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.

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PCM Encore Surpasses $1.2 Billion in Client Assets, Expands Nationwide in First Six Months Serving External Families

Investments Portfolio Management WealthTech United States of America

Built over five years as a single family office, PCM Encore opened to other families six months ago and now...

TradingView

Swiss Chocolate Billionaire Family Boosts Its Private Equity Bet

Family governance Investments Private Equity Switzerland

The dynasty which has amassed one of the biggest fortunes among Swiss chocolate makers is combining two of its investment...

Bloomberg

Ex-Swiss executive takes top multi-family office post at SocGen

Banking Providers Leadership Private Bank France

Valérie Bokobza, who returned to Paris last year after a stint in Société Générale’s since-sold Swiss private banking division, has...

WealthBriefing

AlTi: APAC Leads Creation of New Family Offices

Estate planning Family governance WealthTech China

The Asia Pacific region is the leading engine of wealth creation and, thus naturally, also the establishment of new family...

finews.asia

UBS Global Family Office Report 2025: Key investment trends and strategic shifts among the world’s wealthiest families

Investments Risk Succession planning New York City

UBS’s latest Global Family Office Report reveals key investment shifts, risk concerns, and succession planning trends among wealthy families.

Economy Middle East

Are Family Offices The Next Liquidity Crisis?

Compliance Investments Risk

The author argues that while family offices have historically operated without too much regulatory scrutiny, that may change in the...

WealthBriefing

Safeguarding Generational Wealth: How Family Offices Can Confront Growing Cybersecurity Risks

Cyber Security Estate planning Risk United States of America

In this article, we talk to the headline sponsor of FWR's recent forum on cybersecurity issues about the challenges and...

WealthBriefing

Australia in fastest-growing region for family offices

Estate planning Family governance Succession planning Australia

A new global report has pointed to Australia being part of the fastest-growing region for family office establishments.

Financial Newswire

Operational Excellence Is No Longer Optional For Family Offices

Best Practices Continuous Improvement Operations

What family offices need to know from the latest reports. Operational excellence is no longer optional, it's the foundation of...

Forbes

Family Office & Private Wealth Management Forum 2025

Estate planning Family governance Portfolio Management United States of America

Opal Group presents the Family Office & Private Wealth Management Forum 2025, an Opal Group’s flagship event.

Cryptonomist

CVA Family Office LLC Has $7.10 Million Position in Invesco QQQ (NASDAQ:QQQ)

Investments Listed Stocks & Bonds Portfolio Management United States of America

CVA Family Office LLC raised its holdings in Invesco QQQ (NASDAQ:QQQ - Free Report) by 11.8% during the 1st quarter,...

MarketBeat

Fortitude Family Office LLC Trims Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)

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

Fortitude Family Office LLC reduced its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 13.4%...

MarketBeat

Aleta Unveils Game-Changing Innovation in Family Wealth Management with New Family Office Software

FinTech Software WealthTech United States of America

Aleta, a cutting-edge financial technology company, delivers tailored digital infrastructure for private capital reshaping how family offices manage and grow...

ABNewswire

L. K. Djokoto – Collecting tribal art and leading a family office

Art Family governance Real Estate Ghana

On a tranquil Sunday evening, V. L. K. Djokoto, clothed in a turquoise linen shirt and loose-fitting navy-blue linen trousers,...

Elizabeth H. AVUMEGAH

Fortitude Family Office LLC Sells 10,132 Shares of AT&T Inc. (NYSE:T)

Investments Listed Stocks & Bonds Portfolio Management United States of America

Fortitude Family Office LLC cut its holdings in shares of AT&T Inc. (NYSE:T - Free Report) by 17.5% during the...

MarketBeat

Fortitude Family Office LLC Has $2.17 Million Stock Position in The Home Depot, Inc. (NYSE:HD)

Investments Listed Stocks & Bonds Portfolio Management United States of America

Fortitude Family Office LLC cut its holdings in The Home Depot, Inc. (NYSE:HD - Free Report) by 24.1% in the...

MarketBeat

Fortitude Family Office LLC Trims Position in The Home Depot, Inc. (NYSE:HD)

Investments Listed Stocks & Bonds Portfolio Management United States of America

Fortitude Family Office LLC cut its holdings in The Home Depot, Inc. (NYSE:HD - Free Report) by 24.1% in the...

MarketBeat

Deere & Company (NYSE:DE) Shares Sold by Fortitude Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Fortitude Family Office LLC reduced its stake in shares of Deere & Company (NYSE:DE - Free Report) by 55.9% in...

MarketBeat

Fortitude Family Office LLC Has $245,000 Holdings in Deere & Company (NYSE:DE)

Investments Listed Stocks & Bonds Portfolio Management United States of America

Fortitude Family Office LLC reduced its stake in shares of Deere & Company (NYSE:DE - Free Report) by 55.9% in...

