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.
Hong Kong’s efforts to attract ultra rich scrutinised by family offices
[HONG KONG] Hong Kong is going all-in to lure family offices and cement its place on the global wealth map.
Hong Kong’s Efforts to Attract Ultra Rich Scrutinized by Family Offices
Hong Kong is going all-in to lure family offices and cement its place on the global wealth map.
Women’s health supplement brand Moom Health bags S$3.5 million funding
[SINGAPORE] Women’s health supplement brand Moom Health announced on Monday (Apr 14) that it has raised S$3.5 million in a...
Landmark Properties JV Buys Atlanta Campus
A joint venture between Landmark Properties and Westlake Capital has acquired Northcreek Office Park, a Class A office campus in...
J.P. Morgan PB Adds Managing Director in Hong Kong
The private banking unit of J.P. Morgan has added an investment veteran to join its Hong Kong office.
UAE, Hong Kong Family Offices Groups Sign Co-operation Pact
While Hong Kong and the United Arab Emirates are, in some ways, rival wealth hubs, they are also collaborators –...
Family Office Research LLC Buys New Stake in NVR, Inc. (NYSE:NVR)
Family Office Research LLC acquired a new stake in shares of NVR, Inc. (NYSE:NVR - Free Report) in the 4th...
Family Office Research LLC Takes Position in Nuveen Churchill Direct Lending Corp. (NYSE:NCDL)
Family Office Research LLC acquired a new position in shares of Nuveen Churchill Direct Lending Corp. (NYSE:NCDL - Free Report)...
18,956 Shares in Marriott Vacations Worldwide Co. (NYSE:VAC) Purchased by Family Office Research LLC
Family Office Research LLC purchased a new position in shares of Marriott Vacations Worldwide Co. (NYSE:VAC - Free Report) during...
Family Office Research LLC Buys New Shares in Meta Platforms, Inc. (NASDAQ:META)
Family Office Research LLC acquired a new position in Meta Platforms, Inc. (NASDAQ:META - Free Report) during the 4th quarter,...
Family Office Research LLC Takes Position in RTX Co. (NYSE:RTX)
Family Office Research LLC bought a new stake in RTX Co. (NYSE:RTX - Free Report) during the 4th quarter, according...
NVIDIA Co. (NASDAQ:NVDA) is Callan Family Office LLC’s 4th Largest Position
Callan Family Office LLC boosted its position in NVIDIA Co. (NASDAQ:NVDA - Free Report) by 794.7% during the 4th quarter,...
Matter Family Office Named Family Wealth Awards Finalist
Honored for Excellence: Finalist in Multi-Family Office & Thought Leadership at 2025 Family Wealth Report Awards. ST. LOUIS, MO /...
Family offices deals are getting larger and more complex. Trump’s tariffs could put that on pause
Family offices are doing more deals worth $25 million or more.
Family offices deals were booming but Trump’s tariffs have put an end to that
Family offices are doing more deals worth $25 million or more.
Former family office DIG Ventures raises $100m for first institutional fund
European software investor DIG Ventures has closed its first institutional fund on $100m, targeting B2B SaaS, AI and cloud infrastructure...
Stress-Tested: What Volatility Reveals About Family Office Readiness
Market volatility is a harsh but necessary wake-up call, especially for family offices and wealth management organizations.
Australian Billionaire to Face Deposition in Tudor Jones Suit
Australian mining billionaire Andrew “Twiggy” Forrest was ordered to sit for a seven-hour deposition as his US legal battle intensifies...
The three pillars of impact for single family office Rumah Group | ESG
Rumah Group, a Singapore-based single family office, explains how it is carving out a thoughtful approach to decarbonisation, with a...
Secretive Family Behind C&A Opens $39 Billion Empire to Outsiders
The dynasty that owns the retail chain is shedding its traditional secrecy to attract more outside investors as it seeks...
Wisconsin family office agrees to near $11 million settlement for PPP loan violations
WISCONSIN (WFRV) – A group of affiliated companies controlled by a family office in Wisconsin has agreed to pay nearly...
EFOA, HKAWL join hands to boost ties between family office associations in HK, Middle East
HKAWL and EFOA will explore potential areas of cooperation and support for each organisation’s activities.
How Are Family Offices Building Smarter Wealth? Structural Alpha (11 Examples)
What if the smartest Family Offices aren’t chasing the market? What if they’re outsmarting it by design? The most effective...
