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.
Family Office: What It Is and What It Does
A family office is a private entity that manages family wealth, investments, charitable giving, tax and estate planning, business and...
Brown Brothers Harriman Expands Philadelphia Office with the Addition of New Managing Director
Brown Brothers Harriman & Co. (BBH) is pleased to announce the addition of Katie Casey to the Multi-Family Office in...
Pritzker Private Capital racks up $2.7bn for fourth fund
PPC’s previous fund closed at $2.7 billion in 2021.
Cedar-IBSi Capital onboards institutional investors and family offices ahead of Final Close; Eyes positioning of being one of the only few FinTech funds in the region
IBS Intelligence (IBSi) is the world’s only pure-play Financial Technology focused research, advisory, and fintech news analysis firm, with a...
Boston Family Office LLC Makes New $267,000 Investment in Ross Stores, Inc. (NASDAQ:ROST)
Boston Family Office LLC acquired a new position in shares of Ross Stores, Inc. (NASDAQ:ROST - Free Report) during the...
1,790 Shares in Keysight Technologies Inc. (NYSE:KEYS) Purchased by Boston Family Office LLC
Boston Family Office LLC acquired a new position in Keysight Technologies Inc. (NYSE:KEYS - Free Report) in the first quarter,...
1,605 Shares in Waste Connections, Inc. (NYSE:WCN) Acquired by Boston Family Office LLC
Boston Family Office LLC acquired a new position in shares of Waste Connections, Inc. (NYSE:WCN - Free Report) during the...
Boston Family Office LLC Purchases New Position in Otis Worldwide Corporation (NYSE:OTIS)
Boston Family Office LLC purchased a new stake in Otis Worldwide Corporation (NYSE:OTIS - Free Report) in the 1st quarter,...
Boston Family Office LLC Makes New Investment in Innodata Inc. (NASDAQ:INOD)
Boston Family Office LLC acquired a new position in Innodata Inc. (NASDAQ:INOD - Free Report) in the 1st quarter, according...
Boston Family Office LLC Invests $1.03 Million in First Solar, Inc. (NASDAQ:FSLR)
Boston Family Office LLC purchased a new stake in shares of First Solar, Inc. (NASDAQ:FSLR - Free Report) during the...
Boston Family Office LLC Cuts Stock Position in Comcast Corporation (NASDAQ:CMCSA)
Boston Family Office LLC lessened its stake in shares of Comcast Corporation (NASDAQ:CMCSA - Free Report) by 51.2% in the...
Goldman Sachs targets richest families in Australia expansion
[MELBOURNE] Goldman Sachs plans to expand its private wealth management team in Australia to capture a boom in self-made multi-millionaires...
Cresset, Monticello to combine in strategic partnership with almost $200B in assets
Decision deepens the two firms’ decade-long relationship
Cresset Announces Strategic Combination with Monticello Associates, Approaches $200 Billion in Assets
Monticello Associates provides highly specialized investment advisory services to prominent foundations, endowments, and family offices, and oversees $124 billion of...
American Express Company (NYSE:AXP) Shares Bought by Boston Family Office LLC
Boston Family Office LLC grew its stake in shares of American Express Company (NYSE:AXP) by 15.8% in the first quarter,...
Exxon Mobil Corporation (NYSE:XOM) Shares Acquired by Boston Family Office LLC
Boston Family Office LLC raised its holdings in shares of Exxon Mobil Corporation (NYSE:XOM - Free Report) by 8.5% during...
Boston Family Office LLC Sells 1,982 Shares of Lowe’s Companies, Inc. (NYSE:LOW)
Boston Family Office LLC lowered its holdings in shares of Lowe's Companies, Inc. (NYSE:LOW - Free Report) by 8.7% in...
Boston Family Office LLC Boosts Stake in Zoetis Inc. (NYSE:ZTS)
Boston Family Office LLC boosted its stake in Zoetis Inc. (NYSE:ZTS - Free Report) by 20.8% during the first quarter,...
Nestle SA (OTCMKTS:NSRGY) Shares Sold by Boston Family Office LLC
Boston Family Office LLC reduced its position in shares of Nestle SA (OTCMKTS:NSRGY - Free Report) by 19.4% during the...
The TJX Companies, Inc. (NYSE:TJX) Shares Bought by Boston Family Office LLC
Boston Family Office LLC boosted its position in shares of The TJX Companies, Inc. (NYSE:TJX - Free Report) by 9.4%...
