Family Office News
Stay up to date with the latest global news and developments in family offices. We track key trends, insights, and updates from family offices around the world, providing timely information on investments, leadership changes, and financial strategies shaping the industry.
C-suite shakeup at $71B Cresset as firm continues expansion
The Chicago-based RIA and multi-family office promoted industry veterans, including one of its founding partners, as its new investment and...
Marco Antonio Soriano to Present at Freedom Capital Markets Summer Family Office Summit in Montauk, NY
The transformative impact of Soriano Motori’s electric vehicles and Soriano Fashion’s sustainable, made-in-Italy collections on the global luxury landscape. Soriano,...
Cherry Creek Family Offices Expands Leadership Team, Naming Jason Perlioni, Former CIO of Johns Hopkins University, Senior Partner and Chair of Investment Committee
Perlioni to work closely with Cherry Creek Family Offices CIO Corey McKiernan and the firm's investment management professionals. Move follows...
Top Indian Family Offices Backing Startups: Key Investors & Trends 2025
Indian family offices may have contributed over $9B to startup funding last year—35–40% of total VC inflows. This marks a...
Former Johns Hopkins CIO Joins Colorado Family Office
Jason Perlioni will lead the investment committee at the $3 billion Cherry Creek Family Offices.
Perlioni picked as senior partner as $3B multi-family office expands its UHNW expertise
Denver based firm has been bolstering its senior leadership team in recent months.
$26.2bn Summit Trail adds CFO, leans into family office services
Summit Trail managing partner Jack Petersen sat down with Citywire to discuss a recent executive hire and his plans to...
Brevan Howard Taps Thiel Family Office Alum for Crypto Push
Brevan Howard Asset Management is tapping David Kalk, an alum of Peter Thiel’s family office, as a portfolio manager for...
Family offices face next-gen challenges, information overload: VCCircle summit panelists
While the structure of family offices in India is still evolving, their managers face several challenges such as complex...
Victor Smorgon Group’s next play as gold bet pays off
The Victor Smorgon Group’s gold fund returned 54.2 per cent last financial year. Here’s what executive chairman Peter Edwards sees...
Diversification with Purpose: Why Women Investors Are Rethinking Their Wealth Strategies
As women continue to expand their presence in the workforce, launch businesses, and take the lead in financial decision-making, the...
Family office philanthropy: How to decide between a DAF and a private foundation
How should a family office give? Weighing donor-advised funds vs. private foundations.
Spotlight: The Role Of Family Office Investment Committees
The Investment Committee sits at the centre of the evolution of a Family Office.
Family office deal-making has fallen this year as investors wait for clarity
While AI and overseas companies still hold appeal, investment firms of the ultra wealthy are largely holding back.
Carnegie says super funds and family offices can now pile into crypto
A new deal between veteran investor Mark Carnegie’s firm and a US cryptocurrency bank is aimed at letting nervous institutional...
NH Investment & Securities hits 200 family offices and plans to triple registration threshold
NH Investment & Securities celebrates 200 family registrations, enhancing premium services and offerings.
SEI Investments’ Profits Jump On Family Office Business Sale
A major divestment lifted earnings, but underlying growth and future investments keep analysts optimistic about SEI’s outlook.
SEI Investments Cashes In On Family Office Sale And Grows Earnings
A major asset sale helped lift SEI's earnings and margins, while investors looked past missed revenue forecasts to focus on...
From manual to the cloud: How Sage Intacct transformed key family office processes
RSM elevated a family office client’s accounting and reporting processes with a comprehensive, cloud-based Intacct ERP system. Learn more.
Eton Solutions kündigt strategische Partnerschaft mit Asas Capital an, um „Family Office as a Service“ im Nahen Osten einzuführen
DUBAI, VAE--(BUSINESS WIRE)--Jul 23, 2025--
India family office reassesses global exposure amid shifting world order | Fixed Income
Dinesh Hinduja Family Office’s Jai Rupani highlights geopolitical risk, AI acceleration and relevance-led manager access as critical forces shaping long-term...
