The New York Family Office Newsletter: 4th Quarter 2013
In this special edition about investing in U.S. farmland:
- Despite some speed bumps ahead, the road is expected to be smoother in 2014
- Increased interest in U.S. farmland
- Economic factors behind farmland values
- Parcel-specific factors behind farmland values
- Extensive figures and data part
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International Family Office Forum: Presentation ”How Can International Families and Family Offices Gain Access to the U.S. Real Estate Market?” on November 5, 2013
On November 5, 2013 the Prestel & Partner International Family Office Forum was held in Zurich. Arne Volkers of The New York Family Office delivered a presentation titled “How Can International Families and Family Offices Gain Access to the U.S. Real Estate Market?” Mr. Volkers was invited to the Forum to speak given the increasing interest in direct investments in U.S. real estate and in particular co-investments with U.S. families and family offices.
Article ”Quo Vadis, Family Office?” in the PVM-Magazine: September 2013 Edition
Family Offices have been reinvigorated since the financial crisis. The journalist Annika Janssen identified four major trends which could have a lasting influence on family offices over the coming years. In conducting her research Ms. Janssen had conversations with five experts:
- Prof. Dr. Swen Oliver Baeuml, KPMG
- Prof. Dr. Carolin Decker, WHU Otto Beisheim School of Management
- Prof. Dr. Peter Schaubach, European Business School
- Jens Spudy, Spudy & Co. Family Office
- Arne Volkers, The New York Family Office
The New York Family Office Newsletter: 3rd Quarter 2013
In this issue:
- U.S. continues slow recovery but employment remains subpar
- Foreign direct investments: The U.S. overtakes China after 12 years
- Timberland
- Update regarding FATCA
- The New York Tax Group
- Extensive figures and data part
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FOSTER Family Office Forum “The Internationalization of Large Family Fortunes”: Panel on September 5, 2013
On September 5, 2013 the FOSTER Family Office Forum “Family Offices Go International – The Internationalization of Large Family Fortunes” was held in Frankfurt. The topic “Which Structure Requires an Internationally Positioned Fortune?” was discussed by a panel of five experts:
- Dr. Andreas Neumann, Commerzbank AG
- Ralf Denkmann, Denkmann Family Office GmbH & Co. KG
- Adalbert Freiherr von Uckermann, HQ Trust GmbH
- Marc Nasser Tavakolian, Société Générale
- Arne Volkers, The New York Family Office
The New York Family Office Newsletter: 2nd Quarter 2013
In this issue:
- U.S. private sector defies fiscal headwinds and higher taxes
- The geographic concentration of manufacturing across the U.S.
- How can investors indirectly participate in America’s oil and gas boom?
- Study of activist hedge funds
- Large foreign institutional funds and sovereign wealth funds are starting U.S. real estate investments
- American Prairie Foundation: Creation of a unique prairie and wildlife reserve larger than Yellowstone
- Astia: Funding, growth and leadership for women-led companies
- Extensive figures and data part
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The New York Family Office Newsletter: 1st Quarter 2013
In this issue:
- U.S. private sector has to absorb a combination of higher taxes and government spending cuts
- German firms bullish on 2013 U.S. market despite fiscal uncertainties in the U.S. and Eurozone crisis
- Are there signs that abundant late stage private equity funding changes IPO dynamics?
- Real estate co-investment with U.S. single family office
- Transformation of the retail real estate landscape
- U.S. widens offshore tax evasion probes
- Approach to protect tax revenue in the U.S.
- Extensive figures and data part
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FOSTER Event on the Study of “The Renaissance of the Family Offices”:
Panel on January 22, 2013
On January 22, 2013 the FOSTER event on the study of “The Renaissance of the Family Offices – Causes and Prospects” was held in Frankfurt. The study examined the purpose and the existing structures of family offices (single, multi and bank family offices). Following the presentation of the study, the findings were discussed with experts of four internationally oriented family offices:
- Andreas Pichler, Oppenheim Vermoegenstreuhand GmbH, Cologne
- Adalbert Freiherr von Uckermann, HQ Trust GmbH, Bad Homburg
- Dr. Juerg Kallay, Swissprivate AG, Zurich
- Arne Volkers, The New York Family Office, New York