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.

Filter by Topics

Filter by Locations

Sort by Date

C-suite shakeup at $71B Cresset as firm continues expansion

Investments Leadership Operations Chicago

The Chicago-based RIA and multi-family office promoted industry veterans, including one of its founding partners, as its new investment and...

Key Media

Marco Antonio Soriano to Present at Freedom Capital Markets Summer Family Office Summit in Montauk, NY

Automative technology Brand & design Luxury & Lifestyle United States of America

The transformative impact of Soriano Motori’s electric vehicles and Soriano Fashion’s sustainable, made-in-Italy collections on the global luxury landscape. Soriano,...

WANE

Cherry Creek Family Offices Expands Leadership Team, Naming Jason Perlioni, Former CIO of Johns Hopkins University, Senior Partner and Chair of Investment Committee

Estate planning Investments Leadership United States of America

Perlioni to work closely with Cherry Creek Family Offices CIO Corey McKiernan and the firm's investment management professionals. Move follows...

KXAN

Top Indian Family Offices Backing Startups: Key Investors & Trends 2025

Startups Trends Venture Capital India

Indian family offices may have contributed over $9B to startup funding last year—35–40% of total VC inflows. This marks a...

TICE News

Former Johns Hopkins CIO Joins Colorado Family Office

Family governance Investments Strategy United States of America

Jason Perlioni will lead the investment committee at the $3 billion Cherry Creek Family Offices.

ai-cio.com

Perlioni picked as senior partner as $3B multi-family office expands its UHNW expertise

Estate planning Family governance Leadership United States of America

Denver based firm has been bolstering its senior leadership team in recent months.

Key Media

$26.2bn Summit Trail adds CFO, leans into family office services

Family governance Recruitment Strategy United States of America

Summit Trail managing partner Jack Petersen sat down with Citywire to discuss a recent executive hire and his plans to...

Citywire

Brevan Howard Taps Thiel Family Office Alum for Crypto Push

Cryptocurrency Digital Assets Portfolio Management United States of America

Brevan Howard Asset Management is tapping David Kalk, an alum of Peter Thiel’s family office, as a portfolio manager for...

Bloomberg

Family offices face next-gen challenges, information overload: VCCircle summit panelists

Family governance Next Generation Succession planning India

While the structure of family offices in India is still evolving, their managers face several challenges such as complex...

VCCircle

Victor Smorgon Group’s next play as gold bet pays off

Investments Portfolio Management Australia

The Victor Smorgon Group’s gold fund returned 54.2 per cent last financial year. Here’s what executive chairman Peter Edwards sees...

The Australian

Diversification with Purpose: Why Women Investors Are Rethinking Their Wealth Strategies

Investments Investor Behavior Purpose United States of America

As women continue to expand their presence in the workforce, launch businesses, and take the lead in financial decision-making, the...

Argaam

Family office philanthropy: How to decide between a DAF and a private foundation

Decision Making Family governance Philanthropy United States of America

How should a family office give? Weighing donor-advised funds vs. private foundations.

Crain Currency

Spotlight: The Role Of Family Office Investment Committees

Family governance Investments Succession planning

The Investment Committee sits at the centre of the evolution of a Family Office.

Forbes

Family office deal-making has fallen this year as investors wait for clarity

Investments Investor Behavior Venture Capital United States of America

While AI and overseas companies still hold appeal, investment firms of the ultra wealthy are largely holding back.

CNBC

Carnegie says super funds and family offices can now pile into crypto

Cryptocurrency Digital Assets Investments Australia

A new deal between veteran investor Mark Carnegie’s firm and a US cryptocurrency bank is aimed at letting nervous institutional...

Australian Financial Review

NH Investment & Securities hits 200 family offices and plans to triple registration threshold

Banking Providers Family governance Private Bank South Korea

NH Investment & Securities celebrates 200 family registrations, enhancing premium services and offerings.

Chosun Business

SEI Investments’ Profits Jump On Family Office Business Sale

FinTech Investments Listed Stocks & Bonds United States of America

A major divestment lifted earnings, but underlying growth and future investments keep analysts optimistic about SEI’s outlook.