Eton Solutions Announces Strategic Partnership with Asas Capital to Launch ‘Family Office as a Service’ in the Middle East
DUBAI, UAE--(BUSINESS WIRE)--Jul 23, 2025--
Cyber And Physical Risks: A Guide For Family Office Managers
Here is another of the conversations that featured in this news service's recent forum about cybersecurity and other security risks.
Masttro And Arch Partner To Raise UHNW, Family Office Game
Wealth tech firm Masttro has joined forces with private markets specialist Arch to enhance the way ultra-high net worth families...
How to differentiate your family office from the pack
How to differentiate your family office from the pack
Zara Billionaire Ortega Buys Stake in PD Ports From Brookfield
Inditex SA founder Amancio Ortega’s family office agreed to buy a 49% stake in the UK’s PD Ports from Brookfield...
What does running a multi-family office model actually entail?
Thane Stenner defines the increasingly popular term in wealth management, explains what the work entails, and offers insight into how...
Family office Green Capital bets big on Southeast Asia and India
The India-based family office is less bullish on the US, Japan and China due to economic and market headwinds.
Welcome to Mr. Bieber’s Family Office
Music industry news, rumors, and innuendo.
KGI opens first Hong Kong bank branch, eyes wealth business and family offices
Private banking and private wealth management assets in Hong Kong jumped 15 per cent in 2024 to HK$10.4 trillion.
Eton Solutions Secures USD 58M Series C to Bring AI-Driven Wealth Management Technology to the World’s Leading Family Offices, PEs, and Funds
Eton Solutions, the wealth management platform that the world’s wealthiest single and multi-family offices rely on to manage over $1...
Eton Solutions Secures USD 58M Series C to Bring AI-Driven Wealth Management Technology to the World’s Leading Family Offices, PEs and Funds
Navis Capital Partners leads round to accelerate AI innovation and global expansion of solution that 800 families use to manage...
A Closer Look at Talent Agency CAA’s New Family Office Service
Creative Artists Agency has quietly launched a family office service tailored for its high-profile clients.
Tampa’s Liberty Group exits hotel business after 45 years, shifts focus to family office investments
After more than four decades in the hospitality industry, Liberty Group has sold its last remaining hotels.
Business News | Eton Solutions Secures USD 58M Series C to Bring AI-Driven Wealth Management Technology to the World’s Leading Family Offices, PEs and Funds
Get latest articles and stories on Business at LatestLY. North Carolina [US], July 21: Eton Solutions, the wealth management platform...
Sebi’s AMC-family office plan sparks concerns over regulation and parity
Sebi's proposal to let AMCs manage family office funds sparks debate on regulation
Kaida BioPharma Chairman and Founding Investor, Craig Pierson, to Present at Opal Group’s Family Office & Private Wealth Management Forum 2025
FORT LAUDERDALE, FL, July 21, 2025 (GLOBE NEWSWIRE) -- Kaida BioPharma (“Kaida” or the “Company”), an early-stage pharma company dedicated...
Shareholders of Chinese firms eye Hong Kong for family offices: asset manager
Chairman of Oakwise Capital says wealthy mainland Chinese will continue looking to Hong Kong as a home for their family...
OneAscent Family Office LLC Buys 3,059 Shares of PepsiCo, Inc. (NASDAQ:PEP)
OneAscent Family Office LLC boosted its stake in shares of PepsiCo, Inc. (NASDAQ:PEP - Free Report) by 110.3% during the...
Morgan Stanley (NYSE:MS) Stake Increased by OneAscent Family Office LLC
OneAscent Family Office LLC raised its position in shares of Morgan Stanley (NYSE:MS - Free Report) by 96.1% in the...
Honeywell International Inc. (NASDAQ:HON) Shares Purchased by OneAscent Family Office LLC
OneAscent Family Office LLC boosted its stake in Honeywell International Inc. (NASDAQ:HON - Free Report) by 128.8% during the first...
Colgate-Palmolive Company (NYSE:CL) Shares Bought by OneAscent Family Office LLC
OneAscent Family Office LLC boosted its position in shares of Colgate-Palmolive Company (NYSE:CL - Free Report) by 105.3% in the...