How The Rager Family Office’s Jason Rager’s Entrepreneurial Journey Led Him from Programming to Finance
Jason Rager is an entrepreneur, investor, and financial executive with almost three decades of business experience. As Chairman and Chief...
Emirates Family Office Association teams up with Hong Kong Academy
Emirates Family Office Association (EFOA) has inked a strategic Memorandum of Understanding (MoU) with the Hong Kong Academy for Wealth...
What is a Certification Process?
If you read our security content series, you’ll know that DiliTrust has held the ISO/IEC 27001:2013 certification relating to information...
LegalTech in the Energy and Utility Sector: Powering Compliance and Reshaping Governance
The energy and utility sector are – just like many complex industries – a highly regulated environment. With rising ESG...
How to Optimize Your Proposals and Resolutions Process
Board meetings shape strategic decision-making within a company. This is essential to maintaining good corporate governance, since these meetings establish...
Delegation of Power: A Comprehensive Guide for Organizational Success
Delegation of power stands as a fundamental principle in modern business management. This strategic approach to distributing authority throughout an...
What is a Contract Database?
Every contract signed by a company constitutes a valuable legal record: obligations, responsibilities, deadlines, penalties… Yet most legal departments have...
What is a Contract Audit and Why is it Important
Most organizations operate with hundreds, even thousands, of active contracts. From vendor agreements and employment terms to IP licenses and...
Understanding Fiduciary Duty: Core Principles and Responsibilities in Corporate Governance
Fiduciary duty represents one of the most significant legal obligations in business and professional relationships. This fundamental concept establishes the...
The Essential Guide to Business Decision-Making Process
Amid increasing business complexity, the ability to make sound decisions efficiently separates successful organizations from those which struggle. An effective...
Regulatory Compliance: The Foundation of Effective Corporate Governance
Regulatory compliance forms the backbone of sound corporate governance, establishing a framework through which organizations protect themselves, their stakeholders, and...
Contract Strategy for Financial Transactions: Why it matters
Having contracts organized is a critical component of effective business management no matter your industry. When it comes to financial...
Family Office Tracker: Here’s The List Of 200+ Investors Betting Big On Startups
Traditionally focused on managing real estate, equity, and fixed-income portfolios, family offices in India have broadened their horizons to include...
Emirates Family Office Association partners with The Hong Kong Academy for Wealth Legacy
Strategic partnership will promote networking and knowledge exchange between the family office hubs.
Singapore’s New Family Office Scandal Prompts Questions in Parliament
The MAS tells parliament it will not add additional governance requirements and compliance controls to family-controlled entities benefiting from tax...
Fidelity nabs Tom Thumb-anchored retail center in the Dallas area from family office
Grocery-anchored retail centers have enduring appeal to investors, brokers say
Knight Foundation names new CIO from Walton family office
Rebecca Carland has been named the chief investment officer of the John S. and James L. Knight Foundation, according to...
Fidelity buys Plano shopping center from local family offices
With retail roaring in Dallas suburbs, some local family investors are cashing out. The financial services giant Fidelity has acquired...
For effective green investing, go brown
Avoiding companies that are large GHG emitters won't help the planet or your portfolio.
Titanbay names AllianceBernstein family office exec to lead distribution
London-based private markets platform Titanbay appointed Sheryl Needham as global head of distribution.
Private bank Bergos announces family office solutions unit
Bergos Crossroad will also be available to customers who do not use Bergos for private banking.
What Makes for a Mature Family Office?
Tracing the five stages of growth – from inception to complete independence.
Former Syz Group managing partner moves to Dubai to head family office
The Swiss private banking veteran has resurfaced in Dubai to head an independent wealth management firm.
Heesen Yachts acquired by Dutch entrepreneur Laurens Last
Heesen Yachts has announced acquisition by Dutch entrepreneur Laurens Last.
Family Offices News Q1 2025: Making Sense Of The Headlines
From tax code rewrites in Asia to emerging AI-first strategies, family offices didn't just respond to change—some authored it.
Family Offices In Q1 2025: Making Sense Of The Headlines
From tax code rewrites in Asia to emerging AI-first strategies, family offices didn't just respond to change—some authored it.
Lam Research Co. (NASDAQ:LRCX) Position Increased by Biltmore Family Office LLC
Biltmore Family Office LLC increased its position in Lam Research Co. (NASDAQ:LRCX - Free Report) by 900.0% in the fourth...
