Private Wealth Research & Insights

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.

Singapore-based family office, BMFA Group, invests $25 million

BMFA Group is investing $25 million in an absolute return fund run by CoAssets, a Singapore based fintech company.

Family Offices Continue to Drive Impact Investing Industry

Sara Ferrari, Head of Global Family Office at UBS, expressed,  "Family offices have delivered their strongest returns since we began measuring their performance five years ago."

Gary Hirschberg Leaves Goldman Sachs to Form Aaron Wealth Advisors

Gray Hirschberg who had worked at Goldman Sachs since 2006 has left to form his own multi family office. 

Chicago, IL-based Cresset Wealth Advisors jumped to over USD $3 Billion in AUM

The firm, in just over a year since its founding in July 2017, surpassed USD $3 Billion in assets thanks to several factors.

The family office space was once largely considered secretive and difficult to access, if not inaccessible. Though in recent years, a growing number of firms look to family offices for funding - thanks to its freedom from institutional mandates,...

Cambridge University CIO Set to Become CEO at London Multi-Family Office

Nick Cavalla will leave the university at EOY 2018 to assume his new role at Talisman Global Asset Management, a London, UK-based multi-family office.