sandaire is to be acquired by Schroders. Subject to regulatory approval, Sandaire will merge with Schroders' UK Wealth Management business Cazenove Capital.

Read more on this story


Interior Design: Elicyon joins our Partner Directory

Wed 2 Sept 2020 - We are delighted to welcome Elicyon to our community with their expertise in Interior Design. Elicyon, a luxury design studio based in Kensington, London, offers Interior Design, Interior Architecture and Project Management services. This talented and professional team have undertaken many successful projects both in the UK, and internationally.

Read more about Elicyon


1fs: Wealth join as Approved Family Office Software Partner

Thurs 9 July 2020 - We are delighted to welcome 1fs:Wealth to our community as an approved partner. 1fs:Wealth offers a sophisticated digital wealth intelligence platform for family offices and wealthy individuals. The First:Wealth platform provides an overarching view of all and any assets in a highly intuitive, easy-to-use manner and is independent, highly secure and cost-effective. Platforms such as First:Wealth help family offices view, manage and control all of their assets, optimise portfolio allocation, minimise operational and transactional risks and facilitate succession planning.

Read more about the First:Wealth platform

View article featured on Bloomberg


Argenta join Family Office Partner Directory

Thurs 2 July 2020 - We are pleased to welcome Argenta Private Capital Limited (APCL) as a partner. APCL offers private clients and trade investors a wide variety of ways to invest in the Lloyd's of London insurance market. They specialise in creating tailor-made, tax efficient underwriting vehicles for a worldwide client base.

Read more about Argenta


Global Family Office Compensation Report

Mon 22 June 2020 - Agreus Group have published their 2020 Global Family Office Compensation Benchmark Report.

Click on this link to request a copy of the report


GFOC Journal: Volume 2 Published

Mon 15 June 2020 - We are delighted to announce that Volume 2 of our annual publication, the GFOC Journal, "Emerging Stronger: the Next Decade for Family Offices", has now been published.

Click here to request a copy


Finito World

Fri 1 May 2020 - Finito, the employability specialists, have released the first edition of their magazine, Finito World, featuring exclusive interviews with Baroness Nicky Morgan and Sir Martin Sorrell.


Q&A Insurance Factsheets with Aston Lark

Thurs 9 Apr 2020 - Aston Lark have produced factsheets on various Covid-19 topics covering travel and household insurance cover:

Coronavirus: Travel Insurance FAQs

Coronavirus: Home Insurance FAQs

Coronavirus: Business Dormancy Checklist

Five Signs to Spot a Coronavirus Phishing Email


The employment market is tougher than ever - but jobhunters shouldn't give up

Wed 25 Mar 2020 - Ronel Lehmann, Founder and Chief Executive of Finito, discusses the impact of the coronavirus pandemic on students and graduates.

Read the article here


Keep up-to-date with market insights

Mon 23 Mar 2020 - Keep up-to-date with macro insights from Saxo, including their latest article: Coronavirus Economics: The case for coronabonds.


Covid-19: Are Family Offices at Risk?

Mon 23 Mar 2020 - KPMG have published 2 posts which can be read by clicking on the links below:

Covid-19: Are Family Offices at Risk? 


Quarantines might impact tax residency


Single Family Office Executive Compensation 2019 - USA

Mon 23 Dec 2019 - Botoff Consulting is pleased to share a copy of their 2019 Single Family Office Executive Compensation Survey. They have researched a broad network across the US, and have obtained data on 323 single family offices and 491 family office executives. Trish Botoff, Managing Principal, Botoff Consulting, was recently a speaker at our USA Family Office Conference, November 2019 in Beverly Hills.

Read the results of the compensation survey here


USA Family Office Conference 2019

Fri 15 Nov 2019 - Global Family Office Community held its inaugural USA Family Office Conference on Thursday 7th November 2019 in Beverly Hills, welcoming over 100 guests. With thanks to all of the speakers and participants from the US and other countries who made this event such a great success, continuing to build our cohesive global family office community. A couple of the presentations delivered can be seen on our Knowledge Centre.