Boston Family Office LLC Sells 2,115 Shares of Procter & Gamble Company (The) (NYSE:PG)
Boston Family Office LLC lowered its holdings in shares of Procter & Gamble Company (The) (NYSE:PG - Free Report) by...
Roper Technologies, Inc. (NYSE:ROP) Shares Sold by Boston Family Office LLC
Boston Family Office LLC reduced its holdings in Roper Technologies, Inc. (NYSE:ROP - Free Report) by 4.7% in the 1st...
Boston Family Office LLC Sells 1,663 Shares of Marsh & McLennan Companies, Inc. (NYSE:MMC)
Boston Family Office LLC lessened its stake in Marsh & McLennan Companies, Inc. (NYSE:MMC - Free Report) by 1.6% in...
How Multi-Family Offices Are Redefining Value For UHNW Families
Modern multi-family offices serve ultra-high-net-worth families by delivering strategic value beyond traditional wealth management.
Family Office Market Poised for Strong Growth, Projected to Hit $54.7 Billion by 2032
Allied Market Research published a report, titled, “Global Family Office Market by Type (Single Family Office, Multi Family Office, and...
Callan Family Office LLC Takes $213,000 Position in Gen Digital Inc. (NASDAQ:GEN)
Callan Family Office LLC acquired a new stake in shares of Gen Digital Inc. (NASDAQ:GEN - Free Report) in the...
Eastern Edge, Skyline Set North America Release For Vietnam-Korean Family Drama ‘Leaving Mom’
EXCLUSIVE: Vietnamese sales agent Skyline Media is teaming with Eastern Edge Films to release Vietnam-Korean family drama Leaving Mom across...
Luxury platform Balaan taps family office AAK as conditional buyer
Balaan Co., South Korea’s leading luxury goods platform under court protection, has selected Seoul-based family office Asia Advisors Korea (AAK)...
Bank of Singapore launches single family office solution for UNHWs
The new solution will provide investment expertise access and eligibility for tax exemptions without the need to establish a dedicated...
Leadership Shifts in APAC Banking: Talent Wars and the Road to Regional Dominance
Leadership Shifts in APAC Banking: Talent Wars and the Road to Regional Dominance
Methanol poisoning: Man saw kaleidoscopic light before going blind
Calum Macdonald and the families of three people who died in South East Asia call on the Foreign Office for...
Bank of Singapore launches family office alternative for UHNWs
The bank's Family Office Catalyst service provides investment management for tax-exempted qualifying funds without the need to establish a single-family...
Bank of Singapore unveils cost-efficient option to single-family offices
Bank of Singapore today announced the launch of the Bank of Singapore Family Office Catalyst, a new solution tailored for...
Family office Medway Investments targets private credit and sectoral diversification
Board member Eric Neo outlines a shift towards private markets as part of a broader strategy to balance liquidity with...
Boston Family Office LLC Has $2.54 Million Stock Position in Verizon Communications Inc. (NYSE:VZ)
Boston Family Office LLC trimmed its holdings in shares of Verizon Communications Inc. (NYSE:VZ - Free Report) by 19.1% during...
Netflix, Inc. (NASDAQ:NFLX) Shares Acquired by Boston Family Office LLC
Boston Family Office LLC grew its position in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 650.1% during the first quarter,...
PepsiCo, Inc. (NASDAQ:PEP) Shares Bought by Boston Family Office LLC
Boston Family Office LLC grew its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP - Free Report) by 6.4% during the...
Boston Family Office LLC Boosts Stake in ServiceNow, Inc. (NYSE:NOW)
Boston Family Office LLC lifted its holdings in shares of ServiceNow, Inc. (NYSE:NOW - Free Report) by 14.1% during the...
Duquesne Family Office LLC Reduces Tesla Holdings
Duquesne Family Office LLC, managed by Stanley Druckenmiller, recently executed a significant transaction involving Tesla Motors ($TSLA). The hedge fund...
Duquesne Family Office Boosts Stake in TSMC
Duquesne Family Office LLC, managed by Stanley Druckenmiller, recently executed a significant transaction involving Taiwan Semiconductor Manufacturing Company Limit...
Duquesne Family Office LLC Boosts Microsoft Stake
Duquesne Family Office LLC, managed by Stanley Druckenmiller, recently executed a significant transaction involving Microsoft (($MSFT)). The hedge fund increased...
