Choosing the right location for a family office has always mattered. For families establishing or reviewing the location of a family office, however, the decision should not be viewed solely through the lens of tax, regulation or personal residence. It also has direct implications for...
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We are proud to announce that Paul Avon has been featured among the top recruitment consultants in the 2022 #SpearsIndex, a @spearsmagazine annual listing that identifies the best Recruitment Consultants, Head Hunters & Executive Search Companies. Spear’s publishes annual rankings of the top private client...
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Covid-19 has upended the global status quo: whole tranches of industry are closed for business and Governments worldwide have allocated more than $15trillion to their budgets to stabilise economies. This will precipitate significant changes to society. The uncertainty is profound, and organisations will need to adapt. True House Partners has...
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UBS’s Global Family Office Report 2019 has now been released, featuring insights gathered from surveying of 360 single and multi family offices globally. Below, we’ve extracted three of the most pertinent points for family office executives (i.e. Chief of Staff, Chief Investment Officer, CEO, Chief Operating...
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The transfer of a family office from one generation to the next is evolving, driven in part by the increasing age of the generation-in-waiting, and in part by the gulf in investment priorities between family office principals and their children, with the younger generation showing...
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The world’s richest families, disillusioned with traditional wealth management, are taking matters into their own hands. Lucy Loewenberg reports on the rise of the family office. In medieval times, royals appointed a steward who was responsible for managing their wealth, domestic staff and household affairs. This...
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Back in 2013, I wrote an article for STEP (The Society of Trust and Estate Practitioners) on family office recruitment market conditions. Fast forward to 2018 and I'd like to take another look. It is one of the first questions that I am asked by clients...
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I came across thought provoking article: "Scrap the Job Interview" in "MoneyWeek" (18/11/16) recently - relevant for those recruiting in a family office context. I agree with some points - in particular assessing an individual on hard facts and demonstrable achievements rather than being overly influenced by a great interview style. However, for...
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Interesting article regarding family offices . Some well made points regarding the definition of a family office which seems to appear on any company's website vaguely related to wealth management these days. Even the term "family office" needs further clarification and there is a distinction between...
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