Family Office Exchange Fact Sheet | Press Office
| Date |
Article |
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| June 2, 2008 |
Fund Management: A Close-Knit Business
You Can Bank On
"US family office firms are sniffing around and deciding whether to expand overseas. Indeed, Sara
Hamilton, chief executive of the Family Office Exchange, a Chicago-based association of investors and
family offices, says one large family office in her organisation is deliberating on whether its next step is to
'have a branch in Europe'...."
Financial Times, June 2008
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| June 1, 2008 |
Business: A Family Office to Manage Wealth
"As greater wealth has accumulated in the United States during the past few
decades, there has been a dramatic increase in the creation of family offices.
Family Office Exchange, a family office specialist company in Chicago,
estimates that there are as many as 3,000 family offices in the United States
and the numbers are growing..."
New Straits Times Online, June 2008
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| February 1, 2008 |
In The Family
John Benevides, president of the Family Office Exchange (FOX), tells us what’s going on at the high end of the integrated retail advisory business — and why some advisors find these huge accounts are more trouble than they’re worth.
Research Magazine, February 2008
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| October 11, 2007 |
Where the Rich Bank Their Money
"30% of the work done managing a family's wealth is devoted to accounting, filing taxes and keeping records in compliance", according to Sara Hamilton, founder and chief executive of Family Office Exchange, a resource network based in Chicago ...
Investment News, New York, NY
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| July 9, 2007 |
Multifamily offices rethink their pricing
"We're seeing a lot more experimenting with pricing structures," said John Benevides, president of the Chicago-based Family Office Exchange, a leading ...
Investment News, New York, NY
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| July 8, 2007 |
Help is at Hand
The reasons for this move are varied, according to Family Office Exchange, an independent adviser to ultra-high-net-worth families. Long established single-family offices may believe the best way to attract high quality talent is to increase the assets under management. The office may have "outgrown" its original family, which then turns over ownership to the management (but may remain a client of the organisation). Or a group of financial professionals may establish an independent family office that serves many families from the outset.
FT.com, Claire Gascoigne, London, UK
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| June 18, 2007 |
"Soft" services galvanizing family offices
The Family Office Exchange plans to address the scale issue in a study set to be released next month on sustainability in the family wealth advisory ...
InvestmentNews.com, Charles Batchelor , New York, NY
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| June 8, 2007 |
Case highlights family office risk
The saga also highlights a little discussed but unavoidable fact in the arena of wealth management: Many family offices are vulnerable to fraud, especially by trusted insiders. "It's a fear that every wealth owner has," said John Benevides, president of Family Office Exchange LLC, a Chicago company that advises more than one-tenth of the estimated 3,500 family offices in North America.
Boston Business Journal, Craig M. Douglas & Todd Wallack, Boston, MA
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Ruth Easterling
Managing Director, Member Services
reasterling@familyoffice.com
312-327-1215
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