Family Office News
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Stay up to date with the latest global news and developments in family offices.
News from Simple
Read our summaries of the latest news impacting family offices.August Newsletter: Designing the AI-native family office
Our August note from the road: Steffen Bilde joins Simple as Chief Product & Technology Officer, reflections from a LATAM family office proj...
Open source crosses the frontier (and yes, we called it)
The open-weight moment finally arrives: Kimi's K3 shifts the frontier on cost and capability, an open model contains a frontier model's atta...
The new Simple, and a breakfast in Berlin
A new andsimple.co, a breakfast for 47 family offices above the Tiffany's store in Berlin (no, not in it), and two new papers on Trusted AI ...
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Subscribe on SubstackSimple Signals No. 63
Reporting still manual (no surprise there), managers building dedicated FO coverage, and agents might soon need their own security badges.
27 Sept 2026Simple Signals No. 62
A seven-person office in Dubai, agents that hide from evaluators, and a blurry JPEG of the web. Guilherme Almeida / Unsplash
Industry News
Showing 20 of 95 items
North American family offices shift from caution to optimism, report finds
Family offices in North America are raising their expectations as they navigate the Great Wealth Transfer alongside rapid new wealth creation and technology transformation.
Why family offices are holding steady in the face of market risks
According to Citi Wealth’s 2026 Global Family Office Report, 41 per cent said they made no investment strategy adjustments in response to geopolitical developments in the Middle Ea...
Half of family offices lack a complete succession plan: report
Nearly a third worry that retirement will take key family leaders and staff out the door
North American Family Offices Shift From Caution To Optimism Amid Great Wealth Transfer
North American family offices are raising their expectations after a strong year, even as they navigate the Great Wealth Transfer unfolding alongside rapid new wealth creation and ...
2026 RBC and Campden Wealth Report: North American family offices shift from caution to optimism amid Great Wealth Transfer, AI acceleration
Newswire.ca Press Release.
2026 RBC and Campden Wealth Report: North American family offices shift from caution to optimism amid Great Wealth Transfer, AI acceleration
Detailed price information for Royal Bank of Canada (RY-N) from The Globe and Mail including charting and trades.
Report: North American Family Offices Optimistic About AI, Private Equity
But RBC And Campden Wealth Report Says Cybersecurity And Data Breaches Have Become The Top Near-Term Operational Concern For Family Offices
2026 RBC and Campden Wealth Report: North American family offices shift from caution to optimism amid Great Wealth Transfer, AI acceleration
Family offices raise expectations in a pivotal year dominated by trends of generational wealth transfer, new wealth creation and technology transformation Key findi...
2026 RBC and Campden Wealth Report: North American family offices shift from caution to optimism amid Great Wealth Transfer, AI acceleration
Detailed price information for Royal Bank of Canada (RY-T) from The Globe and Mail including charting and trades.
2026 RBC and Campden Wealth Report: North American family offices shift from caution to optimism amid Great Wealth Transfer, AI acceleration
North American family offices are raising their expectations after a strong year, even as they navigate the Great Wealth Transfer unfolding alongside rapid new wealth creation and ...
2026 RBC and Campden Wealth Report: North American family offices shift from caution to optimism amid Great Wealth Transfer, AI acceleration
Family offices raise expectations in a pivotal year dominated by trends of generational wealth transfer, new wealth creation and technology transformation Key...
From caution to confidence: How family offices are reshaping their strategies in 2026
Strong 2025 returns and easing wealth-transfer pressures give family offices renewed confidence for the years ahead.
From caution to confidence: How family offices are reshaping their strategies in 2026
Strong 2025 returns and easing wealth-transfer pressures give family offices renewed confidence for the years ahead.
Latin American Wealth International Diversification
Latin American wealth international diversification is a growing trend High-net-worth individuals expand investment horizons beyond borders
Family Offices Fear Inflation but Stay Risk-On
63% cite inflation as top worry, yet family offices increased public equities and private equity and plan more real estate, keeping a risk-on stance.
Family offices double down on stocks and private equity even as inflation spurs worry, Citi survey finds
Inflation displaced tariffs as family offices' top investment concern in 2026, per a new Citi Wealth survey.
APAC family offices lag global peers in sustainable investments
That puts the region behind the broader global trend.
Some family offices eyeing Chinese investments as US-China tensions ease: report
European, Middle Eastern and African family offices are increasing their exposure to China as they diversify their portfolios, report finds.
HSBC, Citi unveil new high-life and luxury offerings for affluent clients, family offices
Wall Street banks expand wealth services as ultra-high-net-worth client demands extend further above and beyond investment management.
Family Offices: From Wealth Preservation to Strategic Capital
Family offices are key capital partners offering flexible funding and strategic value for middle-market Latin American firms, writes Alessio Mazzanti.