Finimize

SEI Investments Cashes In On Family Office Sale And Grows Earnings

FinTech Investments Technology United States of America

A major asset sale helped lift SEI's earnings and margins, while investors looked past missed revenue forecasts to focus on...

Finimize

From manual to the cloud: How Sage Intacct transformed key family office processes

Financial Reporting Software WealthTech United States of America

RSM elevated a family office client’s accounting and reporting processes with a comprehensive, cloud-based Intacct ERP system. Learn more.

RSM US
Business Wire

India family office reassesses global exposure amid shifting world order | Fixed Income

Investments Risk Strategy India

Dinesh Hinduja Family Office’s Jai Rupani highlights geopolitical risk, AI acceleration and relevance-led manager access as critical forces shaping long-term...

Asian Investor

Eton Solutions Announces Strategic Partnership with Asas Capital to Launch ‘Family Office as a Service’ in the Middle East

Family governance FinTech WealthTech Dubai

DUBAI, UAE--(BUSINESS WIRE)--Jul 23, 2025--

Business Wire

Cyber And Physical Risks: A Guide For Family Office Managers

Cyber Security Risk Risk Management United States of America

Here is another of the conversations that featured in this news service's recent forum about cybersecurity and other security risks.

WealthBriefing

Masttro And Arch Partner To Raise UHNW, Family Office Game

FinTech Investments WealthTech United States of America

Wealth tech firm Masttro has joined forces with private markets specialist Arch to enhance the way ultra-high net worth families...

Wealth Briefing

How to differentiate your family office from the pack

Best Practices Innovation Strategy United States of America

How to differentiate your family office from the pack

Key Media

Zara Billionaire Ortega Buys Stake in PD Ports From Brookfield

Investments Private Equity United Kingdom

Inditex SA founder Amancio Ortega’s family office agreed to buy a 49% stake in the UK’s PD Ports from Brookfield...

Bloomberg

What does running a multi-family office model actually entail?

Estate planning Family governance WealthTech Canada

Thane Stenner defines the increasingly popular term in wealth management, explains what the work entails, and offers insight into how...

Wealth Professional

Family office Green Capital bets big on Southeast Asia and India

Investments Portfolio Management Private Equity India Thailand

The India-based family office is less bullish on the US, Japan and China due to economic and market headwinds.

Asian Investor

Welcome to Mr. Bieber’s Family Office

Family governance Mediation & family dynamics News United States of America

Music industry news, rumors, and innuendo.

Institutional Investor

KGI opens first Hong Kong bank branch, eyes wealth business and family offices

Banking Providers Private Bank WealthTech Hong Kong

Private banking and private wealth management assets in Hong Kong jumped 15 per cent in 2024 to HK$10.4 trillion.

South China Morning Post

Eton Solutions Secures USD 58M Series C to Bring AI-Driven Wealth Management Technology to the World’s Leading Family Offices, PEs, and Funds

FinTech Innovation Technology United States of America

Eton Solutions, the wealth management platform that the world’s wealthiest single and multi-family offices rely on to manage over $1...

NewsVoir

Eton Solutions Secures USD 58M Series C to Bring AI-Driven Wealth Management Technology to the World’s Leading Family Offices, PEs and Funds

FinTech Innovation WealthTech United States of America

Navis Capital Partners leads round to accelerate AI innovation and global expansion of solution that 800 families use to manage...

The Tribune India

A Closer Look at Talent Agency CAA’s New Family Office Service

Estate planning Family governance Trust services United States of America

Creative Artists Agency has quietly launched a family office service tailored for its high-profile clients.

Institutional Investor

Tampa’s Liberty Group exits hotel business after 45 years, shifts focus to family office investments

Family governance Investments Real Estate United States of America

After more than four decades in the hospitality industry, Liberty Group has sold its last remaining hotels.

Tampa Bay Business & Wealth

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

FinTech Private Equity WealthTech United States of America

Get latest articles and stories on Business at LatestLY. North Carolina [US], July 21: Eton Solutions, the wealth management platform...