Duquesne Family Office LLC Reduces Amazon Holdings
Duquesne Family Office LLC, managed by Stanley Druckenmiller, recently executed a significant transaction involving Amazon.Com, Inc. (($AMZN)). The hedge fund...
Xcel Energy Inc. (NASDAQ:XEL) Shares Sold by Callan Family Office LLC
Callan Family Office LLC lessened its stake in Xcel Energy Inc. (NASDAQ:XEL - Free Report) by 70.7% in the 1st...
Callan Family Office LLC Sells 4,483 Shares of Texas Roadhouse, Inc. (NASDAQ:TXRH)
Callan Family Office LLC trimmed its holdings in Texas Roadhouse, Inc. (NASDAQ:TXRH - Free Report) by 63.3% in the first...
JPMorgan Chase & Co. (NYSE:JPM) Stock Holdings Reduced by Callan Family Office LLC
Callan Family Office LLC lowered its position in JPMorgan Chase & Co. (NYSE:JPM) by 19.0% during the first quarter, according...
Billionaire family offices join Berkshire’s UnitedHealth bet
Investment boutiques for George Soros, Michael Platt, and a Swedish packaging dynasty all raised their stakes in the beleaguered insurer,...
Edward Jones layoffs about to hit employees, home office staff
It is not clear how many employees will be affected, but none of the private partnership’s 20,000 financial advisors will...
Fund Friday: Top fundraising news in private equity
Fund Friday: Top fundraising news in private equity TPG has raised $4.8bn for its latest growth equity vehicle, TPG Growth...
5 Questions for RIAs Pursuing a Partnership with a Family Office
Intentionally structured RIA-family office platform partnerships can add value to all stakeholders and deliver strong risk-adjusted returns for investors.
RSM Launches FamilySight® – First End-to-End Family Office Solution on Sage Intacct® Marketplace
RSM today announced that its proprietary FamilySight® platform is available on the Sage Intacct® Marketplace.
Family offices flock to private markets with allocations surging over 500% in nearly a decade
Private investment firms of the wealthy are doubling down on alternatives like private credit and infrastructure, per Preqin.
How to fix blended finance + Tsao family office expands impact strategy to Africa
Join Brian Walsh and David Bank as they discuss This Week in Impact's top stories on blended finance and venture...
Callan Family Office LLC Trims Position in Toro Company (The) (NYSE:TTC)
Callan Family Office LLC decreased its holdings in shares of Toro Company (The) (NYSE:TTC - Free Report) by 38.1% in...
Callan Family Office LLC Sells 343 Shares of United Rentals, Inc. (NYSE:URI)
Callan Family Office LLC cut its holdings in shares of United Rentals, Inc. (NYSE:URI - Free Report) by 30.5% during...
KKR & Co. Inc. (NYSE:KKR) Shares Purchased by Callan Family Office LLC
Callan Family Office LLC increased its holdings in KKR & Co. Inc. (NYSE:KKR - Free Report) by 131.9% in the...
Callan Family Office LLC Lowers Position in Cintas Corporation (NASDAQ:CTAS)
Callan Family Office LLC lessened its stake in shares of Cintas Corporation (NASDAQ:CTAS - Free Report) by 48.1% in the...
Callan Family Office LLC Cuts Stock Holdings in Marriott International, Inc. (NASDAQ:MAR)
Callan Family Office LLC lessened its holdings in Marriott International, Inc. (NASDAQ:MAR - Free Report) by 78.8% during the first...
Callan Family Office LLC Invests $637,000 in Snowflake Inc. (NYSE:SNOW)
Callan Family Office LLC acquired a new stake in shares of Snowflake Inc. (NYSE:SNOW - Free Report) in the 1st...
Callan Family Office LLC Cuts Stake in Parker-Hannifin Corporation (NYSE:PH)
Callan Family Office LLC lessened its holdings in Parker-Hannifin Corporation (NYSE:PH - Free Report) by 64.7% during the first quarter,...
Callan Family Office LLC Sells 7,320 Shares of CME Group Inc. (NASDAQ:CME)
Callan Family Office LLC lowered its stake in shares of CME Group Inc. (NASDAQ:CME - Free Report) by 74.1% in...
