Latest news with #FamilyOffice
Finextra
31-07-2025
- Business
- Finextra
How to invest like you're uber rich (even if you're not!): By Paul Quickenden
Let's be honest - 'Invest like the uber rich' sounds like classic headliner clickbait. But here's the thing… in a tokenised world, that headline is actually starting to hold up because the old barriers to high-value, long-horizon investing are crumbling fast and blockchain is the earthquake shaking the establishment's foundations. There's always been a bit of mystery around how the global elite build and then keep their wealth. According to recent research reported on by Newsroom, the pattern is actually quite simple, i.e. 'a distinctive focus on long-term thinking and alternative assets…' We're not talking about chasing IPOs or crypto hype cycles here. This is intergenerational capital thinking around assets that hold value over decades and ignoring short-term volatility in favour of upside over time. Traditionally, that's meant real estate, private equity and infrastructure - assets that are expensive to access and tough to liquidate. But all that's changing… Fig 1: Multiple sources are now saying that high net worth individuals are getting into alternative investments in a proportional, long term manner (source): Crypto fits the long-term, alternative mould Crypto might not seem like a traditional 'family office' asset, but it ticks both boxes rich families are drawn to. It's alternative and when viewed through a long-term lens - its reward profile gets interesting. Volatility is still a part of the crypto story, but we're seeing it flatten as the asset class matures - the highs aren't quite as high and the crashes are not quite as deep. What's more, as more infrastructure is built and more institutional capital enters, the swings are becoming less violent. That doesn't mean crypto is risk-free - nothing is - but it is becoming something far more compelling: an alternative investment class with global reach, deepening liquidity and strong long-term upside for those with patience and a defined strategy. In that sense, it's already mirroring the kind of thinking that the uber wealthy have leaned on for decades. Not just for rich listers Traditionally, the kinds of assets favoured by ultra-wealthy investors have been large, expensive and illiquid. Think commercial real estate, infrastructure projects, private equity and even fine art. These aren't investments you can casually buy into with a few thousand dollars and even when you could, they usually come with long lock-up periods and little flexibility to exit. Enter tokenisation and it's a genuine game changer… Tokenisation changes that by using blockchain technology to break these big-ticket assets into smaller, digital units - or fractionalising into 'tokens' - that can be bought and sold individually. It's a bit like owning shares in a company, but instead, you own a fractional slice of a building, a venture fund or any other real-world asset. The key difference is that these tokens exist on a blockchain ledger, meaning ownership is secure, transparent and (potentially) tradeable 24/7. This is a big deal, because traditionally these types of assets have been the exclusive domain of the rich and powerful. A case in point is a tokenised villa in Dubai which sold in under 5 minutes (see here). Tokenisation enables everyday investors to own a slice of a premium commercial property without needing millions upfront, waiting decades to cash out or going through the typical real estate grind. This is the future of investing, and it looks a lot more inclusive than the past. And it's not just real estate. BlackRock and Franklin Templeton have both tokenised Money Market Funds, Goldman Sachs has issued a 2 year digital bond, while it is common to tokenise gold and carbon credits. Fig 2: A deep dive into the benefits of tokenisation. Benefits Description Example Faster Transaction Settlement Tokenisation enables near-instant, 24/7 settlement instead of traditional 2 or more days Goldman Sachs issued a €100M digital bond with same-day settlement (T+0) using blockchain Increased Liquidity By fractionalising traditionally illiquid assets, tokenisation opens markets to more investors and enables easier trading. Tokenising private equity or bonds lets investors buy small shares, bringing in more liquidity and opening up market access Operational Efficiency & Cost Savings Embedded smart contracts enable automatic execution of payments, compliance, and other conditions, enabling new business models. Automating interest calculations in tokenised corporate bonds streamlines servicing and contracts for carbon credit tokens automate trading with transparent, enforceable rules Enhanced Security & Transparency Immutable blockchain ledgers provide auditable, tamper-proof ownership records; tokenisation also replaces sensitive data with secure tokens. JPMorgan's JPM Coin improves payment security and settlement transparency on a permissioned blockchain Democratisation of Access Lower minimum investments and seamless global participation bring asset classes traditionally reserved for elites to wider audiences. Fractional tokens allow smaller investors to access high-value assets like art, real estate, and private funds Global Reach & 24/7 Markets Tokenised assets can be traded cross-border, anytime, breaking time zones and geographic barriers inherent in traditional