Visit the USA Family Office Conference website


Immigration Visa Guide

Wed 13 Nov 2019 - Charles Avens, Senior Associate at Druces LLP has written an up-to-date immigration guide for the UK, covering the Tier 1 Investor Visa, Tier 1 Start-Up / Innovator Visa and Sole Representative of an Overseas Company Visa. This can be read by clicking on the PDF below.

Immigration Visa Guide
Immigration Visa Guide.pdf
Adobe Acrobat document [746.4 KB]

Family Offices and the Tech Industry

Fri 8 Nov 2019 - haysmacintyre, an approved GFOC partner, have written an article on 'Family Offices and the Tech Industry: Investing in the Future'. The article, which can be read by clicking on the PDF below, focuses on potential returns, family offices as attractive tech investors and due diligence.

Family Offices and the Tech Industry
Tech Growth and the Family Offices Inves[...]
Adobe Acrobat document [433.1 KB]

Family Office Retreat 2019

Fri 4 Oct 2019 - Global Family Office Community recently held its annual Family Office Retreat in the South of France. 48 guests, family members from family offices, joined us for this unique gathering over three days, stimulating a wide range of discussions, knowledge sharing, and relationship building. Thank you to our event partners for contributing to the success of this event, Barclays Private Bank, Wedlake Bell, Monaco Invest and Agreus Group.


Employability - Finito join as Approved Partner

Wed 10 July 2019 - We are delighted to welcome Finito as partners of the Global Family Office Community. Finito, the employability specialists, focus on helping first-time job hunters make the difficult transition from education to employment by furnishing them with the skills, coaching and mentoring to succeed.

Read more about Finito


Global Family Office Conference 2019 & the GFOC Journal

Tues 18 June 2019 - Global Family Office Community held its sixth Global Family Office Conference on Thursday 13th June 2019 in London, UK. With thanks to all of the speakers and participants who made our annual Conference such a great success, bringing together over 100 family offices from our community.

Visit the Conference website

The flagship conference also saw the launch of our new publication, the inaugural GFOC Journal, the annual journal of the Global Family Office Community.

Request a copy of the GFOC Journal


The Truth About Family Office Jobs

Mon 17 June 2019 - Agreus Group, our resourcing and recruitment partner for family offices, were recently interviewed for Bloomberg Markets, discussing what it really takes to work in a Family Office environment and how Family Offices differ from other firms when it comes to recruitment.

Read the interview


Trust - Estate, Succession and Financial Planning Uses

Mon 9 June 2019 - KENDRIS have written an article on the use of Trusts, including what a trust is, the main characteristics in a trust setup, and its use in estate planning and family business succession.

Kendris Trust Uses.pdf
Adobe Acrobat document [96.4 KB]

Interview with Vahe Vartanian

Mon 9 June 2019 - An interview with Vahe Vartanian, Founder & CEO, Global Family Office Community for NDA Global.

Read the interview


edgeFX: online global foreign exchange payment solution

Thurs 16 May 2019 - We are pleased to welcome edgeFX as partners of the Global Family Office Community for foreign exchange solutions. An online global foreign exchange payment solution, edgeFX provides highly competitive FX pricing and is supported by a market-leading payment platform which enables cross-currency payments on both a domestic and international footing, in over 60 currencies and to circa 185 countries.

Read more about edgeFX

edgeFX have written an article on FX volatility and what family offices can do to protect themselves
190508-May 2019 Article FX Volatility.pd[...]
Adobe Acrobat document [653.3 KB]

Russell Grey, SSI, Interviewed by BBC Radio

Mon 19 Nov 2018 - Russell Grey, Founder and Director at SSI, Security Services International and our approved partner was recently interviewed on BBC Radio Guernsey providing an insight into physical security along with stories of first-hand experiences.

Listen to the fascinating interview here.


When does the Trust Barrier start?