Biltmore Family Office LLC Boosts Stock Holdings in Lam Research Co. (NASDAQ:LRCX)
Biltmore Family Office LLC increased its position in Lam Research Co. (NASDAQ:LRCX - Free Report) by 900.0% in the fourth...
How Copia Wealth Studios is Transforming Family Office Wealth Management
Explore how Copia Wealth uses ByAllAccounts, part of Morningstar Wealth, for efficient wealth data aggregation, data accuracy, and improved financial...
Strategies for Family Practice CPAs – The Accounting Technology Lab Podcast
Randy Johnston and Brian Tankersley, CPA, discuss strategies needed to efficiently run a family tax and accounting practice. Watch the...
Family offices pause dealmaking in March on trade war fears
Ultra-rich families are reexamining their portfolio companies and worrying about the operating businesses responsible for their wealth.
Exclusive | Hong Kong’s soon-to-open art-storage facility is an incentive for family offices
The complex at Skytopia airport city will be ready this year or early next year and enhance Hong Kong’s role...
Singapore’s family office boom drives investment platform Moonfare’s APAC growth
Moonfare allows individuals to invest in funds of firms like KKR and EQT.
Safety In Protecting, Transferring Assets – Monaco Conference
This news service joined a conference in Monaco, hosted by Trustconsult, under the theme of 'Global threats on you and...
Safety In Protecting, Transferring Assets â Monaco Conference
This news service joined a conference in Monaco, hosted by Trustconsult, under the theme of 'Global threats on you and...
University of West Florida gets $500K endowment from prominent lawyer John W. Merting
A half-million contribution will establish a UWF office that will augment prestigious scholarships and endowments for students and faculty.
Family offices are moving money out of the U.S. on tariff and economic fears
At his Singapore-based family office, Srihari Kumar has long favored U.S. investments.
Family offices are moving money out of the U.S. on tariff, economic fears
Even before President Donald Trump's bombshell tariff announcement Wednesday afternoon, family offices are rethinking their investments in the U.S.
Council Post: Women: The Time To Take Control Of Your Financial Future Is Now
Here are steps you can take to begin shaping your financial legacy.
Boston Family Office LLC Invests $243,000 in Kenvue Inc. (NYSE:KVUE)
Boston Family Office LLC purchased a new position in shares of Kenvue Inc. (NYSE:KVUE - Free Report) during the fourth...
Boston Family Office LLC Takes Position in Kenvue Inc. (NYSE:KVUE)
Boston Family Office LLC purchased a new position in shares of Kenvue Inc. (NYSE:KVUE - Free Report) during the fourth...
Boston Family Office LLC Raises Stock Position in Monolithic Power Systems, Inc. (NASDAQ:MPWR)
Boston Family Office LLC increased its holdings in Monolithic Power Systems, Inc. (NASDAQ:MPWR - Free Report) by 1,031.6% in the...
Monolithic Power Systems, Inc. (NASDAQ:MPWR) Shares Bought by Boston Family Office LLC
Boston Family Office LLC increased its holdings in Monolithic Power Systems, Inc. (NASDAQ:MPWR - Free Report) by 1,031.6% in the...
UBS recognized as “The Middle East’s Best for Family Office Services” in Euromoney’s 2025 Private Banking Awards
UBS received 22 awards across various categories.
Family Office: The World’s Fastest Wealth Generators
Family offices have now transitioned from mere wealth preservation to active wealth generation.
A $500,000 gift establishes the John W. Merting Family Office of Research and Intellectual Growth at UWF
A $500,000 gift from the Merting Family has established the Merting Family Fellowship Support Endowment, which will fund the John...
Northern Trust Expands Global Family Office Services
Northern Trust Wealth Management is expanding its family office suite of services by launching Family Office Solutions, a new offering...
Northern Trust’s New Family Office Solutions Targets Forbes 400 Elite With Premium Wealth Services
Premium wealth management service combines institutional-grade investments with comprehensive family office solutions. Serves 30% of Forbes 400. Full analysis inside.
Tampa’s Stuart Lasher raises $50M with local real estate pros for second private credit fund
Tampa real estate magnate Edward DeBartolo and local developer Punit Shah are among the well-known names that put up capital...