LatestLY

Sebi’s AMC-family office plan sparks concerns over regulation and parity

Compliance Family governance Investments India

Sebi's proposal to let AMCs manage family office funds sparks debate on regulation

Business Standard

Kaida BioPharma Chairman and Founding Investor, Craig Pierson, to Present at Opal Group’s Family Office & Private Wealth Management Forum 2025

Health & Longevity Startups United States of America

FORT LAUDERDALE, FL, July 21, 2025 (GLOBE NEWSWIRE) -- Kaida BioPharma (“Kaida” or the “Company”), an early-stage pharma company dedicated...

GlobeNewswire

Shareholders of Chinese firms eye Hong Kong for family offices: asset manager

Estate planning Family governance Investments Hong Kong

Chairman of Oakwise Capital says wealthy mainland Chinese will continue looking to Hong Kong as a home for their family...

South China Morning Post

OneAscent Family Office LLC Buys 3,059 Shares of PepsiCo, Inc. (NASDAQ:PEP)

Investments Listed Stocks & Bonds United States of America

OneAscent Family Office LLC boosted its stake in shares of PepsiCo, Inc. (NASDAQ:PEP - Free Report) by 110.3% during the...

MarketBeat

Morgan Stanley (NYSE:MS) Stake Increased by OneAscent Family Office LLC

Banking Providers Listed Stocks & Bonds Portfolio Management United States of America

OneAscent Family Office LLC raised its position in shares of Morgan Stanley (NYSE:MS - Free Report) by 96.1% in the...

MarketBeat

Honeywell International Inc. (NASDAQ:HON) Shares Purchased by OneAscent Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

OneAscent Family Office LLC boosted its stake in Honeywell International Inc. (NASDAQ:HON - Free Report) by 128.8% during the first...

MarketBeat

Colgate-Palmolive Company (NYSE:CL) Shares Bought by OneAscent Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

OneAscent Family Office LLC boosted its position in shares of Colgate-Palmolive Company (NYSE:CL - Free Report) by 105.3% in the...

MarketBeat

OneAscent Family Office LLC Grows Stock Holdings in American Express Company (NYSE:AXP)

Banking Providers Investments Listed Stocks & Bonds United States of America

OneAscent Family Office LLC grew its position in shares of American Express Company (NYSE:AXP - Free Report) by 81.0% in...

MarketBeat

Inside Asia’s impact investment boom

Impact Impact & ESG Investments Singapore

Mobilising more capital to build a better future in the region and beyond

Business Times

The Home Depot, Inc. (NYSE:HD) Shares Acquired by OneAscent Family Office LLC

Financial Reporting Investments Listed Stocks & Bonds United States of America

OneAscent Family Office LLC boosted its stake in shares of The Home Depot, Inc. (NYSE:HD - Free Report) by 146.7%...

MarketBeat

Lowe’s Companies, Inc. (NYSE:LOW) Stock Position Boosted by OneAscent Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

OneAscent Family Office LLC lifted its position in Lowe's Companies, Inc. (NYSE:LOW - Free Report) by 248.0% during the first...

MarketBeat

Walmart Inc. (NYSE:WMT) Shares Acquired by OneAscent Family Office LLC

Investments Listed Stocks & Bonds United States of America

OneAscent Family Office LLC lifted its holdings in Walmart Inc. (NYSE:WMT - Free Report) by 680.8% in the first quarter,...

MarketBeat

Engaging the Rising Gen

Family governance Next Generation Succession planning United States of America

Practical strategies for empowering future family leaders.

Institutional Investor

Multi Family Office Market Hits New High | Major Giants Bessemer Trust, Citi Private Bank, Atlantic Trust

Banking Providers Portfolio Management Private Bank United States of America

HTF MI just released the Global Multi Family Office Market Study, a comprehensive analysis of the market that spans more...

HTF MI

Family Offices: Yesterday, Today and Tomorrow

Estate planning Family governance Succession planning United Kingdom

A review of some hot topics.

