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BARNES New York tapped into the products and services offered by Family Office List, targeting high-end clientele interested in luxury real estate. While BARNES was well-established in France, Switzerland and other European markets, opportunities in new markets were needed to continue the growth of the business and its...

Capital2Market is a private technology investment company founded by Keith Bliss that connects tech start-ups with private capital in a streamlined, efficient way. Bliss was looking to raise $25 million for one of his clients, World Tree, a sustainable Empress Splendor planting and harvesting company primarily based in...

Younger generations of family offices are looking to use their money for more good in the world. Also known as impact investing, this new generation of wealth is functioning differently than their parents and even grandparents before them: They’re more mindful about how their investments impact the environment,...

The following should be of particular interest to banks: 1. Changing Investment Strategies2. Strategic Priorities Are Evolving3. Innovation Is Being Embraced It’s time to get on board because the most prominent Single Family Offices have become serious players in the investment arena, capable of competing with global banks...

In December, a half-dozen of some of the richest families in the U.S., from agriculture to beverages, gathered in a conference room on the 10th floor of an office building in Miami. This was not some cabal to rule the world. Instead, for an hour over coffee and...

When it comes to nailing a pitch with a Family Office, you have to be both confident and calm. It may feel like you need to be perfect, but progress is a more achievable goal. You’ll want to have the entire interaction feel natural, plus allow the Family...