Insightful articles

Why Family Offices Make Good Investors

Posted in Press

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,...

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Family Offices are a Powerful Sector in the World of Business

Posted in Press

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...

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Wealthy Families Have $4 Trillion Up for Grabs

Posted in Press

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...

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Key steps to attracting a Family Office

Posted in Press

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...

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How to Overcome Objections from a Family Office

Posted in Press

Today’s family offices are looking to invest in opportunities they believe in. This is happening more often than with previous generations of wealthy families who focused more on the profitability of their investments. Some modern family offices are using a different set of criteria than their parents and...

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How Family Offices Invest

Posted in Guides

Bill Gates’ and Prince al-Waleed’s investment in the Four Seasons brings to light the amount of wealth and investment capital held by family offices globally and their approach to investing. Over $4 trillion is managed by this distinct set of entities set up to manage the assets of...

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Investing in Startups

Posted in Press

Family offices are seeking direct investment opportunities that offer better returns than the public market and, therefore, investing in startup companies through longer-term private equity deals.

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2018 Family Office Outlook

Posted in Press

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...

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