Contentstack

EPrivateClient – The top family office services stories

Estate planning Family governance Succession planning United Kingdom

A roundup of the latest family office stories.

EPrivateClient

WAIB Summit Monaco 2025: Global innovators honored at premier Web3 & AI gathering

Cryptocurrency Innovation Technology Monaco

The WAIB Summit Monaco 2025 concluded with resounding success, bringing together the world’s foremost leaders in Web3, artificial intelligence, and...

Cointelegraph

How family offices can protect the bottom line when putting family members on payroll

Family governance Next Generation Succession planning United States of America

Sargento heir Joshua Gentine told CNBC how to set the next generation up for success.

CNBC

Eton Solutions Closes $58M Series C to Bring AI-Driven Wealth Management Technology to the World’s Leading Family Offices, PEs and Funds

FinTech Venture Capital WealthTech United States of America

Insider Brief: Eton Solutions closed a $58M Series C round led by Navis Capital Partners to scale its AtlasFive® platform,...

The AI Insider

How much could you earn working for a single family office in 2025?

Investments Leadership Recruitment United Kingdom

Report looks at talent attraction, retention in investment focused firms.

Key Media

Why Hong Kong is the future Switzerland as global hub for wealth management

Banking Providers Private Bank WealthTech Hong Kong

Hong Kong is emerging as a global magnet for family offices and institutional investors, thanks to its financial stability, robust...

HK Standard

Rockefeller Expands New York Metro Presence

Banking Providers Private Bank Recruitment New York City

The latest team to join the Rockefeller Global Family Office business has arrived from UBS.

Wealth Briefing

Geopolitical Risks Force Family Offices Into Liquid Alternatives, Cash

Investments Risk Risk Management United States of America

BlackRock survey finds family offices diversifying away from U.S. equities.

ai-cio.com

JAR Capital Acquires Singapore-Based Multi-Family Office

Banking Providers Investments WealthTech Investments Singapore

The story highlights a level of corporate activity taking place at multi-family offices and external asset managers – and others...

Wealth Briefing

$4.1bn multi-family office led by ex-Disney CIO pursuing sale: Sources

Banking Providers Investments Strategy United States of America

Beverly Hills, Calif.-based Mozaic has retained Keefe, Bruyette & Woods to serve as its investment banker.

Institutional Investor

New Morgan Stanley Report Reveals Major Shift in Family Office Compensation Trends

Benchmarking Recruitment Trends United States of America

Exclusive compensation data shows family-led CEOs doubled, while 76% of offices offer enhanced incentive plans. Get comprehensive benchmarks for family...

Stock Titan

Geneva wealth manager buys Singapore multi-family office

Family governance Investments Trust services Singapore

Jar Capital has acquired longstanding Singapore multi-family office Lyra Capital in a cash and stock deal.

Institutional Investor

Zara Heiress Sandra Ortega’s Family Office Posts 71% Profit Jump

Family governance Investments Listed Stocks & Bonds Spain

The family office of Sandra Ortega, an heir to the Inditex SA fortune and Spain’s wealthiest woman, posted a 71%...

Bloomberg

Korea Investment & Securities will strengthen its asset management capabilities through strategi..

Investments Portfolio Management Strategy South Korea

Korea Investment & Securities will strengthen its asset management capabilities through strategic collaboration with Union Bancaire Prive (hereinafter UBP), a...

MK News

Singapore family office sharpens focus on selective private credit and growth equity deals

Investments Portfolio Management Private Equity Singapore

JRT Partners' CIO Tuck Meng Yee sees tactical opportunities across private credit and private equity, while steering clear of overvalued...

Asian Investor

Family office sharpens focus on selective private credit and growth equity deals | Alternatives

Investments Private Equity Risk Singapore

JRT Partners' CIO Tuck Meng Yee sees tactical opportunities across private credit and private equity, while steering clear of overvalued...

Asian Investor

Hive Wealth brings ‘digital family office’ to masses with AI

Digital FinTech WealthTech United States of America

Yvette Sadler Butler has spent the last three decades building investment tools for big banks. Now, she wants to bring...