Tues 2 Oct 2018 - Healthclic, our approved health concierge partner, has published an article for Concierge Medicine Today, discussing the main psychological challenge their doctors face when working with UHNW individuals.

Read the article


The Genome Test that could save your life

Fri 27 Apr 2018 - Our approved healthcare concierge partner, HealthClic, have written an introduction to Whole Genome Sequencing and why we are still behind. The blog focuses on the need for genomic testing; family planning and genome sequencing. Read the blog post


Essential to preventative medicine in the 21st century, the genome sequencing test provides you and your primary care physician insights about your hereditary risk over 1,200 diseases. As we move into the era of personalised medicine, the UHNW community are as focused as ever on longevitiy planning to live longer, healthier and to protect their family. Further details can be found on the PDF below.

Genome Brochure
HealthClic Genome brochure web RGB.pdf
Adobe Acrobat document [1.1 MB]

L'Oreal heiress Liliane Bettencourt dies at 94

Mon 25 Sep 2017 - Liliane Bettencourt, the heiress to cosmetics firm L'Oreal, has died aged 94, her family has confirmed. A statement said she had died at home "peacefully" overnight. With an estimated 2017 net worth of 33bn euros, she was the world's richest woman. Ms Bettencourt's assets, including her holding stake in the cosmetics company, were placed in a trust controlled by her daughter.

Source: BBC News


Investing in Property Bridging Loans

Tues 29 Aug 2017 - Institutions and family offices are increasingly turning to private debt as a means to generate alpha for their portfolios, according to Avamore Capital who have written an article on this subject. The article can be read by clicking on the PDF below.

Property Bridging Loans
Investment in private debt is on the ris[...]
Adobe Acrobat document [837.3 KB]

Family Office Compensation Benchmark Report 2017

Thurs 13 Apr 2017 - Agreus, a Global Family Office Advisory and Recruitment firm have published their latest Family Office Compensation Benchmark Report 2017. Employees of more than 250 family offices were surveyed.

Click here to download the report


US Billionaire Philanthropist David Rockefeller Dies at 101

Tues 21 Mar 2017 - Billionaire philanthropist David Rockefeller has died in his sleep at his home in Poncantico Hills, New York, a spokesman said. He was 101 years old. Mr Rockefeller, the last of his generation in the famed American family, was the grandson of Standard Oil co-founder John D Rockefeller. The centenarian was at the helm of his family's fortune, controlling both philanthropic and business interests. He was the youngest of five sons of John D Rockefeller Jr.

Source: BBC News


Bill Gates tops Forbes' Rich List but Trump Wealth Slips

Tues 21 Mar 2017 - Microsoft founder Bill Gates again tops Forbes' list of the world's richest people, in a year when the number of billionaires rose 13% to 2,043. According to the magazine's annual rich list, Mr Gates' fortune rose to $86bn, from $75bn, followed by investor Warren Buffett, up $14.8bn to $75.6bn. It was bad news for US President Donald Trump, who slipped 220 spots to 544 and must now rub along on just $3.5bn. Forbes said the $1bn fall in his wealth was due to the slow US property market. There were 183 tech billionaires on the Forbes list, with a combined $1tn in wealth. The list is dominated by US billionaires.

Source: BBC News


People Moves: Cavendish Family Office

Mon 27 Feb 2017 - Recently launched Cavendish Family Office have announced the appointment of Mark Estcourt as CEO. Mark joins from London & Capital where he was Executive Director, and brings with him 25 years of experience advising UHNW families and entrepreneurs. Cavendish Family Office, a multi family office, serves clients from all over the globe including the USA, Europe, Middle East and Asia, and helps clients from unusual and high risk geographic jurisdictions or with political connections, such as PEPs.

Cavendish Family Office have also written a white paper on the topic of "When does it make sense to set up a Family Office?" and this can be read by clicking on the PDF below.

