Updated Wednesday, May 22, 2013 as of 5:44 PM ET
“We could be 10 times the size we are today within five to seven years,” said Contango’s COO Julie Castle of the firm’s projected assets under management in a recent telephone interview.
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More in Family Offices
A rebranding of the businesses is likely, Benevides told Financial Planning, as he “actively works” to unify the UHNW group. “It makes sense,” he said. “We’re one team and we want to leverage the strength each unit brings to the table in a way that gives us greater depth in all categories.” more »
Governance and succession-planning will be the primary offerings of a new family office consulting firm being launched on Tuesday by Withers, the giant international law firm. more »
U.S. Bank wants to take the business of serving the ultra-wealthy to a higher, “experiential level.” more »
Multi-family offices and wealth advisors are registering solid revenue growth, according to a new report from Chicago-based Family Office Exchange. But they also face “operational challenges” going forward. more »
Single-family offices are investing directly because of declining fund returns and concerns that some outside managers charge high fees and may have conflicts of interest more »
The tax-exempt market posted a sixth consecutive trading session of gains on Tuesday as demand has outweighed supply in the muni market this week, and prices are following Treasuries higher. more »
Citi Private Bank hired Lisa Maurer as its new family office group director for the Northeast region. more »
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