The single-family office is an organizational structure, which manages the financial and personal affairs of one exceptionally wealthy family. Because a single-family office is driven purely by the ...
[While the history of single family offices take us from the major domus of ancient Rome, to the major-domo of great households in the Middle Ages, to the “superintendent” of rich families from the ...
Home-office portfolios often outperform advisor-controlled ones, according to a Cerulli Associates report. Couple that with decreased compliance risk, and it’s likely the home-office model will become ...
Working at an asset management firm, a Fortune 100 bank and a wealth management firm before launching my registered investment advisor firm in 2008 gave me a front-row seat to the family office ...
A shift away from fully-in-office jobs continued over the last year, and the trend may well continue, based on research revealing that the large majority of recently formed companies are adopting ...
Over the last 20 years, the number of American investors with between $2 million and $20 million in investible assets has grown remarkably. According to Bloomberg (subscription required), the number ...
Many believe offices will become a thing of the past post-pandemic; however, CNBC reported that 90 percent of companies say they will return to the office by 2024 but will utilize a hybrid model. This ...
Companies across all sectors are starting to bring employees back into the office, after months of working remotely. Most are operating at a greatly reduced occupancy, as business leaders weigh the ...
Work-from-home, hoteling, flexible schedules are all part of the future. But leaders aren't interested in renting flexible space away from their main offices. The degree of attention that my ...
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Westwood signals shift to multifamily office model with $18.3B AUM while expanding ETF platform
Earnings Call Insights: Westwood Holdings Group, Inc. (WHG) Q2 2025 Brian O'Connor Casey, CEO, stated the company achieved several milestones this quarter, including being added to the Russell 2000 ...
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