Republic Services, Inc. (NYSE:RSG) Holdings Lowered by Callan Family Office LLC
Callan Family Office LLC lowered its stake in Republic Services, Inc. (NYSE:RSG - Free Report) by 72.3% during the first...
Callan Family Office LLC Has $830,000 Position in General Dynamics Corporation (NYSE:GD)
Callan Family Office LLC reduced its stake in General Dynamics Corporation (NYSE:GD - Free Report) by 23.7% during the first...
Callan Family Office LLC Makes New $304,000 Investment in Alibaba Group Holding Limited (NYSE:BABA)
Callan Family Office LLC bought a new position in shares of Alibaba Group Holding Limited (NYSE:BABA - Free Report) during...
Jolly Bubble Secures Pre-A Funding to Expand Across North America and Innovate Kids’ Indoor Entertainment
Toronto, Ontario--(Newsfile Corp. - August 15, 2025) - Jolly Bubble Group, an emerging leader in North America's family entertainment sector,...
Audax Strategic Capital: $1.3 Billion Raised For Inaugural Fund
Audax Strategic Capital (ASC), part of Audax Private Equity, has closed its first fund, the Audax Private Equity Solutions Fund,...
Financial Gravity Welcomes New Family Office Director Loren James Grabau
AUSTIN, TX / ACCESS Newswire / August 14, 2025 / Financial Gravity Companies, Inc. (OTC:FGCO) ("Financial Gravity") welcomes Loren James...
Mavrk Capital closes second equity fund for produce sector
MAVRK Capital, an asset manager based in Bakersfield, California, combining agricultural expertise with financial strategy, has completed the first close...
Mapletree sells Woolworths distribution hub to family office for $60m
Mapletree takes $8m loss on Woolworths logistics sale
VestGen Wealth Partners Adds 25-Year Industry Veteran as Chief Investment Officer
Robert Hostetter will develop and implement comprehensive, innovative and client-centric investment strategies for fast-growing firm.
Callan Family Office LLC Reduces Stock Holdings in SAP SE (NYSE:SAP)
Callan Family Office LLC reduced its position in SAP SE (NYSE:SAP - Free Report) by 18.7% in the first quarter,...
U.S. Bancorp (NYSE:USB) Shares Sold by Callan Family Office LLC
Callan Family Office LLC lowered its stake in U.S. Bancorp (NYSE:USB - Free Report) by 41.5% during the first quarter,...
Unilever PLC (NYSE:UL) Shares Sold by Callan Family Office LLC
Callan Family Office LLC trimmed its position in Unilever PLC (NYSE:UL - Free Report) by 24.2% in the first quarter,...
Callan Family Office LLC Has $1 Million Stock Holdings in Duke Energy Corporation (NYSE:DUK)
Callan Family Office LLC decreased its holdings in shares of Duke Energy Corporation (NYSE:DUK - Free Report) by 32.9% in...
Callan Family Office LLC Sells 2,288 Shares of Toyota Motor Corporation (NYSE:TM)
Callan Family Office LLC cut its holdings in Toyota Motor Corporation (NYSE:TM - Free Report) by 28.3% in the 1st...
Callan Family Office LLC Cuts Stake in HSBC Holdings plc (NYSE:HSBC)
Callan Family Office LLC lowered its position in shares of HSBC Holdings plc (NYSE:HSBC - Free Report) by 24.8% in...
Callan Family Office LLC Has $1.10 Million Holdings in Eni SpA (NYSE:E)
Callan Family Office LLC cut its position in Eni SpA (NYSE:E - Free Report) by 18.3% during the first quarter,...
Callan Family Office LLC Grows Stock Holdings in Ferrari N.V. (NYSE:RACE)
Callan Family Office LLC increased its stake in shares of Ferrari N.V. (NYSE:RACE - Free Report) by 146.3% during the...
Callan Family Office LLC Sells 665 Shares of Linde PLC (NASDAQ:LIN)
Callan Family Office LLC lessened its position in Linde PLC (NASDAQ:LIN - Free Report) by 19.3% during the 1st quarter,...
HDFC Bank Limited (NYSE:HDB) Stock Holdings Decreased by Callan Family Office LLC
Callan Family Office LLC lowered its stake in HDFC Bank Limited (NYSE:HDB - Free Report) by 18.6% in the 1st...