MarketBeat

Fortitude Family Office LLC Sells 4,509 Shares of Walmart Inc. (NYSE:WMT)

Investments Listed Stocks & Bonds Portfolio Management United States of America

Fortitude Family Office LLC trimmed its holdings in Walmart Inc. (NYSE:WMT - Free Report) by 55.5% in the first quarter,...

MarketBeat

Fortitude Family Office LLC Has $317,000 Holdings in Walmart Inc. (NYSE:WMT)

Investments Listed Stocks & Bonds Portfolio Management United States of America

Fortitude Family Office LLC trimmed its holdings in Walmart Inc. (NYSE:WMT - Free Report) by 55.5% in the first quarter,...

MarketBeat

Chevron Co. (NYSE:CVX) Shares Sold by Fortitude Family Office LLC

Investments Listed Stocks & Bonds United States of America

Fortitude Family Office LLC lowered its position in shares of Chevron Co. (NYSE:CVX - Free Report) by 60.5% in the...

MarketBeat

Fortitude Family Office LLC Cuts Stock Position in Iron Mountain Incorporated (NYSE:IRM)

Investments Listed Stocks & Bonds Portfolio Management United States of America

Fortitude Family Office LLC decreased its holdings in shares of Iron Mountain Incorporated (NYSE:IRM - Free Report) by 47.0% in...

MarketBeat

McDonald’s Co. (NYSE:MCD) Shares Sold by Fortitude Family Office LLC

Investments Listed Stocks & Bonds United States of America

Fortitude Family Office LLC decreased its position in McDonald's Co. (NYSE:MCD - Free Report) by 38.5% during the 1st quarter,...

MarketBeat

Episode 43: The Evolution of Family Wealth Management with Henry Brandts-Giesen

Estate planning Family governance Succession planning United Kingdom

In this insightful episode of Family Office Intel, host Edward Marshall sits down with Henry Brandts-Giesen, Global Co-Chair of Dentons...

Dentons

New Family Office Research Reveals that Cross-Border Wealth is on the Rise and Defining Purpose Unlocks Next Gen Engagement

Investments Next Generation Purpose United States of America

AlTi Global, Inc. (“AlTi” or “AlTi Tiedemann Global”) (NASDAQ: ALTI), a leading independent global wealth manager with $76 billion in...

Business Wire

Family Office Research Reveals Major Shift: Cross-Border Wealth Surges as Next-Gen Demands Purpose-Driven Strategy

Next Generation Purpose Strategy United States of America

New study uncovers how global family offices adapt to cross-border wealth, next-gen engagement, and operational challenges. See exclusive insights from...

Stock Titan

Family offices are struggling to recruit and retain staff, and salary isn’t the biggest challenge

Leadership Luxury & Lifestyle Recruitment United States of America

Private investment firms of the ultra-rich need to offer more than hefty paychecks to lure top talent.

CNBC

Family Offices Eye Private Equity, Crypto in Push Beyond Stocks

Cryptocurrency Investments Private Equity United States of America

Family offices are pursuing private equity investments and looking to add digital assets as their portfolios rely less on stocks,...

Bloomberg

Lombard Odier: Family Offices Slash Return Expectations

Investments Investor Behavior Risk management Switzerland

Single family offices were less optimistic in 2025 about the long-term returns of all asset classes except one. A report...

finews.asia

Single-Family Offices Remain Keen On Direct Investing; Challenges Remain

Digital Assets Investments Luxury & Lifestyle Investments United States of America

BNY Wealth has issued a report that drills down into the views of single-family offices worldwide, looking at their views...

WealthBriefing

Family offices are reshaping portfolios amid shifting UHNW priorities

Cryptocurrency Luxury & Lifestyle Investments Portfolio Management United States of America

Private capital, crypto and collectibles dominate SFO outlook.

Key Media

Family Offices Lean Further Into Alts, Crypto and BNY Wealth’s annual single-family-office report revealed that 74% of respondents look more favorably on cryptocurrency since the U.S. presidential election.

Cryptocurrency Digital Assets Investments United States of America

BNY Wealth’s annual single-family-office report revealed that 74% of respondents look more favorably on cryptocurrency since the U.S. presidential election.

Chief Investment Officer

Fidelity Family Office Veteran Launches Quality Growth ETF: Inside HGRO’s Unique Investment Strategy

Investments Listed Stocks & Bonds Portfolio Management United States of America

Discover how this new actively managed ETF targets quality growth stocks under veteran PM Sam Rahman's 30-year expertise. See the...

Stock Titan

Japanese family office pivots to global investment house | Asset Owners

Investments Real Estate Strategy Japan

With roots tracing back to 1912, Chishima Real Estate’s Masaki Toyonaga says the Osaka-based family office is moving from stewardship...