OneAscent Family Office LLC Grows Stock Holdings in American Express Company (NYSE:AXP)
OneAscent Family Office LLC grew its position in shares of American Express Company (NYSE:AXP - Free Report) by 81.0% in...
Inside Asia’s impact investment boom
Mobilising more capital to build a better future in the region and beyond
The Home Depot, Inc. (NYSE:HD) Shares Acquired by OneAscent Family Office LLC
OneAscent Family Office LLC boosted its stake in shares of The Home Depot, Inc. (NYSE:HD - Free Report) by 146.7%...
Lowe’s Companies, Inc. (NYSE:LOW) Stock Position Boosted by OneAscent Family Office LLC
OneAscent Family Office LLC lifted its position in Lowe's Companies, Inc. (NYSE:LOW - Free Report) by 248.0% during the first...
Walmart Inc. (NYSE:WMT) Shares Acquired by OneAscent Family Office LLC
OneAscent Family Office LLC lifted its holdings in Walmart Inc. (NYSE:WMT - Free Report) by 680.8% in the first quarter,...
Engaging the Rising Gen
Practical strategies for empowering future family leaders.
Multi Family Office Market Hits New High | Major Giants Bessemer Trust, Citi Private Bank, Atlantic Trust
HTF MI just released the Global Multi Family Office Market Study, a comprehensive analysis of the market that spans more...
Family Offices: Yesterday, Today and Tomorrow
A review of some hot topics.
EPrivateClient – The top family office services stories
A roundup of the latest family office stories.
WAIB Summit Monaco 2025: Global innovators honored at premier Web3 & AI gathering
The WAIB Summit Monaco 2025 concluded with resounding success, bringing together the world’s foremost leaders in Web3, artificial intelligence, and...
How family offices can protect the bottom line when putting family members on payroll
Sargento heir Joshua Gentine told CNBC how to set the next generation up for success.
Eton Solutions Closes $58M Series C to Bring AI-Driven Wealth Management Technology to the World’s Leading Family Offices, PEs and Funds
Insider Brief: Eton Solutions closed a $58M Series C round led by Navis Capital Partners to scale its AtlasFive® platform,...
How much could you earn working for a single family office in 2025?
Report looks at talent attraction, retention in investment focused firms.
Why Hong Kong is the future Switzerland as global hub for wealth management
Hong Kong is emerging as a global magnet for family offices and institutional investors, thanks to its financial stability, robust...
Rockefeller Expands New York Metro Presence
The latest team to join the Rockefeller Global Family Office business has arrived from UBS.
Geopolitical Risks Force Family Offices Into Liquid Alternatives, Cash
BlackRock survey finds family offices diversifying away from U.S. equities.
JAR Capital Acquires Singapore-Based Multi-Family Office
The story highlights a level of corporate activity taking place at multi-family offices and external asset managers – and others...
$4.1bn multi-family office led by ex-Disney CIO pursuing sale: Sources
Beverly Hills, Calif.-based Mozaic has retained Keefe, Bruyette & Woods to serve as its investment banker.
New Morgan Stanley Report Reveals Major Shift in Family Office Compensation Trends
Exclusive compensation data shows family-led CEOs doubled, while 76% of offices offer enhanced incentive plans. Get comprehensive benchmarks for family...
Geneva wealth manager buys Singapore multi-family office
Jar Capital has acquired longstanding Singapore multi-family office Lyra Capital in a cash and stock deal.
Zara Heiress Sandra Ortega’s Family Office Posts 71% Profit Jump
The family office of Sandra Ortega, an heir to the Inditex SA fortune and Spain’s wealthiest woman, posted a 71%...
Korea Investment & Securities will strengthen its asset management capabilities through strategi..
Korea Investment & Securities will strengthen its asset management capabilities through strategic collaboration with Union Bancaire Prive (hereinafter UBP), a...
Singapore family office sharpens focus on selective private credit and growth equity deals
JRT Partners' CIO Tuck Meng Yee sees tactical opportunities across private credit and private equity, while steering clear of overvalued...
