Private Wealth Research & Insights

Tricor Pacific Capital Evolves Into Family Office

Tricor Pacific Capital has evolved into a single-family office the invests its own capital inter-generationally in a portfolio of diversified food and industrial businesses, along with real estate...

The Global Family Office Report 2018

The 2018 Global Family Office Report has been released and offers excellent insight into the Family Office trends for the year.

10/24/2018

Why Alma Maters Matter When Targeting Family Offices For Investment

Brian Cuneo Joins the Firm as a Managing Director at the Rockefeller Global Family Office

Rockefeller Capital Management announced that the former Senior Vice President at Ayco Family Office would be joining the firm as the Managing Director at the...

Neteller has just announced that their users will now be able to buy, sell, and hold cryptocurrencies including BTC, BCH, ETH, ETC, and LTC. 

 Maitland Announced the Establishment of Maitland Family Office Office in South Africa

Maitland announced the establishment of Maitland Family Office, a multi-family office that serves the high net worth families, individuals and entrepreneurs in...

Capital Dynamics Acquires 50 Percent Equity Stake in Whiteside Hill Wind Farm

Yesterday Oct. 17th Capital Dynamics announced they had acquired 50 percent equity stake in Whiteside Hill Wind Farm. 

10/17/2018

Cresset Wealth Advisors Have Opened its Fifth Office in Seattle

Cresset Wealth Advisors have just opened its fifth office in Seattle, WA. Their other offices include Chicago, West Palm Beach, San Francisco, and Denver. 

Besyata Investment Group and The Scharf Group Acquired Brookfield Apartment Homes in Virginia Beach, VA

This Monday the two NY based single-family offices acquired the apartment homes in Virginia Beach, VA for $37.75 Million.

10/15/2018

Hong Kong-Based Cha Family Office Set to Acquire $118M Palo Alto Building

Cha Family continues to grow high-end real estate investment portfolio.