Asian Investor

Coupang, Inc. (NYSE:CPNG) is Duquesne Family Office LLC’s 3rd Largest Position

Investments Listed Stocks & Bonds Portfolio Management United States of America

Duquesne Family Office LLC grew its stake in shares of Coupang, Inc. (NYSE:CPNG - Free Report) by 4.5% during the...

MarketBeat

Duquesne Family Office LLC Buys 5,882,350 Shares of Teva Pharmaceutical Industries Limited (NYSE:TEVA)

Investments Listed Stocks & Bonds Portfolio Management United States of America

Duquesne Family Office LLC boosted its position in Teva Pharmaceutical Industries Limited (NYSE:TEVA - Free Report) by 65.4% in the...

MarketBeat

The best wealth managers in Switzerland

Banking Providers Portfolio Management Private Bank Switzerland

Welcome to the Spear’s ranking of the best wealth managers in Switzerland in 2025, part of the Spear's Wealth Management...

Spear’s

Family office Yaday targets B2B AI scaleups with new €100M Fund

Investments Startups Venture Capital United Arab Emirates United Kingdom United States of America

Yaday has more than 140 direct investments, 17 funds, and active presence across Europe, the US, and the Middle East.

Tech.eu

Narotam Sekhsaria Family Office Backs MS Dhoni‑Backed Garuda Aerospace Ahead of IPO

Investments Startups Venture Capital India

Riding a surge in defence-tech investments and rising drone demand, Garuda Aerospace, India’s leading drone Narotam Sekhsaria Family.

Times Tech

Garuda Aerospace gets Narotam Sekhsaria Family Office backing

Investments Startups Venture Capital India

Garuda Aerospace has raised fresh funding from the Narotam Sekhsaria Family Office ahead of its planned IPO. The MS Dhoni-backed...

Inshorts

Narotam Sekhsaria Family Office Backs IPO-bound Drone Maker Garuda Aerospace

Investments Startups Venture Capital India

Garuda Aerospace, one of India’s fastest-growing drone technology companies, has secured investment from the Narotam Sekhsaria Family Office (NSFO) as...

Business World

How Multi-Family Offices Are Shaping Investment Strategies for HNWIs in CEE

Estate planning Investments Portfolio Management Romania

As high-net-worth individuals (HNWIs) in Central and Eastern Europe seek more structured and sophisticated ways to manage their capital—yet often...

The Recursive

Family Offices Market Valuation to Reach USD 29.8 Billion by 2033 – Industry Expanding at a CAGR of 4.15%

Family governance Investments Portfolio Management United States of America

According to the latest report by IMARC Group titled Family Offices Market Size Share Trends and Forecast by Type Office...

Open PR

Do You Need a Family Office? Four Signs for the Very Wealthy

Estate planning Family governance Succession planning United States of America

You may need a family office if you are a high-net-worth individual, because being wealthy turns a family into a...

Institutional Investor

Family offices recalibrate private assets strategies

Investments Portfolio Management Private Bank

Unlisted investments have long been of interest to family offices, but they are now being persuaded by private bankers to...

PWMNet

Dubai Prince’s decision not to establish family office in Hong Kong rooted in misreporting, reveals Aaron Shum

Family governance Jurisdictions PR & Reputation Management Hong Kong

Dubai's Sheikh Ali Rashed Ali Saeed Al Maktoum, once a hot topic in the city, faced Hong Kong media scrutiny...

Dim Sum Daily

Family Office Governance in 2025: Structuring Ownership and Management for Legal Resilience

Family governance Legal Ownership United States of America

As family offices continue to grow in complexity, size, and cross-border exposure, the need for clear separation between ownership and...

The National Law Review

Family office backs Benson Hill reboot

Investments Private Equity Venture Capital United States of America

Expedition Ag chief executive Mike DeCamp says a successful run for Benson Hill 2.0, rebranded as Confluence Genetics, could help...

Agri Investor

Family offices scale up private equity operations

Family governance Investments Private Equity United States of America

Wealthy families are rewriting the rules of private equity investing, as they professionalise their teams and adapt to market shifts....

PWMNet

Collective Family Office LLC Cuts Stock Holdings in NVIDIA Co. (NASDAQ:NVDA)

Investments Listed Stocks & Bonds Portfolio Management United States of America

Collective Family Office LLC lowered its stake in shares of NVIDIA Co. (NASDAQ:NVDA - Free Report) by 23.2% during the...

MarketBeat

Australia Air Fryer Market Size, Share, Trends and Forecast by 2025-2033

Competitive Analysis Trends Trends Australia

The latest report by IMARC Group titled Australia Air Fryer Market Size Share Trends and Forecast by Product Type Technology...