finance. Swiss Digital Exchange supports tokenised securities trading round-the-clock with global investor participation So - what now? Tokenisation is more than just a trend; it's a fundamental shift in financial infrastructure. By enabling fractional ownership and recording it on-chain, tokenised assets bring transparency and auditability to markets that were once closed off to all but the wealthiest. They also inject liquidity into asset classes that have traditionally been locked up for years. Together with blockchain rails and crypto-based value transfer, this technology is building a new model of wealth creation - one that doesn't care how big your starting balance is, only that you're ready to play the long game. Disclaimer: Investing in crypto carries risk. Always do your own research or seek professional advice. Terms and Conditions apply
Forbes
24-07-2025
- Business
- Forbes
Spotlight: The Role Of Family Office Investment Committees
Do you know what an Investment Committee is? The Agreus and KPMG Private Enterprise 2023 Global Family Office Compensation Benchmark Report reveals that more than 60% of family offices cited wealth preservation and long-term growth as the primary purpose of their operations. For families focused on long-term success, one critical yet often underestimated enabler is the Investment Committee (IC). While many family offices have historically relied on informal decision-making, growing portfolio complexity, evolving family dynamics, and rising expectations for transparency are elevating the importance of structured governance. This has propelled ICs to the forefront of governance. Despite their growing importance, many families lack clarity around what these committees should do, who should sit on them, and how they can be leveraged most effectively. This article explores the evolving role of Investment Committees in family offices, including their structure, core responsibilities, and the types of expertise required to make them effective. Drawing on our experience advising and recruiting for family offices worldwide, Agreus offers a practical view on how to create committees that combine technical acumen with cultural is a Family Office Investment Committee? An Investment Committee is a formal governance structure responsible for overseeing a family office's investment activities. Its purpose is to ensure that investment decisions align with the family's financial objectives, risk tolerance, and long-term vision. We have previously discussed the importance of an Investment Committee on Forbes. In contrast to informal or ad-hoc investment decision-making, which is often led solely by principals or close advisors, a structured committee provides a level of oversight, accountability, and strategic direction. Its primary roles include: By embedding these practices into a formal committee, family offices can better navigate today's increasingly complex investment Responsibilities A well-structured IC plays a critical role aligning day-to-day decisions with the family's strategic investment goals. Key responsibilities typically include: Ultimately, the IC acts as a bridge between the family's values and the operational execution of their investment strategy, providing discipline, continuity, and Should Sit on an Investment Committee? While the structure of an Investment Committee varies by family office size and complexity, successful committees share common characteristics in terms of composition and expertise: Typical size: Suggested Composition: While there is no one-size-fits-all answer, we believe that the ideal composition should include a blend of: Success depends not just on credentials, but on the ability of members to collaborate, challenge constructively, and maintain trust. As family offices mature, informal or personality-led investment processes become harder to sustain. The move toward formal Investment Committees is no longer simply a best practice, it is fast becoming a necessity. As outlined in our Family Office Maturity Model, professionalising governance ensures not only operational resilience but also strategic foresight. A high-functioning IC can transform investment decision-making from reactive to visionary, supporting both current returns and multigenerational legacy. Process of identifying the IC members While agreeing on the type of individual who takes a seat at the IC, we must not ignore how this person was appointed for the role. We are currently in the process of collecting data for our family office governance report and we have been analysing how IC members, their selection process and its impact on the overall effectiveness of the IC. We found that the effectiveness of ICs shoots up dramatically when they have undergone a professional search process to identify the best person for the role. Our findings were interesting and indicate that the vast majority of family offices rely heavily on existing relationships or close contacts when appointing IC members. While this approach may seem convenient, it often lacks the objectivity necessary for good decision-making. You may not always be appointing the best person for the job. In contrast, the few family offices that undertake a professional and structured search process to identify and recruit IC members tend to have the most effective ICs, highlighting the value of a more deliberate and merit-based approach to committee composition.