Family office sharpens focus on selective private credit and growth equity deals | Alternatives
JRT Partners' CIO Tuck Meng Yee sees tactical opportunities across private credit and private equity, while steering clear of overvalued...
Hive Wealth brings ‘digital family office’ to masses with AI
Yvette Sadler Butler has spent the last three decades building investment tools for big banks. Now, she wants to bring...
Henderson Park Sells Discounted Dublin Office, Hotel Complex
Private equity firm Henderson Park Capital Partners UK is selling one of its Irish assets to family office M Core,...
Nikkei Asia journalist wins Singapore Press Club award
Family office scoop 'created ripples across wealth management industry'
Eton Solutions Secures $58M Series C to Bring AI-Driven Wealth Management Technology to the World’s Leading Family Offices, PEs and Funds
RESEARCH TRIANGLE PARK, N.C., July 16, 2025—Eton Solutions, the wealth management platform that the world’s wealthiest single and multi-family offices...
Exclusive: Eton Solutions raises $58M for wealth management platform
The company's tech provides a single source of truth for the ultra-rich.
Saudi Dynasty’s Family Office Rehires Executive Who Left in 2024
An investment firm for the dynasty behind one of the Middle East’s biggest conglomerates has rehired a longtime executive less...
Pro rata rights: The overlooked venture tool that every family office should understand
Pro rata rights offer family offices a low-risk way to back winners, if used with the right partners.
This Local Family Office Is Helping Pro Athletes Become Entrepreneurs
RISE Family Office helps athletes like veteran NFL linebacker Jaylon Smith and up-and-coming Ole Miss quarterback Austin Simmons invest, build...
HK family office veteran backs Asia’s deep tech, from space debris to causal AI
Mahesh Harilela argues for active participation in transformative sectors beyond wealth preservation, advocating for regional startup support to tackle unique...
Family office impact investing + Native community finance
In this week's ImpactAlpha Open, we explore how families offices are stepping up in this pivotal moment with Liesel Pritzker...
Fueling Europe’s startup growth: The evolving role of Family Offices & Fund of Funds
Europe’s startup ecosystem is entering a new era. While headlines often focus on unicorn valuations and mega rounds, there is...
Family offices vs corporate governance: Managing wealth across generations
This content explores the dynamics between family offices and corporate governance, focusing on how wealth is managed across generations.
Zara founder Ortega to buy $275 million Miami office tower
Zara founder Amancio Ortega is in advanced talks to buy the Sabadell Financial Center in Miami for $275 million through...
Can Family Offices Truly Change the World
Strategic Giving Is Shaping a More Compassionate Future
Partners Group’s Miami Play: A Strategic Pivot to Latin American Growth and Diversification
Partners Group's Miami Play: A Strategic Pivot to Latin American Growth and Diversification
Swiss AI specialists targets family offices and HNWIs with new ICAV
Smart Wealth Asset Management AG, a Swiss asset manager specialising in AI-driven investment products, has launched its Irish Collective Asset-management...
FIFA opens office in Trump Tower
World football chief Gianni Infantino has forged a close relationship with Donald Trump.
Sebi may allow AMCs to handle family office funds
SEBI has proposed to permit asset management companies (AMCs) to extend their services to pooled non-broad based funds, including family...
Khetika raises $18 Mn led by Narotam Sekhsaria Family Office and Anicut Capital
Khetika, a Mumbai-based clean-label food company, has raised $18 million (Rs 153 crore) in a new funding round led by...
26th Edition Global Family Office Investment Summit Held in Cannes Under the Patronage of Cannes Mayor H.E. David Lisnard
/CNW/ -- The 26th Edition Global Family Office Investment Summit, held under the Patronage of H.E. David Lisnard, Mayor of...
Family offices ramp up deal-making in June with bets on biotech
A biotech startup backed by former Google CEO Eric Schmidt raised $56 million from investors including the billionaire family office...
Family Office Crypto Adoption and Web3 Investments
As younger generations take a more active role in managing multigenerational wealth, family offices are increasingly exploring the crypto space.
