Greenberg Traurig and Ernst & Young LLP
“The seminar also featured a panel discussion on “Direct Investing 2017: Trends and Market Update,” that was moderated by Greenberg Traurig Shareholder Bruce C. Rosetto, with Shareholder Stanley G. Jacobs serving on the panel that also included Samy E. Dwek of J.P. Morgan Private Bank, Peter J. Sheptak of J. M. Family Enterprises, Inc., Ned Bannon of SouthOcean Capital Partners and Patrick George of Halstatt, LLC.”
The STEP Handbook for Advisers
“Samy Dwek speaks about his experience and observations facing Family Offices in their life cycle. The key is to understand their specific needs, family dynamics, the family office itself and the need to maintain flexibility.”
ivy Family Office Network
Spoke on a panel in Palm Beach on the 2014 Outlook for Family Offices.
Private Banker International
“J.P. Morgan has announced the launch of the JP Morgan Family Offices Solutions Team in Europe, Middle East and Africa, to provide customized services to family offices in the region. Samy Dwek will lead the group, which will focus on single family offices with a net worth of over $500m.”
“Given the increasing complexities and sophistication of single family offices, we have established a dedicated team who will focus on offering to this segment a range of customized services including tailored investment strategies, wealth planning, advice on family governance, philanthropic initiatives, and succession planning throughout the family office life cycle,” said Samy Dwek, who leads the J.P. Morgan Family Office Solutions team. The J.P. Morgan Family Office Solutions team will provide single family offices access to an ongoing stream of investment themes and ideas, the team will also provide family offices a number of exclusive events that allow them to expand their networks and engage in conversations with influential leaders and experts from around the globe.
Samy Dwek, head of the J.P. Morgan family office solutions EMEA team commented on the findings of the survey: “Serving family offices is about sharing best practices, and this survey focusses on just that. The information compiled in the survey enables global family offices to share what is top of mind with their peers, and more importantly, gives guidance to those looking to set up a new family office.”
Cash & Trade
Samy Dwek, Head of the J.P. Morgan Family Office Solutions EMEA team commented on the findings of the survey: “Serving family offices is about sharing best practices, and this survey focuses on just that. The information compiled in the survey enables global family offices to share what is top of mind with their peers, and more importantly, gives guidance to those looking to set up a new family office.”
Mentre per Samy Dwek, head of the J.P. Morgan Family Office Solutions EMEA team: “Le informazioni raccolte dall’indagine consentono ai family office internazionali di condividere le priorità con gli altri e, soprattutto, forniscono una guida per coloro che desiderano aprire un nuovo family office.”
“Aiutare i family office significa anche permettere loro di condividere le best practice e questa indagine mira proprio a ciò”, ha commentato Samy Dwek, a capo della divisione family office solutions di Jp Morgan per l’area Emea. “Le informazioni raccolte consentono ai family office internazionali di condividere le priorità con gli altri e, soprattutto, forniscono una guida per coloro che desiderano aprire un nuovo ufficio.”
Samy Dwek, head of JPMorgan’s Family Office Solutions in Europe, the Middle East and Africa, says his experience of talking to families about single family offices in emerging markets tends to be very focused on structuring, who the family business should hire, what their peers are doing, and then finally how they should manage their financial assets. “For those in the first generation [of wealth] this is a simpler task as they are the sole decision makers, but in countries such as Mexico and Brazil where some of the wealth is in the second and third generations there is a need to look to experts in family constitutions, family and corporate governance and succession planning,” he says.
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