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Family Offices Invest in Healthcare and Medical Development

Among other non-traditional investments, the family office sector is displaying a keen interest in the healthcare and life science space. The foundation of these investments lies in the need for diversification, which is being addressed through higher connectivity and increased accessibility. Compounding this advantage is the philanthropic nature of the investment. Dallas-based Green Park & Golf Ventures, a family office with a concentration on health and medical sectors has raised a portion of its...

Independent Brokers Switching to Registered Investment Advisors

The Independent Broker Deal (IBD) is slowly but surely turning into a thing of the past. With the changing demands of regulatory requirements and increasing business costs, key IBD players are evolving into the hybrid version – RIAs. The fee-based model is consistently diminishing in popularity due to the lack of scalability required for compliance, the insufficiency of the established infrastructure required to support larger entities and the rising tax implications. IBD business owners are now adopting a long ter...

A Real Asset Ownership Marketplace for Family Offices

A Real Asset Ownership Marketplace for Family Offices

November 13-20. 2017
In an interview led by Sumehr Sondhi of PrivateWealthIntelligence, Chad Brownstein, CEO, Rocky Mountain Resources (who Bloomberg television called the “Shale Pioneer” for his findings in the Niobrara Shale), talks about the advantages for family offices in real asset ownership and investing in natural resources.

Investing and Mentoring Start-ups and SMEs in Myanmar

Investing and Mentoring Start-ups and SMEs in Myanmar

November 13-20. 2017
Family fund serial investor Jerry Chan, founder of Yangon-based May Kha Ventures in discussion with PrivateWealthIntelligence on his interest in scalable start-ups and SMEs in Myanmar.

Cryptocurrencies to Disrupt Traditional Banking Systems

Cryptocurrencies to Disrupt Traditional Banking Systems

November 13-20. 2017
Mr. Saransh Sharma, CEO, Mirach Capital Group, in conversation with PrivateWealthIntelligence, discusses the mindset behind the recent launch of Mirach Capital’s USD $200 million dollar crypto-fund.

Shunwei Capital Leads Rounds in Indian and Domestic Start-ups

Founded in 2011 by Lei Jun, also the founder of Chinese smartphone maker Xiaomi, the Shunwei Fund is a venture capital firm that focuses on investments in start-ups across multiple industries in China and India, managing $1.7 billion over five funds. The interest areas of this fund revolve around companies that disrupt traditional modes of business via breakthrough technologies. Early this year, Shunwei made its debut investment in India of $2 million in a gaming start-up called Mech Mocha. It was ...

Family Offices Tap into the Cryptocurrency Boom

A form of digital currency, cryptocurrency is designed using cryptography to secure transactions and generally work as virtual money. Bitcoin is currently the leading form of cryptocurrency with investors flocking in for a piece of the pie. The popularity of cryptocurrency has not remained unnoticed by Family Offices, owing to the sheer nature of the investment. The ongoing innovation in this space and the relative newness of this commodity asset class has piqued the curiosity of UHNWIs, who are co...

Family Offices Still Patriotic with Investments

Even while direct investments seem to be booming among family offices, with special staff being hired to evaluate profitable sources among this asset class, the traditional domestic equities market remains stable and popular. According the 2017 FOX Global Investment Survey, domestic equities returns came just under natural resources at a 13% return rate, which stood much higher to direct investments that provide 8% returns. Even with the liability of higher taxes, however, domestic investments are...

Indian Family Offices Eye Investments across Borders

Single and multi-family offices are increasingly partaking of the many benefits that lie in offshore investing. More often than not, they are viewed as relatively less volatile and hassle-free due to the tax advantages. Family offices take advantage of the ease of legally mitigating tax issues for UHNWIs, along with providing a high level of privacy to their customers. The rising taxes in India have enhanced the attractiveness of this investment option among the Indian family offices and their subsequent UHNWIs....

Credit Insurance on Direct Lending

Credit Insurance on Direct Lending

Oct 23 – 27. 2017
In an interview with PrivateWealthIntelligence, Mr. Cole Reifler, President of Forefront Capital Advisors, LLC talks about the increasing popularity of credit insured direct lending and sheds light on the value adds of the EB -5 offering at Forefront Capital.

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