IMARC Group

Macau’s May Gaming Surge Signals Global Casino Revival

News Trends Macau

Macau’s casino floors burst back to life in May – their richest monthly haul since the pandemic hit – after...

finews.asia

Exploring Japan’s USD 1.82 Billion Family Offices Sector: Trends, Key Players, and Growth Opportunities

Estate planning Succession planning Trends Japan

The Japanese Family Offices market offers growth opportunities driven by intergenerational wealth transfer, an aging population, and increased demand for...

GlobeNewswire

Asia Family Office Expert Resurfaces at US Advisory Firm

Banking Providers Family governance Trust services United States of America

A family office and former executive of UBS and Credit Suisse has joined a US-headquartered advisory firm.

finews.asia

Ex-UBS family office boss joins advisory firm

Banking Providers Family governance Private Bank Switzerland

The Swiss private bank's recently departed global co-head of family advisory has resurfaced.

Institutional Investor

Trust over returns: Why affluent families are fleeing big firms

Behavioral Finance Family governance Trust services United States of America

As families demand holistic guidance, boutique advisors are stepping into a role Wall Street can't fill.

Key Media

Callan Family Office Named a Finalist in Four Categories for the 2025 WealthManagement.com Industry Awards

Estate planning Investments Portfolio Management United States of America

PHILADELPHIA, PA / ACCESS Newswire / June 5, 2025 / Callan Family Office, a registered investment advisor serving ultra-high-net-worth families,...

ACCESS Newswire

Family office deals slow in May with bets on nuclear batteries and AI testers

Impact Innovation Investments United States of America

Billionaire Barry Sternlicht's investment firm is part of a growing group of family offices betting on nuclear energy.

CNBC

Former UBS Banker Takes the Helm of New Zurich Branch at Multi Family Office

Banking Providers Innovation WealthTech Switzerland

Discover how a former UBS banker is leading the new Zurich branch at a multi-family office, driving innovation and wealth...

Retail News Asia

Multi Family Office: Former UBS Banker to Lead New Zurich Branch

Banking Providers Family governance WealthTech Switzerland

Novum Capital Partners has set up shop in Zurich, bringing its independent multi-family office model to Switzerland's largest wealth management...

finews.com

A Finger On The Pulse: Squire Patton Boggs’ Family Office Practice

Family governance Legal Succession planning United States of America

We talk to Squire Patton Boggs about its family office practice, the issues that affect this sector and how the...

Wealth Briefing

What’s the biggest growth challenge for family offices? Ask a chief growth officer.

Innovation Leadership Strategy United States of America

Eddie Brown from Pathstone discusses his "energizing" first six months as CGO, the biggest hurdles confronting family offices today, and...

Wealth Professional

RS&F Partner David Rosen Speaks at Two Prestigious Conferences

Estate planning Financial Reporting Legal United States of America

Rosen featured as presenter at Planning Techniques for Large Estates 2025 and AICPA & CIMA ENGAGE 25 David Rosen Esq.,......

CityBiz

The family office fireside series: CEO/CFO shares how they manage cybersecurity risks

Cyber Security PR & Reputation Management Risk Management

In this interview, the CEO and CFO of one of the world’s largest family offices describes a cyberattack their family...

BizJournals

Emigrant taps Kenneth Eyler from Cresset to enhance family office capabilities

Banking Providers Family governance Trust services United States of America

The privately held bank has onboarded an experienced veteran as it looks to boost support for UHNW clients and the...

Wealth Professional

Nintendo family office invests in indie Japan film studio K2 Pictures

Investments Startups Venture Capital Japan

Deal marks latest Japanese move toward new movie financing model.

Financial Times

Emigrant Bank Announces Appointment of Kenneth M. Eyler, CPA, MBA as Managing Director, Family Office Services

Banking Providers Estate planning Trust services United States of America

Emigrant Bank is pleased to announce that Kenneth M. Eyler, CPA, MBA has joined the firm as Managing Director. Mr....

PR Newswire

Emigrant Bank hires another Cresset alum to lead family office unit

Banking Providers Leadership Recruitment New York City

Ken Eyler joins Mark Rogozinski at the New York City-based company.

Institutional Investor

Seneschal Family Office Highlights Importance of Comprehensive Financial Advisory Services in Tacoma, WA

Estate planning Portfolio Management Succession planning United States of America

Tacoma based Seneschal Family Office educates local consumers on choosing qualified financial advisors. Seneschal Family Office, a leading provider of...

Global News Lines

Why the Family Office of the Future Needs Refreshed Operating Models

Innovation Operations Recruitment United States of America

Advances in tech and a need for talent highlight opportunities for family offices to evolve, Wharton Global Family Alliance survey...