When Does it make Sense to Set Up a Family Office
Cavendish FO White Paper.pdf
Adobe Acrobat document [184.0 KB]

Mobile & Telecommunications: Selecting a Provider

Wed 15 Feb 2017 - Adam Phones have written an article on selecting a telecommunications provider, with key considerations around the risks and maintaining security. You can click on the PDF below to read this article.

Selecting a Telecommunications Provider
Selecting A Telecommunications Provider.[...]
Adobe Acrobat document [686.9 KB]

How Family Offices can be more effective in securing alternative investments

Mon 23 Jan 2017 - Michael Dean of Avamore Capital has written a piece on how family offices "need to dial up the humility" or risk underperforming. The interesting personal perspective and article can be downloaded by clicking on the PDF below.


Family Offices Need to Dial Up the Humility
Family Offices Need to Dial Up Humility.[...]
Adobe Acrobat document [58.3 KB]

Keeping the Family (Office) Safe

Thurs 8 Dec 2016 - Global Family Office Community recently held a single family office breakfast seminar in London focusing on how to keep the family (office) safe. The panel discussion was wide ranging from financial risks, operational risks, through to personal and cyber security. A summary of the discussions can be read on our Knowledge Centre.


Duke of Westminster, Gerald Cavendish Grosvenor, dies aged 64

Fri 12 Aug 2016 - Billionaire landowner and philanthropist the Duke of Westminster has died aged 64, his family said. Gerald Cavendish Grosvenor died at the Royal Preston Hospital in Lancashire on Tuesday after suddenly becoming ill on his Abbeystead Estate. The duke's fortune was estimated at $10.8bn (£8.3bn) by Forbes magazine, making him the world's 68th richest person and the UK's third. A friend of the Royal Family, he became the sixth Duke of Westminster in 1979. The sudden death of billionaire landowner and philanthropist the Duke of Westminster means his 25-year-old son Hugh has now inherited the estate.

Source: BBC News


Brexit: What Family Offices with EU Employees Should Consider

Fri 5 Aug 2016 - Druces LLP have prepared an article on what family offices with EU employees in the UK need to consider, post Brexit, from an immigration point of view. To read the article, please click on the PDF below.

EU Employees in UK
What Family Offices can do to Protect EU[...]
Adobe Acrobat document [30.3 KB]

Asian Millionaires 'Top Wealth Rankings'

Fri 24 Jun 2016 - Asian millionaires now control more wealth than those in North America, Europe and other regions, according to a report from finance firm Capgemini.Driven by China and Japan, Asia's millionaires saw their wealth jump by 10% in 2015, the firm's World Wealth Report found. Millionaires held nearly $60 trillion (£40 trillion) worldwide last year, four times higher than 30 years ago. That could rise to $100 trillion by 2025, Capgemini said. Asia's growth in high net worth individuals - defined as having $1 million in assets - came despite slowing economic growth in China and a weak Japanese economy. Capgemini found the growth in Asia was driven mainly by financial services, technology and health care industries. The region's millionaires held $17.4 trillion of wealth, compared with $16.6 trillion in North America, the report said. Europe's millionaires saw a 4.8% increase in wealth, which was led by Spain despite the country's record unemployment. The UK had the fifth highest number of high net worth individuals, although it only increased 1% to 553,000. Latin American millionaires suffered a decline in net worth of 3.7%, driven by political volatility and a turbulent stock market in Brazil. Worldwide, the wealth controlled by millionaires grew 4% last year to $58.7 trillion (£39.5 trillion). Earlier this year, Oxfam found that the richest 1% now have as much wealth as the rest of the world combined.

Source: BBC News


Engaged Philanthropy Toolkit

Wed 18 May 2016 - Hammer & Associates have released the first of their EngagedPhilanthropy™ series of toolkits created to assist families and their staff succeed in their philanthropic efforts. Laying the Groundwork: A Family Office Guide to Giving is a workbook that asks the questions – with space for answers – necessary for families to be more effective in their philanthropy. This series is a direct result of the 2015 report, Philanthropy in the Family Office: A Global Perspective. Download the workbook by clicking on the PDF below.

