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Scooped by
Enzo Calamo
Today, 9:40 PM
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Warren Buffett may be selling stocks because he expects a slump, Wedbush's top strategist said. Paul Dietrich said Buffett has a track record of doing that before a bear market or recession. Buffett could buy back Apple and other stocks if prices plunge, Dietrich told BI.
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Scooped by
Enzo Calamo
Today, 7:58 PM
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Many high-net-worth families experience financial stress because of a lack of immediate access to their assets. Liquidity planning aims to bridge the gap between long-term goals and short-term needs and avoid financial pitfalls.
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Scooped by
Enzo Calamo
Today, 7:57 PM
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The shift follows the UK government’s decision to scrap its preferential tax regime for non-domiciled taxpayers and raise capital gains tax, measures that have triggered a mass departure of high-net-worth individuals.
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Scooped by
Enzo Calamo
Today, 7:54 PM
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Leading voices from the Tatler Address Book share the pitfalls to avoid
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Scooped by
Enzo Calamo
Today, 7:54 PM
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A trio of bankers trying to set up a bank exclusively for the super-rich aims to have signed up 2,000 of the world’s wealthiest people as clients within five years and is also tapping them for start-up capital. Bankers led by Anthony Thomson, the co-founder of Metro Bank, revealed the ambitious target alongside the goal of a $10 billion balance sheet by 2030 in a new fundraising document sent to potential investors last week. It also revealed that the venture, Family Offices Bank (FOB), has
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Scooped by
Enzo Calamo
Today, 7:53 PM
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The number of family offices with allocations to private markets has surged by 524% since 2016, rising from 651 to 4,067, per Preqin data. CNBC's Robert Frank joins 'Squawk on the Street' to discuss.
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Scooped by
Enzo Calamo
Today, 7:52 PM
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More and more family offices are looking for alternatives to stocks when it comes to putting money to work. CNBC's Robert Frank joins 'Squawk Box' with the details.
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Scooped by
Enzo Calamo
Today, 7:50 PM
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The longtime couple met in 2006 and married in 2009.
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Scooped by
Enzo Calamo
Today, 7:48 PM
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As Gen Z questions the value of a degree, Epic CEO Judy Faulkner says she has never been a fan of MBAs—and built a billion-dollar business without one.
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Scooped by
Enzo Calamo
Today, 7:48 PM
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Private investment firms of Leon Cooperman and other finance billionaires disclosed surprising stock moves.
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Scooped by
Enzo Calamo
Today, 7:47 PM
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OpenAI’s Sam Altman didn’t build his fortune off his modest CEO salary. The tech titan worth $1.9 billion instead made critical early investments in Uber, Airbnb, and Reddit that yielded hundreds of millions of dollars.
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Scooped by
Enzo Calamo
Today, 7:46 PM
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The latest funding round was led by Fidelity Management & Research and funds linked to J.P. Morgan Asset Management.
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Scooped by
Enzo Calamo
Today, 7:45 PM
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Welcome to the end of the week, it’s Paul-Alain Hunt from the Melbourne bureau. The ASX is set for a sluggish open after closing at an all-time high yesterday, but first here’s the headlines you need to start your day. Today’s must-reads:
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Scooped by
Enzo Calamo
Today, 7:44 PM
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Steve Jobs’ $10 million bet on Pixar turned him into a billionaire, long before the introduction of the iPhone.
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Scooped by
Enzo Calamo
Today, 5:53 PM
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Succession planning is the key to operational and business success for family offices. Helping clients bass th
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Scooped by
Enzo Calamo
Today, 2:01 PM
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Scooped by
Enzo Calamo
Today, 1:38 PM
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A recent survey by Patriotic Millionaires UK shows that a majority of millionaires in G20 countries supports a 2-percent tax on wealth. When asked if any…
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Scooped by
Enzo Calamo
Today, 1:34 AM
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Scooped by
Enzo Calamo
Today, 12:49 AM
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Scooped by
Enzo Calamo
August 20, 10:54 AM
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This is the first in a series of articles by PBY Capital that examines the multi-family office landscape. Story continues below Canada’s wealth management industry is changing rapidly…
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Scooped by
Enzo Calamo
August 20, 10:52 AM
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At the risk of opening a can of worms, we found advisors who support some kind of Canadian regulation of family offices
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Scooped by
Enzo Calamo
August 20, 10:49 AM
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A family office is a private entity that manages family wealth, investments, charitable giving, tax and estate planning, business and insurance oversight, etc.
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Scooped by
Enzo Calamo
August 19, 2:53 PM
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Millionaires eye English-speaking countries and favourable tax rates amid fears of fresh Reeves raid
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Scooped by
Enzo Calamo
August 19, 2:45 PM
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Billionaires Mark Zuckerberg and Priscilla Chan built the charitable behemoth in their image: science-based, research-backed, and driven by empathy. Now some staff question whether that’s changed.
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Scooped by
Enzo Calamo
August 19, 2:34 PM
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The Netflix docuseries 'America's Team: The Gambler and His Cowboys' shows how Jerry Jones made the team a behemoth in sports.
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Curated by Enzo Calamo
Enzo is the CEO of Lugen Family Office, CEO of Medici Family Office, a best selling author, and a social entrepreneur. Enzo is the most trusted Consigliere to several UHNW families and a sought after speaker.
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