The National Law Review

Abu Dhabi emerges as regional epicenter for global wealth dialogue at Family Office Summit 2025

Family governance Leadership Next Generation United Arab Emirates

Nextgen and female leaders are reshaping family offices with fresh perspectives and dynamic leadership.

Zawya

Ironbark bolsters wealth business with family office acquisition

Family governance Investments WealthTech Australia

Ironbark Investment Partners has acquired a Sydney-based family office business as it looks to double down on the delivery of...

Money Management

Africa: A New Landscape For Family Office Investing

Impact Impact & ESG Investments Nigeria

This article sets out the main reasons why family office investors need to take Africa seriously.

WealthBriefing

Headstart On Record Podcast: How to prepare to inherit a family business

Family governance Mediation & family dynamics Succession planning Singapore

Gaining exposure, cultural conflictions and intergenerational discussions are all part of the road to inheriting a family business. Read more...

The Straits Times

Real Estate Dynamics and Family Office Strategies

Estate planning Family governance Real Estate United States of America

The wealth transfer and the challenges and opportunities for family offices, especially when investing in real estate.

Contentstack

Amid volatility, here’s why Nashville’s wealthy are seeing opportunity in market

Estate planning Investments Succession planning United States of America

UBS wealth managers discuss market volatility, client opportunities and generational wealth planning amid economic uncertainty and trade concerns.

Bizjournals

Lauber Family Office Eyes Three Stockholm Listings This Year

Investments Listed Stocks & Bonds Real Estate Sweden

The Lauber family’s investment firm is working on listing three portfolio companies in Stockholm this year, as the heirs to...

Bloomberg

New Webcast Covers Family Office Hiring Trends; Podcast with Pat Soldano Shares Key Family Biz Research Insights

Family governance Recruitment Tax United States of America

Securing Talent, Family-owned Business Concerns Spotlighted in Two New Online Episodes Now Available WASHINGTON, DC, UNITED STATES, May 30, 2025...

KXAN

RSM Launches Family Office Advanced Leadership Program, Co-Developed with Cornell University

Family governance Leadership Succession planning United States of America

RSM is pleased to announce the launch of its Family Office Advanced Leadership Program, co-developed with Cornell University Executive Education,...

RSM US LLP

Bank von Roll Appoints Family Office Executive as New Chairman

Banking Providers Private Equity Succession planning Switzerland

Gerhard Ammann served as Chairman of the Board at Bank von Roll for 16 years. He has now stepped down....

Finews

Yeovil Town FC taken over by family office of Mr Prabhu Srinivasan

Family governance Governance Ownership United Arab Emirates

There are new faces at Yeovil Town Football Club as the club has confirmed a transition in ownership after a...

Somerset County Gazette

UK Family Office Market Size & Share

Estate planning Investments Portfolio Management United Kingdom

The United Kingdom family office market is experiencing steady growth driven by increasing wealth among ultra high net worth individuals...

Open PR

This advisor hosts seminars for the world’s richest families—her secret is ‘no PowerPoint’

Communication Family governance Leadership United States of America

Samira Salman's pandemic-era Zoom calls for some of the world's richest families have transformed into week-long retreats.

Fortune

UBS Global Family Office Report 2025: All eyes on the global trade war

Investments Risk Strategy Switzerland

UBS has published its annual Global Family Office Report 2025, with insights from 317 single family offices across more than

UBS

Ironbark buys family office firm Mercury Private

Family governance Investments WealthTech Australia

The deal comes amid a period of consolidation in the private wealth industry.

Unknown

Family Office Appoints Senior MD

Investments Leadership Portfolio Management United States of America

The multi-family office, which serves select families and private foundations, has hired a senior managing director to lead its client...

Fin News

Where Real Estate Meets Strategy: Compass Launches Family Office Division

Estate planning Real Estate Strategy United States of America

Compass has established a new division specifically designed to cater to high-net-worth individuals. This initiative underscores the increasingly indistinct boundary...

James Lane Post

QFC, Campden Wealth host Qatar Family Office Showcase

Banking Providers Family governance Investments Qatar

Doha, Qatar: The Qatar Financial Centre (QFC), a leading onshore financial and business hub in the region, partnered with Campden...

The Peninsula Qatar

Global Single Family Office Market Tops $4.67 Trillion, Sets Sights on Public and Private Equity

Investments Portfolio Management Private Equity United Kingdom

With Intelligence Single Family Office Asset Pools 2025 Report Delivers Comprehensive Analysis of Investing Trends Across More Than 3,000 Family...

EIN Presswire

JP CONTE FAMILY OFFICE, LUPINE CREST CAPITAL, JOINS EB CAPITAL INVESTMENT IN PIONEERING BRAZILIAN WASTE-TO-ENERGY COMPANY ORIZON

Impact Investments Private Equity Brazil

eB Capital recently anchored Orizon's follow-on offering with R$640M (~$115M USD) investment.

