Premium
Premium content for our subscribers
Doing Disney family office’s real estate deals and why it’s time to buy bombed-out downtown offices
Veteran real estate financier John Carrick, backed by the late Roy E
The YA Global case will have widespread implications for family offices – here’s what you need to know
On November 15, 2023, the United States Tax Court held in YA Global v
Family offices behind effort to put life science, tech-driven research under one roof
Billionaires and their family offices, led by Steve Pagliuca and Michael Dell, want to boost the tech-driven…
Shake-up continues at Big Four’s family enterprise senior positions
A global family business leader of one of the big four professional service groups has left to join a…
Family-owned Stephens, family offices, and oil and gas deals
Family enterprise Stephens, based in Arkansas, sees family offices as a growing force in US oil and gas…
This week’s family/private investment office deals
Very much back to normal with deal flow this week - interesting deals include an electric aircraft backed…
Two European family dynasties invest in revolutionary aircraft maker
A Dutch and a French family dynasty have co-invested in a maker of electric aircraft with a back story…
Beware of the likes of BlackRock, Fidelity, Franklin Templeton pushing bitcoin ETFs
Boutiques can be fine, but family offices are wary of large asset managers who have a habit of pushing…
When a former member of a family office team goes rogue, suspect King Ludwig syndrome
Every family office's nightmare is an employee or former employee who goes rogue, potentially hurting…
AI-driven data will cut out underperforming venture funds, benefiting family offices
Family offices frustrated by a slump in returns over the last 18 months may be relieved to learn that…
The Supreme Court, unrealised income, and why wealthy families are getting nervous
The Supreme Court is preparing to pronounce on a case which will determine whether taxes are being unfairly…
From lithium futures to cannabis cocktails – inside Will McDonough’s family office
Will McDonough is the chairman and CEO of Corestone Capital, a family office he founded following the…