Callan Family Office LLC Reduces Holdings in Danaher Corporation (NYSE:DHR)
Callan Family Office LLC trimmed its stake in Danaher Corporation (NYSE:DHR - Free Report) by 16.4% during the first quarter,...
Callan Family Office LLC Reduces Stock Position in McDonald’s Corporation (NYSE:MCD)
Callan Family Office LLC lowered its position in shares of McDonald's Corporation (NYSE:MCD - Free Report) by 32.2% in the...
Callan Family Office LLC Decreases Stock Position in AutoZone, Inc. (NYSE:AZO)
Callan Family Office LLC lessened its stake in shares of AutoZone, Inc. (NYSE:AZO - Free Report) by 26.1% during the...
CVS Health Corporation (NYSE:CVS) Stock Holdings Increased by Callan Family Office LLC
Callan Family Office LLC boosted its position in CVS Health Corporation (NYSE:CVS - Free Report) by 59.0% in the 1st...
H.I.G. WhiteHorse Announces Close of $5.9B New Middle Market Lending Fund IV
H.I.G. WhiteHorse, the direct lending credit affiliate of H.I.G. Capital, a global alternative asset management firm with $70 billion of...
Callan Family Office LLC Trims Holdings in Arista Networks, Inc. (NYSE:ANET)
Callan Family Office LLC decreased its position in shares of Arista Networks, Inc. (NYSE:ANET - Free Report) by 20.1% in...
UK Non-Dom Tax Reforms: Navigating Geopolitical and Fiscal Risks in a Shifting Wealth Landscape
UK Non-Dom Tax Reforms: Navigating Geopolitical and Fiscal Risks in a Shifting Wealth Landscape
Global Family Office Sector Wants More Alternative Investment; Infrastructure Big Favourite
There's been a steady drumbeat of talk about how wealth managers, including family offices, are keen to load up on...
Family office buys Richmond freehold for $2m above reserve
Church Street property in furniture precinct draws 50 bids
Ex-D.A. Davidson gatekeeper lands at $2.7bn family office
After joining D.A. Davidson in 2024, Jack Dolan has left the firm for a new role at the $2.7bn Parcion...
Ex-D.A. Davidson gatekeeper lands at $2.8bn family office
After joining D.A. Davidson in 2024, Jack Dolan has left the firm for a new role at the $2.8bn Parcion...
Callan Family Office LLC Grows Stake in Occidental Petroleum Corporation (NYSE:OXY)
Callan Family Office LLC grew its position in shares of Occidental Petroleum Corporation (NYSE:OXY - Free Report) by 26.7% in...
Shell PLC Unsponsored ADR (NYSE:SHEL) Position Decreased by Callan Family Office LLC
Callan Family Office LLC trimmed its position in Shell PLC Unsponsored ADR (NYSE:SHEL - Free Report) by 10.6% in the...
Callan Family Office LLC Grows Stock Holdings in MetLife, Inc. (NYSE:MET)
Callan Family Office LLC raised its position in shares of MetLife, Inc. (NYSE:MET - Free Report) by 11.4% during the...
The Home Depot, Inc. (NYSE:HD) Stake Lessened by Callan Family Office LLC
Callan Family Office LLC trimmed its stake in shares of The Home Depot, Inc. (NYSE:HD - Free Report) by 36.1%...
Callan Family Office LLC Has $3.91 Million Holdings in Exxon Mobil Corporation (NYSE:XOM)
Callan Family Office LLC lessened its stake in Exxon Mobil Corporation (NYSE:XOM - Free Report) by 12.0% in the 1st...
Callan Family Office LLC Sells 23,347 Shares of Wells Fargo & Company (NYSE:WFC)
Callan Family Office LLC lessened its stake in shares of Wells Fargo & Company (NYSE:WFC - Free Report) by 23.7%...
Blackstone Inc. (NYSE:BX) Shares Bought by Callan Family Office LLC
Callan Family Office LLC lifted its stake in shares of Blackstone Inc. (NYSE:BX - Free Report) by 275.8% during the...
Callan Family Office LLC Raises Stock Position in Chevron Corporation (NYSE:CVX)
Callan Family Office LLC boosted its position in shares of Chevron Corporation (NYSE:CVX - Free Report) by 45.2% in the...
Callan Family Office LLC Cuts Stock Position in The Walt Disney Company (NYSE:DIS)
Callan Family Office LLC lessened its stake in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 28.6%...