Victoria Advocate

70% of family offices fear trade war in 2025, finds survey

Data Financial Reporting Risk Luxembourg

Family offices are worried about the fallout from a possible global trade war and keen on using AI to help...

Luxembourg Times

DBS Private Bank BrandVoice: DBS Revolutionizing Global Private Banking For New Generation Of HNWIs

Banking Providers Next Generation Private Bank Singapore

Ultra-wealthy families have traditionally managed their wealth from a single-family office located where their business and family reside.

Forbes

Boston Multi Family Office recognised in The Sunday Times Best Places to Work 2025

Best Practices Leadership Recruitment United Kingdom

Boston Multi Family Office has announced that it has been recognised in the Sunday Times Best Places to Work 2025.

Channel Eye

Henry Brandts-Giesen appointed global co-chair of Dentons’ Family Office and High Net Worth group

Estate planning Family governance Succession planning New Zealand

Henry Brandts-Giesen has been appointed global co-chair of Dentons’ Family Office and High Net Worth (DFO) group. This appointment recognizes...

Dentons

Detroit billionaire Dan Gilbert is using his family office to preserve his empire—and transform a city

Impact Philanthropy Real Estate United States of America

Dan Gilbert is part of a growing class of billionaires using their family offices for strategic purposes well beyond their...

Fortune

India pips China as top investment country: 2025 Global Family Office

Investments Investor Behavior Trends China India

More than a quarter (28 per cent) of family offices are planning to increase their exposure to India over the...

Telangana Today

Young, bold and rich: Ozge Dogan is redefining wealth management for the next gen

Family governance Next Generation WealthTech Qatar

Speaking to TRT World on the sidelines of Qatar EF 2025, Türkiye’s next-gen wealth pioneer shares how her generation is...

TRT World

India scores over China as top investment destination for global family offices

Investments Private Equity Venture Capital China India

According to the 2025 Global Family Office Report by UBS, Middle Eastern family offices, followed by those in Europe, were...

Moneycontrol

Heritage & Horizon: Proven Family Office Principles For Lasting Prosperity

Best Practices Estate planning Family governance New York City

This is a summary of another of the panel discussions held on April 23, in New York at the Family...

Family Wealth Report

Global trade tensions worry family offices most in 2025: UBS Survey

Investments Risk Risk management Switzerland

Family offices are also concerned about geopolitical conflicts and recessions, leading them to diversify portfolios into areas like developed market...

Asianet News

Aurum Impact on a mission to galvanise the family office sector around impact investing

Family governance Impact Investments United Kingdom

Miki Yokoyama, managing director of Aurum Impact, talks about the unique opportunity to drive family offices to invest into impact...

Impact Investor

Global trade war is the biggest investment risk in 2025 for family offices: UBS survey

Investments Risk Risk management Switzerland

Global trade wars are the biggest risk to investment this year, followed by major geopolitical conflict and higher inflation, revealed...

The Tribune

BOS adapts family office approach as rules tighten

Banking Providers Compliance Family governance Singapore

Bank of Singapore says the quality of family office client enquiries is rising, but more onerous regulations in the city-state...

Institutional Investor

The Startup Mindset For Family Offices: Agile Processes And Governance That Grows With You

Family governance Governance Startups United States of America

A modern take on governance and agile processes that enable new family offices.

Forbes

Duquesne Family Office LLC Makes New Investment in Amazon.com, Inc. (NASDAQ:AMZN)

Investments Listed Stocks & Bonds Portfolio Management United States of America

Duquesne Family Office LLC acquired a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN) during the 4th quarter, according to...

American Banking News

Cash rules: How the rich are riding out a rocky market

Investments Investor Behavior Portfolio Management United States of America

As an investor it’s always worth knowing what the big money is doing, and right now that means building up...

News

Billionaire philanthropy boom in S’pore

Estate planning Impact Philanthropy Singapore

More of the ultra-rich from all over the world are setting up their charitable foundations in Singapore. They include American...

The Straits Times

Offices in Newport Beach’s Fashion Island Market Trade to Family Office

Estate planning Family governance Real Estate United States of America

CBRE facilitated the $11.5-million sale of a 15,200-square-foot office property at 1303 Avocado Ave. in Newport Beach to a local...

Connect CRE

RIA Edge 100: Cresset’s Family Office Roots Drive Growth to $65B AUM

Family governance Private Equity Strategy Chicago

Cresset, a Chicago-based RIA, leverages family office expertise and private equity background to fuel organic growth and strategic acquisitions.