Institutional Investor

Henderson Park Sells Discounted Dublin Office, Hotel Complex

Investments Private Equity Real Estate Ireland

Private equity firm Henderson Park Capital Partners UK is selling one of its Irish assets to family office M Core,...

Bloomberg

Nikkei Asia journalist wins Singapore Press Club award

Banking Providers Estate planning News Singapore

Family office scoop 'created ripples across wealth management industry'

Financial Times

Eton Solutions Secures $58M Series C to Bring AI-Driven Wealth Management Technology to the World’s Leading Family Offices, PEs and Funds

Private Equity Technology WealthTech United States of America

RESEARCH TRIANGLE PARK, N.C., July 16, 2025—Eton Solutions, the wealth management platform that the world’s wealthiest single and multi-family offices...

Business Wire

Exclusive: Eton Solutions raises $58M for wealth management platform

FinTech WealthTech WealthTech Investments United States of America

The company's tech provides a single source of truth for the ultra-rich.

Axios

Saudi Dynasty’s Family Office Rehires Executive Who Left in 2024

Family governance Investments Recruitment Saudi Arabia

An investment firm for the dynasty behind one of the Middle East’s biggest conglomerates has rehired a longtime executive less...

Bloomberg

Pro rata rights: The overlooked venture tool that every family office should understand

Investments Portfolio Management Venture Capital United States of America

Pro rata rights offer family offices a low-risk way to back winners, if used with the right partners.

Crain Currency

This Local Family Office Is Helping Pro Athletes Become Entrepreneurs

Investments Startups Venture Capital United States of America

RISE Family Office helps athletes like veteran NFL linebacker Jaylon Smith and up-and-coming Ole Miss quarterback Austin Simmons invest, build...

D Magazine

HK family office veteran backs Asia’s deep tech, from space debris to causal AI

Impact Startups Venture Capital Hong Kong

Mahesh Harilela argues for active participation in transformative sectors beyond wealth preservation, advocating for regional startup support to tackle unique...

Asian Investor

Family office impact investing + Native community finance

Impact Impact Strategy Investments United States of America

In this week's ImpactAlpha Open, we explore how families offices are stepping up in this pivotal moment with Liesel Pritzker...

ImpactAlpha

Fueling Europe’s startup growth: The evolving role of Family Offices & Fund of Funds

Investments Startups Venture Capital Netherlands

Europe’s startup ecosystem is entering a new era. While headlines often focus on unicorn valuations and mega rounds, there is...

EU-Startups

Family offices vs corporate governance: Managing wealth across generations

Family governance Governance Succession planning United Kingdom

This content explores the dynamics between family offices and corporate governance, focusing on how wealth is managed across generations.

LondonWorld

Zara founder Ortega to buy $275 million Miami office tower

Investments Luxury & Lifestyle Investments Real Estate United States of America

Zara founder Amancio Ortega is in advanced talks to buy the Sabadell Financial Center in Miami for $275 million through...

Fashion Network

Can Family Offices Truly Change the World

Impact Impact Strategy Philanthropy

Strategic Giving Is Shaping a More Compassionate Future

The National Law Review

Partners Group’s Miami Play: A Strategic Pivot to Latin American Growth and Diversification

Private Equity Real Estate Strategy United States of America

Partners Group's Miami Play: A Strategic Pivot to Latin American Growth and Diversification

Institutional Investor

Swiss AI specialists targets family offices and HNWIs with new ICAV

Investments Portfolio Management WealthTech Ireland Switzerland

Smart Wealth Asset Management AG, a Swiss asset manager specialising in AI-driven investment products, has launched its Irish Collective Asset-management...

Institutional Asset Manager

FIFA opens office in Trump Tower

Luxury & Lifestyle News Real Estate United States of America

World football chief Gianni Infantino has forged a close relationship with Donald Trump.

Politico

Sebi may allow AMCs to handle family office funds

Family governance Investments Portfolio Management India

SEBI has proposed to permit asset management companies (AMCs) to extend their services to pooled non-broad based funds, including family...

