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Insightful articles

How BARNES New York Expanded into New Markets with Family Office List

Posted in Case Studies

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...

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Helping Capital2Market Raise $25M for a Sustainable Investment

Posted in Case Studies

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...

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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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