Delivering family office services critical to advisor success
Stan Gregor, Chairman & CEO of Summit Financial Holdings, explores how RIAs can meet growing demand for family office-style services...
Family Harmony By Design: Introducing The ‘Relational Steward’
The following article from experts on family governance and related issues explains a concept – the 'relational steward' – and...
Former RSSC President Andrea DeMarco Pivots Away from Travel, Joins Arthur Blank Family Office
Arthur M. Blank is the co-founder of Home Depot and current owner of the NFL’s Atlanta Falcons.
H.I.G. WhiteHorse Closes $5.9 Billion H.I.G. WhiteHorse Middle Market Lending Fund IV
H.I.G. WhiteHorse, the direct lending credit affiliate of H.I.G. Capital, a leading global alternative asset management firm with $70 billion...
Middle East Private Equity Market Size to Hit USD 35,521.5 Million by 2033
Middle East private equity market size reached USD 19,732.4 Million in 2024. Looking forward, IMARC Group expects the market to...
Arthur M. Blank Family Office gets new CEO
Andrea DeMarco will take the helm of the Arthur M. Blank Family Office on Oct. 6.
Family offices pivot to invest in greener data: ‘the new oil’
Sustainability linked to digital infrastructure is an increasingly important investment priority for family offices looking to ‘future-proof’ portfolios for an...
ImpactAlpha LP/GP: From Singapore, Tsao Family Office seeks impact in Africa
Greetings, Agents of Impact! Welcome to this week’s ImpactAlpha LP/GP, where we take you inside the real business of impact...
Callan Family Office LLC Increases Stock Holdings in Invesco QQQ (NASDAQ:QQQ)
Callan Family Office LLC increased its holdings in Invesco QQQ (NASDAQ:QQQ - Free Report) by 87.1% in the first quarter,...
Callan Family Office LLC Raises Holdings in GE Aerospace (NYSE:GE)
Callan Family Office LLC increased its holdings in GE Aerospace (NYSE:GE - Free Report) by 18.6% in the 1st quarter,...
Callan Family Office LLC Reduces Stock Position in Walmart Inc. (NYSE:WMT)
Callan Family Office LLC cut its stake in Walmart Inc. (NYSE:WMT - Free Report) by 26.0% in the first quarter,...
From Singapore, Tsao Family Office expands the LP pool for impact strategies in Africa
The first close of an innovative private-credit strategy for small and mid-sized businesses in Africa included many of the usual...
Xtreme Asset Management Limited Announces Enhanced Cybersecurity with U.S. Server Migration
HONG KONG, Aug. 12, 2025 (GLOBE NEWSWIRE) -- Xtreme Asset Management Limited, a Hong Kong-registered and SFC-regulated investment and wealth...
Family Wealth Office Market Is Going to Boom | Major Giants Bessemer Trust, Lombard Odier, Northern Trust
HTF MI just released the Global Family Wealth Office Market Study, a comprehensive analysis of the market that spans more...
Biltmore Family Office LLC Increases Position in The Home Depot, Inc. (NYSE:HD)
Biltmore Family Office LLC boosted its holdings in The Home Depot, Inc. (NYSE:HD - Free Report) by 76.2% during the...
Fiduciary Family Office LLC Invests $252,000 in The Allstate Corporation (NYSE:ALL)
Fiduciary Family Office LLC acquired a new position in The Allstate Corporation (NYSE:ALL - Free Report) in the first quarter,...
Fiduciary Family Office LLC Purchases New Position in Kinsale Capital Group, Inc. (NYSE:KNSL)
Fiduciary Family Office LLC purchased a new stake in Kinsale Capital Group, Inc. (NYSE:KNSL - Free Report) in the 1st...
Fiduciary Family Office LLC Buys Shares of 6,230 Fortune Brands Innovations, Inc. (NYSE:FBIN)
Fiduciary Family Office LLC bought a new stake in Fortune Brands Innovations, Inc. (NYSE:FBIN - Free Report) during the first...
Fiduciary Family Office LLC Purchases Shares of 3,191 Ares Management Corporation (NYSE:ARES)
Fiduciary Family Office LLC bought a new position in Ares Management Corporation (NYSE:ARES - Free Report) during the 1st quarter,...
Biltmore Family Office LLC Raises Position in Lowe’s Companies, Inc. (NYSE:LOW)
Biltmore Family Office LLC lifted its position in shares of Lowe's Companies, Inc. (NYSE:LOW - Free Report) by 102.5% during...