EngagedPhilanthropy Toolkit
EngagedPhilanthropy-Guide to Giving Tool[...]
Adobe Acrobat document [1.4 MB]

Tiger Recruitment: Private Household & PA Salary Levels

Wed 17 Feb 2016 - Tiger Recruitment have published their annual salary survey update which includes a guide on salary levels for Private Household and Family Office staff.

Click here to read the newsletter


Philanthropy in the Family Office: A Global Perspective

Fri 12 Jun 2015 - Global Family Office Community, in partnership with Hammer & Associates have jointly published the report, "Philanthropy in the Family Office: A Global Perspective".

The report, is the first global study to research philanthropy in family offices worldwide, and was initially launched at the Global Family Office Conference 2015.

The report will be of interest for family offices, philanthropic families, advisors and support organisations.

Download the full report by clicking here


Family Offices: People are your Greatest Asset

Thurs 16 Apr 2015 - Following the recent seminar in London, "Family Offices: People Are Your Greatest Asset", sponsored by the global family office and wealth management advisory and recruitment firm, Agreus, they have produced a video summarising the discussions that took place.

Click here to see the video


Successful Succession Planning Seminar Whitepaper

Thurs 18 Dec 2014 - A recent seminar Global Family Office Community held in London focused on the issue of Successful Succession Planning covering the topics of: "5 reasons why succession plans fail", "understanding the UK inheritance tax system", and "best laid plans under attack". The presentations delivered are summarised in a whitepaper which can be read in the Knowledge Centre.

Read the whitepaper


Rewards are High but so is the Commitment

Mon 1 Dec 2014 - Interesting article in the FT (Financial Times) on family office recruitment.

Read the full article


Richard Branson: Family Office Staff get Unlimited Holidays

Thurs 25 Sep 2014 - Richard Branson has announced that 170 of his personal staff both in the UK and USA can take holidays for as long as they like. Taking the idea from Netflix, as he explains in his personal blog, he will trial the policy at the parent company, and assuming it goes as well as expected, he will encourage all subsidiaries to follow suit.

Read Richard Branson's blog


New Survey Shows 62% of US Family Businesses Unlikely to Remain Family Owned

Thurs 22 May 2014 - The majority of owners believe their family-run business won't remain in the family into the next generation, according to survey results released by The Alternative Board (TAB). A recent article in Harvard Business Review found that nearly 70% of family owned businesses last just a single generation. As they point out, "the low survival rate has alarming consequences." With many family offices created upon the sale of the family firm, will there be an increase in the creation of family offices if the results are to believed?

In their survey of small businesses, TAB also revealed that less than a third of owners have a succession plan for their family business. Could this lack of foresight be the reason so many families lose control of their companies as leadership shifts?

Source: Family Office Review


Family Office Recruitment Report 2014 Published

Thurs 8 May 2014 - is pleased to publish the Family Office Recruitment Report 2014.

Our second annual global talent report for the family office sector addresses the key talent issues family offices face, the attraction of family offices for candidates, current trends, skill requirements, a look at salary levels, as well as best practices. The report includes the results of our family office survey.

The report will be of interest to family offices, candidates, and the private wealth space in general.

Click here to download the 39 page report for free


Video interviews Leaders in the Family Office space

Fri 8 Nov 2013 - Agreus, one of our recommended family office recruiters, have produced a video interviewing leaders in the family office space. The 3 videos, published on their website, provide an insight into the world of family offices. Their review has identified the critical aspects of family office recruitment, including the softer elements of the process that are often neglected, which often make the difference in making a successful hire and hence the successful running of a family office.

Click here to see the video


Let's Keep it in the Family

Thurs 21 Jun 2012 - Interesting interview around family offices with our Advisory Board member, John Elder, in the June / July 2012 issue of Chartered Banker Magazine. To read the full interview, please click on the PDF below.

Family Office.pdf
Adobe Acrobat document [354.9 KB]

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