RIA Edge

Middle East Investors Summit to host first-of-its-kind Family Office Initiative

Family governance Investments Succession planning United Arab Emirates

Led by the Emirates Family Office Association - in partnership with New York University Abu Dhabi

Zawya

Our Family Office Celebrates Landmark Property Deal with International Real Estate Giant in Namibia

Family governance Investments Real Estate Namibia

CAPE TOWN, ZA / ACCESS Newswire / May 23, 2025 / Our Family Office(Pty) Ltd (FSP50677), a fast-growing family office...

ACCESS Newswire

The Hard Realities Of Family Office Economics – In Conversation With Stonehage Fleming

Estate planning Family governance Trust services United Kingdom

Family offices are a hot topic, and many UHNW families want to create them, but going solo is an expensive...

WealthBriefing

Structuring Your Family Office

Family governance Succession planning Tax United States of America

Learn how structuring your family office can impact tax efficiency, wealth management, and long-term success in this detailed guide from...

Forvis Mazars

Family offices deepen shift to private assets amid endowment-style pivot

Investments Portfolio Management Private Equity United States of America

Family offices are increasingly adopting endowment-style portfolios with a growing tilt towards private assets, new research shows.

Momentum Media

FO PRO: ALIGN: Connecting the Family and the Family Office | Foley & Lardner LLP

Cryptocurrency Investments Technology Chicago

Foley partner, Nate Imfeld, and senior counsel, Nicholas Chamis, will be speaking at the upcoming ALIGN Conference, hosted by Family...

Foley & Lardner LLP

Family offices bet on the U.S. and stocks for 2025, UBS finds

Investments Investor Behavior Listed Stocks & Bonds United States of America

Despite growing fears of a “sell America” trade, American family offices are ramping up their bets on the U.S. economy...

AOL NBC Universal

Family offices stay invested despite concerns over trade wars and recession: UBS

Investments Listed Stocks & Bonds Risk Singapore

Family offices in South-east Asia prefer equities and bonds from developed markets such as the US and Singapore. Read more...

Straits Times

Ultra-high asset owners have shown relatively stable investment tendencies and have recently increased their share of bond investments

Investments Listed Stocks & Bonds Tax

Ultra-high asset owners have shown relatively stable investment tendencies and have recently increased their share of bond investments. In particular,...

MK News

UBS: Global family offices split on China exposure

Family governance Investments Risk Switzerland

An east-west divide has sprung up in how the world's biggest families are allocating capital amid trade war fears, a...

UBS

Apac family offices favour developed market equities, bonds: UBS report

Investments Listed Stocks & Bonds Portfolio Management Singapore

[SINGAPORE] Family offices (FOs) in the Asia-Pacific favoured equities and bonds from developed markets in 2024 and plan to increase...

Business Times

3 Stocks Billionaire Stanley Druckenmiller Is Buying Hand Over Fist

Investments Listed Stocks & Bonds Portfolio Management United States of America

Stanley Druckenmiller's Duquesne Capital Management fund delivered 30% annual returns for decades before he converted it to a smaller family...

Motley Fool

Unlocking Long Term Growth With The Launch Of Single Family Office Scheme

Estate planning Family governance Investments Malaysia

Malaysia is positioning itself as a key destination for global family wealth with the launch of the Single Family Office...

Business Today

UBS’ Benjamin Cavalli: More SFOs Considering MidEast «Second Leg»

Banking Providers Investments Jurisdictions United Arab Emirates

The diversification of booking centers has been an ongoing trend for the ultra-rich and their family offices. In addition to...

finews.asia

Luxury Footwear Brand Moreschi Acquired by Fellow Italian Label and British Fund

Luxury & Lifestyle Luxury & Lifestyle Investments Private Equity Italy

Moreschi, the storied Italian luxury footwear brand, was acquired by fellow shoe label Superglamourous and the Imerman Family Office Fund.

WWD

Kamet Capital Hosts Delegates from Top Institutions to Share Insights on Family Offices and the Company’s Unique Model

Family governance Investments Portfolio Management Singapore

As family office growth accelerates across Asia, Kamet Capital ("Kamet") has emerged as a leader in the industry with a...

PR Newswire

Ultra Rich Wanted More China Exposure Before Trade War, UBS Says

Investments Investor Behavior Listed Stocks & Bonds China

Many of the world’s richest family offices were planning to ramp up their investments in China despite the looming threat...

Bloomberg

Trade War Biggest Threat To Global Family Offices In 2025

Investments Risk Risk management Switzerland

Swiss bank UBS has published its annual Global Family Office Report 2025, with insights from 317 single family offices across...

WealthBriefing

Family offices: “The spectrum of services offered is very broad”

Estate planning Family governance Trust services Luxembourg

Family offices, with their diversified range of services, are emerging as key partners for large fortunes. Luxembourg, a pioneer in...

