Tom McCullough

Sep 24, 2024 | pwmnet.com | Ali Al-Enazi |Sergei Grechkin |Tom McCullough |Ali Alenazi

Research from Citi Private Bank shows family offices are starting to behave more like institutional investors, putting cash to work within a dedicated portfolio strategy. Family offices are becoming increasingly professionalised and global. And according to research from Citi Private Bank, it is the path of interest rates and organisation of effective succession planning that top their table of key concerns.

Sep 12, 2024 | pwmnet.com | Ali Al-Enazi |Sergei Grechkin |Tom McCullough |Alison Ebbage

Family offices seek portfolio diversification to manage risks, despite increased equity holdings. As wealthy families are increasingly concerned about geopolitics, inflation and potential recession, portfolio diversification is becoming essential. However, equities are still a key holding, with the tech giants dominating portfolios.

Sep 9, 2024 | pwmnet.com | Sergei Grechkin |Tom McCullough |Alison Ebbage |Julie Howard

Most family offices are not yet implementing effective risk management strategies, but the next generation is likely to have a different approach. In the evolving landscape of 2024, family offices (FOs), which manage the wealth of ultra-high net worth families, are increasingly focused on risk management to preserve generational wealth. Yet, there is a significant gap between interest and actual implementation.

Sep 4, 2024 | pwmnet.com | Tom McCullough |Alison Ebbage |Julie Howard |Ali Al-Enazi

Integrated advice is vital in today’s increasingly complex financial environment, with wealthy families increasingly asking for a unified approach that integrates the ever-expanding array of wealth management options into a coherent strategy. Complexity is growing for families of wealth, beyond the normal complications substantial wealth already brings.

Nov 8, 2023 | news.hamlethub.com | Tom McCullough

That portly gent from the North Pole will once again pay a visit to the Danbury Railway Museum and you can take a short ride in a vintage train through the historic railyard to visit him. This is a major fund-raising event for the museum and will take place on Saturdays and Sundays, December 2-3, 9-10, 16-17 and 23. The museum will be open each day from noon to 7:00 PM. Reservations are required for this very popular event as it sold out last year.