Economic Times

Khetika raises $18 Mn led by Narotam Sekhsaria Family Office and Anicut Capital

Investments Startups Venture Capital India

Khetika, a Mumbai-based clean-label food company, has raised $18 million (Rs 153 crore) in a new funding round led by...

Startup News

26th Edition Global Family Office Investment Summit Held in Cannes Under the Patronage of Cannes Mayor H.E. David Lisnard

Estate planning Family governance Investments France

/CNW/ -- The 26th Edition Global Family Office Investment Summit, held under the Patronage of H.E. David Lisnard, Mayor of...

CNW

Family offices ramp up deal-making in June with bets on biotech

Genomics Investments Venture Capital United States of America

A biotech startup backed by former Google CEO Eric Schmidt raised $56 million from investors including the billionaire family office...

CNBC

Family Office Crypto Adoption and Web3 Investments

Cryptocurrency Digital Assets Next Generation

As younger generations take a more active role in managing multigenerational wealth, family offices are increasingly exploring the crypto space.

TechBuzz Ireland

Khetika Secures $18M in Series B Led by Narotam Sekhsaria Family Office and Anicut Capital

Investments Startups Venture Capital India

The equity round also saw continued support from existing backers, including Incofin India Progress Fund, Rajasthan Gum, and Shree Ram...

Entrepreneur

India’s family offices are moving from gut to governance, says Julius Baer’s Ashwin Patni

Family governance Governance Succession planning India

As the ultra-rich grow wealthier, they’re also growing wiser. From just 45 family offices in 2018 to over 300 today,...

TradingView

Family Offices Fall In Love With Soccer Club Ownership, Investment

Investments Luxury & Lifestyle Investments Ownership Ghana United Kingdom

More information emerges on how family offices are enthusiastic investors into sports teams such as soccer clubs in Europe and...

Wealth Briefing

Aquiline Closes Acquisition of SEI Family Office Services Unit

FinTech Private Equity WealthTech United States of America

The business has been rebranded as Archway, effective June 30.

ai-cio.com

Legal, Insurance, And Technology Strategies For Family Office Protection

Cyber Security Insurance Legal United States of America

We continue to provide coverage of the Family Wealth Report forum on the cybersecurity challenges faced by family offices in...

Family Wealth Report

EPrivateClient – What does a real family office do?

Estate planning Family governance Succession planning United Kingdom

While many agree that the family office sector is growing, few can agree on how fast it is happening or...

EPrivateClient

Franklin Templeton, IE University, OpenWealth Launch Family Office Hub

Family governance Next Generation Succession planning Spain

The academic and business platform aims to blend academic research with practical insights to help families manage multigenerational wealth.

WealthBriefing

Declaration, Institution, Constitution. Ideas From July 4th For Family Offices

Family governance Governance Succession planning United States of America

Three lessons from the Founding Fathers that have stood the test of time and remain relevant for family office founders.

Forbes

Dhvani Shah is reshaping Tampa Bay’s largest family fortune

Family governance Investments Portfolio Management United States of America

Dhvani Shah, investment chief at Tampa's Third Lake Capital, shares insights on building a global portfolio and navigating market challenges.

Tampa Bay Business Journal

Hong Kong’s Roger King on the future of Asia’s family offices | Asset Owners

Family governance Next Generation Succession planning Hong Kong

With a massive wealth transfer to the next generation looming, Asian family offices are grappling not only with how to...

Asian Investor

FINANCES: Family Office Review by Former Windham State Rep. Joel Desilets

Estate planning Family governance Financial Reporting United States of America

Family Office Review By: Former Windham NH State Rep. Joel Desilets 0 6.25 Perhaps the most dominant theme in the...

Valley Patriot

One Big Beautiful Bill: Family Offices No Longer Need To Fear Death & Taxes

Estate planning Family governance Tax United States of America

The One Big Beautiful Bill permanently doubles estate tax exemptions to $15M per person while enhancing agricultural deductions—a game-changer for...