Khetika Secures $18M in Series B Led by Narotam Sekhsaria Family Office and Anicut Capital
The equity round also saw continued support from existing backers, including Incofin India Progress Fund, Rajasthan Gum, and Shree Ram...
India’s family offices are moving from gut to governance, says Julius Baer’s Ashwin Patni
As the ultra-rich grow wealthier, they’re also growing wiser. From just 45 family offices in 2018 to over 300 today,...
Family Offices Fall In Love With Soccer Club Ownership, Investment
More information emerges on how family offices are enthusiastic investors into sports teams such as soccer clubs in Europe and...
Aquiline Closes Acquisition of SEI Family Office Services Unit
The business has been rebranded as Archway, effective June 30.
Legal, Insurance, And Technology Strategies For Family Office Protection
We continue to provide coverage of the Family Wealth Report forum on the cybersecurity challenges faced by family offices in...
EPrivateClient – What does a real family office do?
While many agree that the family office sector is growing, few can agree on how fast it is happening or...
Franklin Templeton, IE University, OpenWealth Launch Family Office Hub
The academic and business platform aims to blend academic research with practical insights to help families manage multigenerational wealth.
Declaration, Institution, Constitution. Ideas From July 4th For Family Offices
Three lessons from the Founding Fathers that have stood the test of time and remain relevant for family office founders.
Dhvani Shah is reshaping Tampa Bay’s largest family fortune
Dhvani Shah, investment chief at Tampa's Third Lake Capital, shares insights on building a global portfolio and navigating market challenges.
Hong Kong’s Roger King on the future of Asia’s family offices | Asset Owners
With a massive wealth transfer to the next generation looming, Asian family offices are grappling not only with how to...
FINANCES: Family Office Review by Former Windham State Rep. Joel Desilets
Family Office Review By: Former Windham NH State Rep. Joel Desilets 0 6.25 Perhaps the most dominant theme in the...
One Big Beautiful Bill: Family Offices No Longer Need To Fear Death & Taxes
The One Big Beautiful Bill permanently doubles estate tax exemptions to $15M per person while enhancing agricultural deductions—a game-changer for...
Centaline Family Office Inks Structured Product Tie-Up
Hong Kong-based Centaline Family Office has formed a strategic partnership that will expand its structured products offering.
Wealth managers face organic‑growth drought — and family offices need to pay attention
Wealth managers struggle with organic growth, prompting family offices to reassess partnerships.
Family Office investment: structures and strategies for 2025 and beyond
Introduction The role of Family Office executives is evolving. Today, the remit extends far beyond traditional wealth preservation. As structures...
Family Office Investment Intelligence & Database
Our extensive database features over 2,500+ global family offices, making it easier to connect with hard-to-reach investors. Request a demo.
PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses
Five Member Group Offers Private Equity, Entrepreneur, and Legal Insights. WASHINGTON, DC, UNITED STATES, July 3, 2025 - Policy and...
Modernizing Family Office Wealth Management with Digital Investment Solutions
Family office wealth management has long relied on tradition. From maintaining close-knit networks to accessing exclusive investment deals, the focus...
Sheeraz Hasan Showcases Hollywood AI and Bollywood AI at Global Family Office Investment Summit in Cannes
The 26th Global Family Office Investment Summit, hosted in the scenic French Riviera under the leadership of Anthony Ritossa, gathered...
Hong Kong Aims to Lead as a Multifamily Office Hub – News and Statistics
Explore Hong Kong's strategy to become a top multifamily office hub by enhancing technology and services, attracting wealth management talent,...
Lighthouse Canton, Swiss Family Office Form Strategic Pact
The firm will expand the geographical business reach of both firms, into Switzerland and parts of Europe, the UK, Middle...
Here’s what it takes to successfully run the modern family office
Here's what it takes to successfully run the modern family office.
Financial Gravity Companies Appoints Mitch Monson as a Family Office Director
Financial Gravity Companies, welcomes Mitch Monson aboard as a Family Office Director. Mitch is a seasoned financial professional with over......