Fashion Value Chain
23-07-2025
- Business
- Fashion Value Chain
Eton Solutions Announces Strategic Partnership with Asas Capital to Launch ‘Family Office as a Service' in the Middle East
Eton Solutions will be the exclusive technology partner for Asas Capital's newly licensed Multi-Family Office in Saudi Arabia. Asas Capital will leverage Eton's Administrative Family Office (AFO) platform, powered by AtlasFive to deliver wealth management solutions for UHNWIs and HNW families across the Middle East. This partnership marks a significant milestone as Asas Capital aims to become the first player in the region to offer a comprehensive 'Family Office as a Service' model. Eton Solutions, a global leader in WealthTech solutions, today announced an exclusive partnership with Asas Capital, a prominent multi-family office with a strong presence in the UAE and newly licensed operations in Saudi Arabia. This collaboration will launch the Middle East's first 'Family Office as a Service' platform, combining Asas Capital's regional expertise with Eton's cutting-edge ERP technology to transform wealth management for ultra-high net worth (UHNW) and high net worth (HNW) families. Mr. Satyen Patel, Executive Chairman, Eton Solutions & Mr. Himanshu Khandelwal, CEO, Asas Capital Asas Capital, headquartered in the Dubai International Financial Centre (DIFC) and licensed by the Dubai Financial Services Authority (DFSA), brings over 15 years of investment advisory expertise in the Gulf Cooperation Council (GCC). With a strong track record in private equity, pre-IPO investments, asset management, and corporate advisory, Asas Capital is now leveraging its deep regional networks and market intelligence to pioneer a transformative 'Family Office as a Service' model in the Middle East. This offering aims to meet the evolving needs of Ultra and High Net Worth families by combining institutional-grade financial solutions with bespoke advisory services. Anchored in ethics, transparency, and stakeholder-first values, Asas Capital is set to redefine the family office landscape in Saudi Arabia-one of the world's fastest-growing private wealth markets. Their focus on late-stage, technology-enabled investments and commitment to innovation further strengthens their ability to offer integrated, high-performing wealth solutions across the region. The Middle East, home to some of the world's most dynamic UHNW markets, presents a significant opportunity for innovation in family office services. With this partnership, Eton Solutions reinforces its commitment to global expansion, adding Saudi Arabia to its roster of international markets like the UK, Switzerland, UAE, India, Singapore, Hong Kong, Indonesia, Taiwan, Australia and New Zealand. The company's AtlasFive platform currently manages over $1 trillion for 800 families worldwide, processing 14.2 million transactions annually. Satyen Patel, Executive Chairman of Eton Solutions, said, 'The Middle East represents a cornerstone of Eton's global strategy, and our alliance with Asas Capital accelerates our shared vision of family office innovation. With Eton, clients gain real time insights into portfolio performance, automated compliance, and scenario modeling-all while retaining absolute data security. Together, we're not just keeping pace with the region's growth; we're helping to define its future.' Commenting on the partnership, Himanshu Khandelwal, CEO, Asas Capital said, 'Eton's partnership with Asas sets a new gold standard for family office services in the Gulf. A disciplined governance model is essential for transitioning a family's legacy into a resilient and sustainable future. Asas, having its roots as a family office, brings deep insight into the unique needs of families looking to structure, consolidate, and manage generational wealth. By integrating Eton's globally trusted platform, we are now able to streamline family wealth with unprecedented precision and transparency, placing intelligent technology at the core of our client relationships. Together, we're not just managing wealth-we're engineering a smarter, more secure future for the Gulf's most accomplished families.' About Eton Solutions Eton Solutions is an ERP software and services company founded to handle the complexities of servicing family offices and private equity firms globally. The company is based in the United States, in Research Triangle Park, NC. with its international headquarters in Singapore focused on serving markets outside of the Americas. We offer two flagship products, AtlasFive and EtonAI™, that together manage $1 trillion on our integrated platform. Created by family office leaders, AtlasFive holistically aggregates and manages all liquid and alternative investment assets alongside data, reporting, and workflow processes, while EtonAI™ brings advanced AI driven insights and automation to every aspect of your operations. With a single source of truth, Eton Solutions propels family offices and PE firms into the future by maximizing efficiency, minimizing errors and risk, and have sustained a CAGR of over 100% since our inception. Visit:
Yahoo
23-07-2025
- Business
- Yahoo
Eton Solutions Announces Strategic Partnership with Asas Capital to Launch ‘Family Office as a Service' in the Middle East
Eton Solutions will be the exclusive technology partner for Asas Capital's newly licensed Multi-Family Office in Saudi Arabia. Asas Capital will leverage Eton's Administrative Family Office (AFO) platform, powered by AtlasFive® to deliver wealth management solutions for UHNWIs and HNW families across the Middle East. This partnership marks a significant milestone as Asas Capital aims to become the first player in the region to offer a comprehensive "Family Office as a Service" model. DUBAI, UAE, July 23, 2025--(BUSINESS WIRE)--Eton Solutions, a global leader in WealthTech solutions, today announced an exclusive partnership with Asas Capital, a prominent multi-family office with a strong presence in the UAE and newly licensed operations in Saudi Arabia. This collaboration will launch the Middle East's first "Family Office as a Service" platform, combining Asas Capital's regional expertise with Eton's cutting-edge ERP technology to transform wealth management for ultra-high net worth (UHNW) and high net worth (HNW) families. Asas Capital, headquartered in the Dubai International Financial Centre (DIFC) and licensed by the Dubai Financial Services Authority (DFSA), brings over 15 years of investment advisory expertise in the Gulf Cooperation Council (GCC). With a strong track record in private equity, pre-IPO investments, asset management, and corporate advisory, Asas Capital is now leveraging its deep regional networks and market intelligence to pioneer a transformative "Family Office as a Service" model in the Middle East. This offering aims to meet the evolving needs of Ultra and High Net Worth families by combining institutional-grade financial solutions with bespoke advisory services. Anchored in ethics, transparency, and stakeholder-first values, Asas Capital is set to redefine the family office landscape in Saudi Arabia—one of the world's fastest-growing private wealth markets. Their focus on late-stage, technology-enabled investments and commitment to innovation further strengthens their ability to offer integrated, high-performing wealth solutions across the region. The Middle East, home to some of the world's most dynamic UHNW markets, presents a significant opportunity for innovation in family office services. With this partnership, Eton Solutions reinforces its commitment to global expansion, adding Saudi Arabia to its roster of international markets like the UK, Switzerland, UAE, India, Singapore, Hong Kong, Indonesia, Taiwan, Australia and New Zealand. The company's AtlasFive® platform currently manages over $1 trillion for 800 families worldwide, processing 14.2 million transactions annually. Satyen Patel, Executive Chairman of Eton Solutions, said, "The Middle East represents a cornerstone of Eton's global strategy, and our alliance with Asas Capital accelerates our shared vision of family office innovation. With Eton, clients gain real time insights into portfolio performance, automated compliance, and scenario modeling—all while retaining absolute data security. Together, we're not just keeping pace with the region's growth; we're helping to define its future." Commenting on the partnership, Himanshu Khandelwal, CEO, Asas Capital said, "Eton's partnership with Asas sets a new gold standard for family office services in the Gulf. A disciplined governance model is essential for transitioning a family's legacy into a resilient and sustainable future. Asas, having its roots as a family office, brings deep insight into the unique needs of families looking to structure, consolidate, and manage generational wealth. By integrating Eton's globally trusted platform, we are now able to streamline family wealth