Forbes

Centaline Family Office Inks Structured Product Tie-Up

Banking Providers Investments WealthTech Hong Kong

Hong Kong-based Centaline Family Office has formed a strategic partnership that will expand its structured products offering.

Finews Asia

Wealth managers face organic‑growth drought — and family offices need to pay attention

Competitive Analysis Family governance Strategy United States of America

Wealth managers struggle with organic growth, prompting family offices to reassess partnerships.

Crain Currency

Family Office investment: structures and strategies for 2025 and beyond

Family governance Investments Real Estate United Kingdom

Introduction The role of Family Office executives is evolving. Today, the remit extends far beyond traditional wealth preservation. As structures...

Farrer & Co

Family Office Investment Intelligence & Database

Data Investments WealthTech

Our extensive database features over 2,500+ global family offices, making it easier to connect with hard-to-reach investors. Request a demo.

With Intelligence

PATG Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses

Legal Private Equity Tax United States of America

Five Member Group Offers Private Equity, Entrepreneur, and Legal Insights. WASHINGTON, DC, UNITED STATES, July 3, 2025 - Policy and...

EIN Presswire

Modernizing Family Office Wealth Management with Digital Investment Solutions

FinTech Investments WealthTech United States of America

Family office wealth management has long relied on tradition. From maintaining close-knit networks to accessing exclusive investment deals, the focus...

Yonkers Times

Sheeraz Hasan Showcases Hollywood AI and Bollywood AI at Global Family Office Investment Summit in Cannes

Innovation Investments Technology France

The 26th Global Family Office Investment Summit, hosted in the scenic French Riviera under the leadership of Anthony Ritossa, gathered...

Times of India

Hong Kong Aims to Lead as a Multifamily Office Hub – News and Statistics

Banking Providers FinTech WealthTech Hong Kong

Explore Hong Kong's strategy to become a top multifamily office hub by enhancing technology and services, attracting wealth management talent,...

IndexBox

Lighthouse Canton, Swiss Family Office Form Strategic Pact

Family governance Investments Strategy India Switzerland United Arab Emirates United Kingdom

The firm will expand the geographical business reach of both firms, into Switzerland and parts of Europe, the UK, Middle...

WealthBriefing

Here’s what it takes to successfully run the modern family office

Best Practices Family governance Succession planning United States of America

Here's what it takes to successfully run the modern family office.

Key Media

Financial Gravity Companies Appoints Mitch Monson as a Family Office Director

Estate planning Family governance Succession planning United States of America

Financial Gravity Companies, welcomes Mitch Monson aboard as a Family Office Director. Mitch is a seasoned financial professional with over......

Citybiz

Family Offices Reshape Sports Investment: How Brera Holdings Achieved 245% Value Growth

Investments Ownership Portfolio Management Italy

New power players emerge as family offices revolutionize sports team ownership. See how Brera Holdings' portfolio club achieved remarkable 245%...

Stock Titan

Family Offices Invest Billions in Professional Sports Teams for Long Term Growth and Value-Building Legacies

Investments Next Generation Ownership Ireland Italy

Brera Executive Chairman Dan McClory and Aurelio De Laurentiis, owner and president of SSC Napoli, champions of Italy’s Serie A....

Globe Newswire

Financial Gravity Welcomes New Family Office Director Mitch Monson

Estate planning Family governance Succession planning United States of America

AUSTIN, TX / ACCESS Newswire / July 2, 2025 / Financial Gravity Companies, Inc. (OTC:FGCO) ("Financial Gravity"), welcomes Mitch Monson...

Accesswire

Hong Kong must raise its game to attract multifamily-office operators, study says

Innovation Service Design Technology Hong Kong

City needs to improve technology, innovation and service quality to further develop as a family-office hub, white paper says.

South China Morning Post

Ex-family office CIO joins Top 50 IAM

Investments Leadership Recruitment Switzerland

Ruslan Akhmetshin has joined Novum Capital Partners as its latest experienced staff member.