Family Offices Reshape Sports Investment: How Brera Holdings Achieved 245% Value Growth
New power players emerge as family offices revolutionize sports team ownership. See how Brera Holdings' portfolio club achieved remarkable 245%...
Family Offices Invest Billions in Professional Sports Teams for Long Term Growth and Value-Building Legacies
Brera Executive Chairman Dan McClory and Aurelio De Laurentiis, owner and president of SSC Napoli, champions of Italy’s Serie A....
Financial Gravity Welcomes New Family Office Director Mitch Monson
AUSTIN, TX / ACCESS Newswire / July 2, 2025 / Financial Gravity Companies, Inc. (OTC:FGCO) ("Financial Gravity"), welcomes Mitch Monson...
Hong Kong must raise its game to attract multifamily-office operators, study says
City needs to improve technology, innovation and service quality to further develop as a family-office hub, white paper says.
Ex-family office CIO joins Top 50 IAM
Ruslan Akhmetshin has joined Novum Capital Partners as its latest experienced staff member.
Custos Family Office LLC Decreases Holdings in Exxon Mobil Corporation (NYSE:XOM)
Custos Family Office LLC cut its stake in shares of Exxon Mobil Corporation (NYSE:XOM - Free Report) by 65.8% in...
Family office behind WSA boosts equity by DKK 2bn
The T&W Medical Group has launched the final phase of a comprehensive simplification of its ownership structure, which the families...
Capitol Family Office Inc. Buys Shares of 689 Meta Platforms, Inc. (NASDAQ:META)
Capitol Family Office Inc. bought a new stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) in the...
Family Office Summit’s Obediah Ayton on trends impacting generational wealth transfer
Family Office Summit's Obediah Ayton unpacks the takeaways and explains why Abu Dhabi is becoming an influential platform for private...
BlackRock: Family offices turn to private credit & infra
BlackRock's 2025 global family office survey delineates which private asset classes single-family offices intend to invest in 2025-2026.
Family offices turn to private credit, infrastructure: BlackRock survey
BlackRock's 2025 global family office survey delineates which private asset classes single-family offices intend to invest in 2025-2026.
Aquiline completes acquisition of SEI’s family offices services unit
The business will now revert to its original name, Archway.
SEI’s Family Office Services Business Acquired by Aquiline Capital
SEI Investments' Family Office Services business was acquired by Aquiline Capital Partners, effective Monday, the firms said Tuesday. Operating under...
From dollar neutral to Southeast Asia value for this single family office | Equities
Tuck Meng Yee of JRT Partners is steering clear of headline-chasing plays, opting instead for value-led investing in emerging markets...
$733 Billion Wealth Tech Deal: Aquiline Takes Over SEI Family Office Services, Rebrands as Archway
Private equity firm Aquiline acquires SEI's family office tech platform supporting $733B in assets. Platform rebrands as Archway. See deal...
Family office invests in Balibaris to write new chapter
Balibaris welcomes a family office to its capital to accelerate its development in Europe. Discover the strategy and ambitions of...
Why India’s ultra-rich love family offices
Forget yachts. For India’s ultra-rich, the ultimate power move is a family office. Read on to see why it’s becoming...
Corona Heiress’ Family Office Prepares for $8 Billion Succession
Maria Asuncion Aramburuzabala was thrown into crisis three decades ago when her father died before finalizing plans to pass on...
Brazil Family Office Market Size, Growth & Forecast Insights 2025-2034
The Brazil family office market has been evolving rapidly driven by the growing need for structured wealth management among ultra...
Singapore EAM Partners With Swiss Advisory Firm
A Singapore-based external asset manager has formed a tie-up with a Swiss company that focuses on providing advisory services to...
Swiss family office prepares for several IPOs in Stockholm
Infinitas Capital owns three companies in Miami, Basel and Hamburg – and wants to list all three in Stockholm. ”It’s...
BNP Paribas WM: Apac family offices ahead in succession planning
There is a focus on family harmony, tech investments and responsible investing in the region, according to a report by...
