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multi family office

Ed Lazar & Charlie Grace Jr: When one plus one equals more than two

March 8, 2010

What could possibly convince two well-established, independent and family-owned enterprises to take on the ordeal of combining two family offices into one?

FF&P confirms family member has left the business

March 1, 2010

Fleming Family & Partners, the UK-based multi family office of the Fleming family, confirmed today that fifth-generation Sandy Loder has left the company to start his own business.

Fleming Family & Partners, the UK-based multi family office of the Fleming family, confirmed today that fifth-generation Sandy Loder has left the company to start his own business.

The new firm, to be called AH Loder Advisers, will offer wealth management services including family governance, succession planning, next generation training, mentoring and investment management selection.

Redefining family office communication

October 26, 2009

Communication between family offices and the families they serve is essential at any time, but the need is currently greater than ever

The credit crunch has brought into sharp relief the importance of adequate communication between families and family offices. Where multifamily offices have lost investors' capital, good communication can be the difference between losing and retaining client trust. Meanwhile, the very existence of single family offices is being called into question if vast sums have been lost and communication is poor or lacking.