Citywire

Custos Family Office LLC Decreases Holdings in Exxon Mobil Corporation (NYSE:XOM)

Investments Listed Stocks & Bonds Portfolio Management United States of America

Custos Family Office LLC cut its stake in shares of Exxon Mobil Corporation (NYSE:XOM - Free Report) by 65.8% in...

MarketBeat

Family office behind WSA boosts equity by DKK 2bn

Family governance Investments Ownership Denmark

The T&W Medical Group has launched the final phase of a comprehensive simplification of its ownership structure, which the families...

Watch Medier

Capitol Family Office Inc. Buys Shares of 689 Meta Platforms, Inc. (NASDAQ:META)

Investments Listed Stocks & Bonds United States of America

Capitol Family Office Inc. bought a new stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) in the...

MarketBeat

Family Office Summit’s Obediah Ayton on trends impacting generational wealth transfer

Estate planning Family governance Succession planning United Arab Emirates

Family Office Summit's Obediah Ayton unpacks the takeaways and explains why Abu Dhabi is becoming an influential platform for private...

Gulf Business

BlackRock: Family offices turn to private credit & infra

Investments Portfolio Management Trends United States of America

BlackRock's 2025 global family office survey delineates which private asset classes single-family offices intend to invest in 2025-2026.

Institutional Investor

Family offices turn to private credit, infrastructure: BlackRock survey

Investments Portfolio Management Trends United States of America

BlackRock's 2025 global family office survey delineates which private asset classes single-family offices intend to invest in 2025-2026.

Institutional Investor

Aquiline completes acquisition of SEI’s family offices services unit

Estate planning Private Equity WealthTech United States of America

The business will now revert to its original name, Archway.

PE Hub

SEI’s Family Office Services Business Acquired by Aquiline Capital

Investments Private Equity WealthTech United States of America

SEI Investments' Family Office Services business was acquired by Aquiline Capital Partners, effective Monday, the firms said Tuesday. Operating under...

MarketScreener

From dollar neutral to Southeast Asia value for this single family office | Equities

Investments Listed Stocks & Bonds Portfolio Management Singapore

Tuck Meng Yee of JRT Partners is steering clear of headline-chasing plays, opting instead for value-led investing in emerging markets...

Asian Investor

$733 Billion Wealth Tech Deal: Aquiline Takes Over SEI Family Office Services, Rebrands as Archway

FinTech Private Equity WealthTech United States of America

Private equity firm Aquiline acquires SEI's family office tech platform supporting $733B in assets. Platform rebrands as Archway. See deal...

Stock Titan

Family office invests in Balibaris to write new chapter

Investments Luxury & Lifestyle Strategy France

Balibaris welcomes a family office to its capital to accelerate its development in Europe. Discover the strategy and ambitions of...

Fashion United

Why India’s ultra-rich love family offices

Estate planning Family governance Succession planning India

Forget yachts. For India’s ultra-rich, the ultimate power move is a family office. Read on to see why it’s becoming...

India Today

Corona Heiress’ Family Office Prepares for $8 Billion Succession

Estate planning Family governance Succession planning Mexico

Maria Asuncion Aramburuzabala was thrown into crisis three decades ago when her father died before finalizing plans to pass on...

Bloomberg

Brazil Family Office Market Size, Growth & Forecast Insights 2025-2034

Estate planning Family governance Succession planning Brazil

The Brazil family office market has been evolving rapidly driven by the growing need for structured wealth management among ultra...

open-pr.com

Singapore EAM Partners With Swiss Advisory Firm

Banking Providers Estate planning Family governance Singapore Switzerland

A Singapore-based external asset manager has formed a tie-up with a Swiss company that focuses on providing advisory services to...

finews.asia

Swiss family office prepares for several IPOs in Stockholm

Investments Listed Stocks & Bonds Private Equity Sweden

Infinitas Capital owns three companies in Miami, Basel and Hamburg – and wants to list all three in Stockholm. ”It’s...

Watch Medier

BNP Paribas WM: Apac family offices ahead in succession planning

Family governance Impact & ESG Succession planning Singapore

There is a focus on family harmony, tech investments and responsible investing in the region, according to a report by...

BNP Paribas Wealth Management