Financial Gravity Welcomes New Family Office Director Will Sparks
AUSTIN, TX / ACCESS Newswire / April 2, 2025 / Financial Gravity Companies, Inc. (OTC PINK:FGCO) ("Financial Gravity") welcomes Will...
Nestlé S.A. (OTCMKTS:NSRGY) Shares Sold by Boston Family Office LLC
Boston Family Office LLC reduced its stake in shares of Nestlé S.A. (OTCMKTS:NSRGY - Free Report) by 17.0% during the...
AptarGroup, Inc. (NYSE:ATR) Shares Sold by Boston Family Office LLC
Boston Family Office LLC lessened its stake in AptarGroup, Inc. (NYSE:ATR - Free Report) by 1.2% in the 4th quarter,...
Boston Family Office LLC Sells 356 Shares of ServiceNow, Inc. (NYSE:NOW)
Boston Family Office LLC lowered its position in ServiceNow, Inc. (NYSE:NOW - Free Report) by 1.6% during the 4th quarter,...
Boston Family Office LLC Sells 1,451 Shares of Marsh & McLennan Companies, Inc. (NYSE:MMC)
Boston Family Office LLC cut its holdings in shares of Marsh & McLennan Companies, Inc. (NYSE:MMC - Free Report) by...
Boston Family Office LLC Sells 6,365 Shares of Zoetis Inc. (NYSE:ZTS)
Boston Family Office LLC lessened its position in Zoetis Inc. (NYSE:ZTS - Free Report) by 18.8% during the 4th quarter,...
Allie Family Office LLC Invests $418,000 in Tesla, Inc. (NASDAQ:TSLA)
Allie Family Office LLC acquired a new stake in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) in the fourth...
Most interesting and important sector: Asia’s family offices are putting their money in AI
“Our family office clients are focusing on this as perhaps the most interesting and important sector,” UBS’ LH Koh says...
RB Family Office markets Mosque Street asset amid increasing buzz in shophouse hotel scene
[SINGAPORE] The shophouse hotel investment sales market is seeing more buzz lately, with one property being put up for sale...
Indian family offices drawn to startups in fintech, AI: PwC
India's fintech sector is rapidly growing, with startups making significant contributions with support and investments from ultra-wealthy family offices.
Azura Appoints Former Monaco Government Figure; Continues Growth
Formed in 2019, the wealth management firm, focusing on UHNW clients, has expanded to attain almost $5 billion in AuM.
Stonehage Fleming Names New Head Of Jersey Family Office
Jersey-headquartered Stonehage Fleming, an independently owned multi-family office, makes senior promotion.
11 Family Offices for Startups to Tap Into in the Nordics
Family offices in the Nordics are quietly shaping the startup ecosystem. From legacy wealth to founder-led firms, here are 11...
Redefining Private Markets Access: New Investment Firm PeakAlts Empowers RIAs & Family Offices with Curated Alternatives Solutions
Peak Altitude Partners ("PeakAlts"), an investment firm that provides alternative asset solutions to the private wealth segment, announces its launch....
Side Letter: How to raise family capital
IR experts share top tips for raising capital from family offices. Plus: Inflexion sets up shop in Singapore; and a...
Zurich multi-family office appoints two new CIOs
Two for the price of one: Quilvest has appointed Roger Frey’s successors and unbundled the CIO role.
The Evolution of Family Office Structures in Hong Kong: A Strategic Guide to Regulatory and Structuring Considerations. Part 1: Regulatory Compliance
In the first instalment of this two-part series, we explore Hong Kong's evolving family office landscape, alongside the regulatory considerations...
FORCE Family Office And Wilson Sonsini To Host Family Office Breakfast In San Francisco
Force Family Office has partnered with leading law firm Wilson Sonsini Goodrich & Rosati to host a breakfast for Family...
DL Holdings Announces Share Transfer and ESOP Scheme for DL Digital Family Office
The latest announcement is out from DL Holdings Group Limited ( ($HK:1709) ). DL Holdings Group Limited, a company incorporated...
Click Ventures leverages tech and collaboration for scalable impact
Jenni Risku of Click Ventures, a Singapore and Hong Kong based single family office highlights the growing role of community-building...
The family office CEO using AI to find micro-VC gems
Isabel Azoulay is betting big on small: the Front Row founder reveals why she’s all in on micro-VCs, AI and...
