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Spurred by continued wealth creation, globalization of businesses and investments and continued concentration of wealth, family offices have continued to proliferate worldwide. In 2017, Handler Thayer attorneys attended and conducted presentations at thirty tax, estate, family office and wealth management conferences in addition to conferences and lectures sponsored...

What do family offices do? Who has them? How are they regulated? What’s next for family offices?

Single-family offices (SFOs), the ultra-private organizations that help the world’s wealthiest families oversee their financial affairs, are often viewed as leading indicators for the broader HNW and UHNW markets. Reportedly more UHNW Investors are looking to make direct and alternative investments.

To give you a practical, real life example of what a family office is and why they matter, you need to look no further than Steve Jobs, the American founder of Apple Computer and Pixar, who created a “first generation family office” based on his genius, drive, and...

Single-Family Offices And The Ultra-Wealthy Are The Keys To Raising Capital For Smaller Hedge Funds. This Forbes article has great advice on capital raising opportunities.

When it comes to reaching out to a Family Office, you need the right materials to present your investment offering. While you need to nail your verbal pitch, having a clearly crafted email campaign can be used to attract the initial attention of Family Office Investors. This means...