with unprecedented precision and transparency, placing intelligent technology at the core of our client relationships. Together, we're not just managing wealth—we're engineering a smarter, more secure future for the Gulf's most accomplished families." About Eton Solutions: Eton Solutions is an ERP software and services company founded to handle the complexities of servicing family offices and private equity firms globally. The company is based in the United States, in Research Triangle Park, NC. with its international headquarters in Singapore focused on serving markets outside of the Americas. We offer two flagship products, AtlasFive® and EtonAI™, that together manage $1 trillion on our integrated platform. Created by family office leaders, AtlasFive® holistically aggregates and manages all liquid and alternative investment assets alongside data, reporting, and workflow processes, while EtonAI™ brings advanced AI driven insights and automation to every aspect of your operations. With a single source of truth, Eton Solutions propels family offices and PE firms into the future by maximizing efficiency, minimizing errors and risk, and have sustained a CAGR of over 100% since our inception. Visit: View source version on Contacts For all media queries, please contact:Ritika Kar | |+91 97113 06380 Mudit Gupta | | + 91 8383922178 Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
15-07-2025
- Business
- Yahoo
Oxford Finance's Real Estate and ABL Team Achieves Over $715 Million in New Loan Volume in First Half of 2025
ALEXANDRIA, Va., July 15, 2025--(BUSINESS WIRE)--Oxford Finance LLC ("Oxford"), a leading specialty finance firm, is pleased to announce its Healthcare Real Estate and Asset-Based Lending (ABL) team closed 10 transactions with new loan commitments of over $715 million during the first half of 2025. This achievement underscores Oxford's commitment to providing innovative and flexible financing solutions to the healthcare industry. The team's success in the first half of 2025 highlights its ability to adapt to market demands and provide comprehensive support to healthcare operators seeking growth opportunities. Select transactions completed in the first half of 2025 include: California Refinance and Acquisition: Oxford provided a $234.9MM term loan and a $22.0 million revolving line of credit to refinance four behavioral health facilities and finance the acquisition of 13 skilled nursing facilities consisting of over 1,800 beds for an established California-based operator. Behavioral Health Acquisition: Oxford provided a $143.5 million term loan and a $12.0 million revolving line of credit to finance the acquisition of ten behavioral health facilities consisting of 685 units located in six southern states for a healthcare-focused family office. Michigan Acquisition: Oxford provided a $52.5 million term loan to support the acquisition of five independent living facilities consisting of 631 beds for an experienced Midwestern operator. Washington Acquisition: Oxford provided a $79.3 million term loan and a $7.5 million revolving line of credit to finance the acquisition of five skilled nursing facilities and one assisted living facility consisting of 555 beds for a growing Washington-based operator. Iowa Acquisition: Oxford provided a $35.25 million term loan to finance the acquisition of nine skilled nursing facilities consisting of 500 licensed beds for a newly created real estate investment firm. Ohio Acquisition: Oxford provided a $53.2 million term loan and a $5.0 million revolving line of credit to finance the acquisition of three healthcare facilities consisting of 692 beds for a growing Midwestern operator. About Oxford Finance LLC Oxford Finance LLC is a specialty finance firm providing senior secured loans to public and private life sciences, healthcare services, healthtech, business services and SaaS companies worldwide. For over 20 years, Oxford has delivered flexible financing solutions to over 700 companies, allowing borrowers to maximize their equity by leveraging their assets. Since 2002, Oxford has originated more than $14 billion in loans. Oxford is headquartered in Alexandria, Virginia, with additional offices serving the greater San Diego, San Francisco, Boston and New York City metropolitan areas. For more information, visit View source version on Contacts Media Contacts Amanda SternOxford Finance LLC703-519-4900 Telmedia@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