Paperjam

Building the Right Family Office with Parallel Governance, Insights from EY’s Family Enterprise & Office Leaders

Family governance Governance Succession planning United States of America

New Podcast, Webcast Hosted by Family Enterprise USA Now Available WASHINGTON, DC, UNITED STATES, May 21, 2025 /EINPresswire.com/ -- Creating...

EIN Presswire

Family Offices Increasing Investments in China and India – News and Statistics

Investments News Trends China India

Explore the trend of global family offices increasing their investments in China and India, as detailed in the UBS Global...

IndexBox

Family offices to increase exposure to China and India over next 12 months: UBS

Investments Portfolio Management China India

Around 18 per cent of global family offices say they plan to increase their exposure to mainland China.

South China Morning Post

Jason Kothari’s Mythik Raises $15 Mn from Shah Rukh Khan’s Family Office, Other Investors

Investments Startups Venture Capital India

Mythik, founded by Jason Kothari, has secured $15 Mn in funding from prominent names like Sakal Media Group, VC Grid,...

Outlook Business

Short-Term Tariffs, Long-Term Turmoil: Inside the Family Office Fear Gauge

Investments Portfolio Management Risk Management Switzerland

Even before the so-called 'Liberation Day', many family offices had already named the trade war as the top risk when...

finews.com

UBS family office clients look to hedge funds amid volatility

Banking Providers Investments Risk Management Switzerland

Global trade tensions are the top risk cited by survey participants.

Key Media

Succession Planning Among the Super Wealthy Ticks Up

Estate planning Family governance Succession planning Switzerland

The majority of family offices surveyed by UBS have an estate plan in place.

MSN

Family Offices Unworried About Trade War Longer Term

Portfolio Management Risk Risk management Switzerland

Even before the so-called «Liberation Day», many family offices had already named the trade war as the top risk when...

finews.asia

Jason Kothari’s Mythik raises $15 million from a group of investors, including SRK’s Family Office

Startups Technology Venture Capital India

The tech-first global entertainment startup says it aims to bring Eastern mythology, history, and folktales to a worldwide audience for...

Indian Startup News

Lawrence Ho’s family office invests in Hong Kong real estate broker IFCX

Investments Real Estate Venture Capital Hong Kong

Investment by Black Spade follows the billionaire’s bet on Vietnamese electric vehicle maker VinFast Auto in 2023.

South China Morning Post

Casino tycoon Lawrence Ho’s family office invests in Hong Kong real estate broker IFCX

Investments Real Estate Venture Capital Hong Kong

Investment by Black Spade follows the billionaire's bet on Vietnamese electric vehicle maker VinFast Auto in 2023. Black Spade Capital,...

MSN

Omega Systems Named 2025’s Leading Cybersecurity Provider for Family Offices

Cyber Security Family governance United States of America

READING, PA — Omega Systems has been recognized as the top cybersecurity provider to family offices for 2025 by Family...

MyChesCo

Paramount May Usher In a Big Change to Hollywood’s Ruling Class (Guest Column)

Decision Making Family governance Succession planning United States of America

If David Ellison's bid for the historic studio closes, its corporate culture will transform from boardroom deliberating to family office...

The Hollywood Reporter

Exclusive: Tampa billionaire’s family office names new investment chief

Investments Recruitment United States of America

The investment firm of Ashley Furniture Founder Robert Wanek recruited a money management veteran from another Florida billionaire.

BizJournals

Mauritius Wants to Ride a Wealth Boom Out of Its Tax Haven Reputation

FinTech PR & Reputation Management WealthTech Mauritius

The island nation is seeking to capitalize on its wealth boom by courting family offices, wealth managers and fintech firms...

Bloomberg

Summary Of Mergers, Acquisitions In North American Wealth Management Q1 2025

Banking Providers Private Equity Strategy United States of America

Among the larger deals was the Corient transaction for Geller's family office business, an acquisition by Pitcairn, the AlTi Tiedemann...

Wealth Briefing

Citi’s Hofmann: Family offices readying to relocate

Banking Providers Jurisdictions Risk United States of America

Family offices worldwide want to be prepared to move quickly if needed, as geopolitical tensions mount, says Citi Private Bank's...

Institutional Investor

David Adelman is leading the next generation of deal-hungry family offices

Investments Next Generation Private Equity United States of America

Entrepreneur David Adelman said family offices can provide more expertise and more patient capital than private equity or venture funds.

CNBC

Why Governance — Not Growth — Will Define the Next Era of Family Offices

Family governance Governance Succession planning United States of America

Family Offices are entering a new era — one defined less by asset growth and more by structure, resilience, and...

The National Law Review

Unlocking Growth: How Family Offices Drive Strategic Investments (Video)

Family governance Investments Strategy

Family offices have emerged as influential players in the global investment landscape, managing substantial wealth while prioritizing long-term value creation.

Mondaq