Family Offices Not Doing Enough To Thwart Cyber Attacks – Study
Family offices are experiencing cyber attacks but a recent Deloitte report says too few of these organisations have protection in...
UBS expands wealth service to target Australia’s mining capital
UBS Group promoted Tim Clemenger to be its first client adviser for wealth management based in Perth, the Swiss bank’s...
Building A Family Office? 9 Startup Principles To Guide Your Journey
Bring a startup mindset to find the essential first hires, technology stack, operational framework in a new family office, from...
The Startup Mindset For Family Offices: Why Clarity Of Purpose Is The First Investment
Just like mission-driven startups, that exist to solve a great problem, a clear purpose can help a family office reach...
Harsh Mariwala on grooming the next generation, his family office, and Marico’s D2C bets
Harsh Mariwala advocated for business families to involve their children in entrepreneurship while fostering a culture of hard work. He...
Another 150 family offices express interest in setting up in Hong Kong
Vibrant welcoming city, where art thrives, is part of the attraction compared with regional rivals, says InvestHK director general Alpha...
Family Offices Bring New Vibrancy to Global Investment
The world is in the middle of the biggest family wealth transfer ever seen which means more capital is creating...
Hong Kong Still Competitive in Asia Family Office Push
How Hong Kong continues to take on Singapore as a regional hub for family offices was front and center when...
Cybersecurity Single Biggest Risk to Family Offices
Cybersecurity is the single biggest risk to family office assets and reputation Jason Lau, Global Board of Directors, ISACA and...
Hong Kong to Offer More Tax Breaks for Family Offices
Paul Chan, Hong Kong Financial Secretary tells David Ingles the city is planning additional tax concessions for family offices, with...
Family Office Summit 2025 Opening
Bing Li, Head of Asia Pacific, Bloomberg opens the inaugural Bloomberg Family Office Summit.
The Rising Demand for a New Approach to the Family Office
Those complex, sophisticated clients that have outgrown what a traditional multifamily office RIA can offer need somewhere to go.
Family offices do not fear office deals
Private wealth investors are bargain hunting for devalued assets and willing to take on recourse debt to get them.
Tech Essentials for Family Practice CPAs – The Accounting Technology Lab Podcast
In this video and podcast, Randy Johnston and Brian Tankersley, CPA, discuss the fundamentals of the technology needed to efficiently...
Family Office Resource Group Expands Roster with New Client Partnerships, Strengthening Its Position as a Leader in Family Office Solutions
This milestone underscores FORG's reputation for delivering exceptional family office solutions and reinforces its commitment to driving success for its...
Western Europe’s best for family-office services 2025: UBS
Switzerland and Europe continue to drive much of UBS’s global-leading franchise for family office services, cementing its status as a...
North America’s best for family-office services 2025: Bank of America Private Bank
US-based family offices are a key focus of growth and investment for Bank of America Private Bank. Client balances are...
Middle East’s best for family-office services 2025: UBS
UBS has reinforced its leadership in family-office services across the Middle East, leveraging its global scale, institutional expertise and deep...
CEE’s best for family office services 2025: Karman Beyond
Karman Beyond, Turkey’s first independent multi-family office, has achieved significant milestones in redefining wealth management for wealthy and ultra-wealthy families.
Asia’s best for succession planning 2025: JPMorgan Private Bank
As Asia’s ultra-high-net-worth individuals seek increasingly sophisticated wealth management solutions, JPMorgan Private Bank has been distinguished for its tailored approach...
Asia’s best for family-office services 2025: DBS
DBS has been crowned Asia’s best for family-office services, cementing its leadership in serving ultra-high-net-worth families across the region. Judges...
Africa’s best for family-office services 2025: Standard Bank Wealth and Investment
At the heart of Standard Bank Wealth and Investment is the South African lender’s ethos, as it works to cater...
Hong Kong Family Office ‘Nexus’ Launches New Initiatives
A partnership was created last October between the news and business information group and Hong Kong authorities to boost the...
Wealth for Good in Hong Kong Summit 2025 reinforces city’s role as global family office hub, driving innovation, collaboration and lasting legacies
Media OutReach Newswire - Corporate News Releases | HONG KONG SAR - Media OutReach Newswire - 28 March 202
Siddle and Alberts rethink family office strategy for impact
Once fiercely private, family offices like Alberts and Siddle are opening up, embracing collaboration and sustainability to boost their investment...