Biltmore Family Office LLC Raises Stock Holdings in Chevron Corporation (NYSE:CVX)
Biltmore Family Office LLC boosted its stake in shares of Chevron Corporation (NYSE:CVX - Free Report) by 238.2% during the...
Biltmore Family Office LLC Has $1.45 Million Holdings in McDonald’s Corporation (NYSE:MCD)
Biltmore Family Office LLC raised its holdings in shares of McDonald's Corporation (NYSE:MCD - Free Report) by 47.6% during the...
Fiduciary Family Office LLC Takes Position in Hershey Company (The) (NYSE:HSY)
Fiduciary Family Office LLC purchased a new stake in shares of Hershey Company (The) (NYSE:HSY - Free Report) in the...
Getting Service Formula Right For Family Offices – In Conversation With Northern Trust
We recently talked to the US-headquartered group about how it goes about serving family offices and the trends it sees...
Summary Of M&A Deals In North American Wealth Management
A round-up of the main transactions involving North American wealth management during April, May and June this year.
New bank to manage wealth of the super-rich
Co-founder of Metro Bank turns his attention to people with $30 million in investable assets and family offices looking after...
150 Shares in AutoZone, Inc. (NYSE:AZO) Purchased by Fiduciary Family Office LLC
Fiduciary Family Office LLC purchased a new position in AutoZone, Inc. (NYSE:AZO) during the 1st quarter, according to the company...
Fiduciary Family Office LLC Purchases New Stake in Linde PLC (NASDAQ:LIN)
Fiduciary Family Office LLC purchased a new stake in Linde PLC (NASDAQ:LIN - Free Report) during the first quarter, according...
Exxon Mobil Corporation (NYSE:XOM) Stake Boosted by Fiduciary Family Office LLC
Fiduciary Family Office LLC increased its stake in Exxon Mobil Corporation (NYSE:XOM - Free Report) by 147.3% during the first...
4,852 Shares in The Clorox Company (NYSE:CLX) Purchased by Fiduciary Family Office LLC
Fiduciary Family Office LLC acquired a new position in The Clorox Company (NYSE:CLX - Free Report) in the 1st quarter,...
Fiduciary Family Office LLC Invests $1.16 Million in PepsiCo, Inc. (NASDAQ:PEP)
Fiduciary Family Office LLC acquired a new position in shares of PepsiCo, Inc. (NASDAQ:PEP - Free Report) in the 1st...
Realtor DRA inks pact with Philippines’ Balajadia Family office to invest $100 mn
DRA Group has signed a pact with Philippines-based Balajadia Family office to jointly develop a commercial project with an estimated...
Balajadia Family Office to invest $100 million with DRA Group in Indian commercial, retail projects
The Phase 1 real estate portfolio will comprise the development of one million sq ft of Grade-A commercial assets across...
Family office deal-making slides with some bright spots in Europe
Rattled by tariffs, investment firms of the ultra-wealthy look overseas.
Investors from across Asia flock to Saudi property market as kingdom readies for 2026 foreign ownership reforms
The investor influx comes as Saudi Arabia implements sweeping reforms allowing foreign ownership of residential property for the first time.
Samuel and Co Trading Announces Strategic Partnership with Bryan Lloyd Family Office to Accelerate Growth and Launch New Investment Products
ACCESS Newswire is the leading global press release distribution service. Tell your story and reach millions of journalists. Contact us...
The top asset managers winning the family office race in 2025
Top firms managing family office assets in 2025, led by Northern Trust and Morgan Stanley.
PE emerges as a winner in large family offices’ plans to add private assets
There’s an increased appetite this year for growth equity and buyout strategies, particularly among global family offices with $1bn-plus in...
Equity Group Investments Scales Up Direct Deals With Family Capital and PE Precision
The firm that real estate investor and philanthropist Sam Zell founded to manage his wealth, Equity Group Investments, is part...
Oligarch’s Heirs Reveal Wall Street Bets in Family Office Revamp
Badri Patarkatsishvili’s family set up a firm to manage his multibillion-dollar fortune after the mustachioed Georgian tycoon died suddenly at...
Family Office Market to Expand Rapidly Over Next Decade
HTF MI recently introduced Global Family Office Market study with 143 pages in depth overview describing about the Product Industry...