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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Dallas C. Salazar Turns Early Shale Vision and High-Risk Energy Bets Into ‘Two Texas Presidents’ Family Office

Estate planning Investments Private Equity United States of America

Dallas C. Salazar, the Texas wildcatter turned investor whose early, high-risk bets across U.S. shale helped fuel one of the...

PR Newswire

Largest BNB treasury crashes 95%, blames CZ family office

Cryptocurrency Investor Behavior Listed Stocks & Bonds United States of America

Shares of CEA Industries had already lost 98% of their 2018 peak by the time it pivoted into a BNB...

Protos

Berritto expands into Boca Raton with $93M portfolio buy

Investments Private Equity Real Estate United States of America

Berritto Family Office expanded its South Florida holdings by acquiring a Boca Raton mixed-use portfolio for $92.7 million. Affiliates of...

The Real Deal

Bowdoin College on lookout for new CIO after endowment chief joins family office

Investments Recruitment Succession planning Maine

The selected candidate for the Brunswick, Maine-based college's $2.9 billion endowment will succeed K. Niles Bryant.

Crain's

Peter Thielโ€™s Money Manager Courts Worldโ€™s Mega-Rich for US Bets

Investments Technology Venture Capital United States of America

A managing director at Peter Thielโ€™s family office is ramping up efforts to raise funds from other investment firms for...

Bloomberg

Gencom accelerates New York hotel buying spree with family office backing

Investments Luxury & Lifestyle Investments Real Estate New York City

Gencom accelerates New York hotel buying spree with family office backing. Family office capital is increasingly driving large-scale US hospitality...

PE Insights

โ‚ฌ1.4bn Benelux family office seeks small cap manager after soft close

Investments Listed Stocks & Bonds Portfolio Management Benelux

Working with families means balancing enthusiasm for hot topics like AI with the value-leaning in-house view.

Institutional Investor

Fratarcangeliโ€™s Growth Spurred By Specialized Family Office Services

Concierge Services Estate planning Portfolio Management United States of America

Offering specialized services catering to clients' needs has led to success for wealth manager Jeff Fratarcangeli.

Forbes

The Phantom Fortunes: Inside the World of Fake Family Offices

Risk Risk Management Risk Perception United States of America

By Matthias Knab How Imposters, Con Artists, and Sophisticated Fraudsters Are Infiltrating the Ultra-Wealthy's Most Exclusive Networks An investigation

Opalesque

Are Family Offices Trading Freedom for Structure?

Family governance Governance Investments United States of America

The push to institutionalize family offices, and the substantial capital they manage, may be reshaping them into something closer to...

Institutional Investor

AI startup Sherpas raises $3.2m from Marty Bicknellโ€™s family office

FinTech Startups Venture Capital United States of America

Serial fintech entrepreneur Steve Lockshin is also joining Sherpas' board of directors in conjunction with the funding.

Institutional Investor

AI startup Sherpas raises $3.2m led by Marty Bicknellโ€™s family office

FinTech Startups Venture Capital United States of America

Serial fintech entrepreneur Steve Lockshin is also joining Sherpas' five-member board of directors in conjunction with the funding.

Institutional Investor

AYU launches AI capital matching for family offices

FinTech Investments WealthTech United Kingdom

AYU launches AI-powered capital matching for family offices. Discover how Cupid streamlines alternative investing.

FinTech Global

Boston Multi Family Office appoints Head of Compliance, Jersey

Compliance Compliance Recruitment Jersey

Boston Multi Family Office has announced the promotion of Matthew Rawnsley-Gurd to the role of Head of Compliance in Jersey.

Channel Eye

Kwon Ki-jung urges South Korea to foster FO investment companies, ease taxes

Family governance Investments Tax South Korea

Kwon Ki-jung urges South Korea to foster FO investment companies, ease taxes. Tax relief and clearer rules urged as Kwon...

Chosun Biz

The Fiduciary Vacuum: Family Trusts May Be Unprepared For AI Era

Estate planning Technology Trust services United States of America

AI is rapidly embedding itself into trust administration and family offices, while states in the US are loosening fiduciary protections...

Wealth Briefing

Asia’s family offices: The shift to multi-hub models

Family governance Governance Oversight Singapore

Even as market access broadens, Singapore remains the centre for governance and oversight.

Business Times

Ray Dalioโ€™s Family Office Reveals $500 Million Bet on US Stocks

Investments Listed Stocks & Bonds Portfolio Management United States of America

Ray Dalioโ€™s family office has disclosed its US stock investments for the first time since the pandemic, signaling the billionaireโ€™s...

Bloomberg

Family office founder won over by ‘remarkably simple approach’

Family governance Investments Succession planning Italy

Meet selector Emanuela Musci, founder of a โ‚ฌ500m multi-family office, who is looking for a manager who can explain success...

Institutional Investor

European Multi-Family Offices Emerge as Institutional-Scale Allocators After $430B Merger

Investments Portfolio Management WealthTech Netherlands

According to a recent LinkedIn post from Dakota, the firm is highlighting an overview by its Head of International on...

TipRanks Blog

Billionaire Preqin Sellerโ€™s Family Office Builds Buyout Firm Bet

Investments Private Equity Private Markets United Kingdom

Preqin founder Mark Oโ€™Hareโ€™s family office is increasing its bet on buyout firm Hg, shaping the British entrepreneurโ€™s next act...

Bloomberg

$3M Gift funds Cura Personalis office: Fritz Family donation supports student wellness and growth

Mental health Philanthropy United States of America

A โ€œWe Thrive Togetherโ€ banner hangs along the Mall on Creighton Universityโ€™s campus, reflecting the schoolโ€™s commitment to student community,...

The Creightonian

Hong Kong strengthens appeal to Malaysiaโ€™s ultra-wealthy as family office hub

Estate planning Jurisdictions Succession planning Hong Kong Malaysia

Mature wealth management ecosystem, tax incentives and currency stability position the city as a strategic base for high-net-worth Malaysian families...

The Vibes

Family Offices, Funds Community Launches Matching Service

Investments Private Equity Venture Capital United Kingdom

Tapping into a curated 'dating agency' model, AYU Capital connects family offices with funds and founders.

WealthBriefing

Ultra-rich families spend more on their private investment firms as their fortunes rise

Family governance Investments Private Bank United States of America

Family offices with at least $1 billion in assets reported spending $6.6 million in annual operating costs on average, according...

CNBC

Top 10 Legal Issues Family Offices Should Prioritize in 2026

Estate planning PR & Reputation Management Tax United States of America

Family offices enter 2026 amid structural changes across tax policy, fiduciary law, and regulatory administration. The One Big Beautiful Bill...

National Law Review

K1x Named a Finalist in the Thirteenth Family Wealth Report Awards 2026

Software Tax WealthTech United States of America

K1x, a leading tax automation software provider for the North American family office and family wealth industry, has been selected...

Business Wire

KeyBank expands family office banking team

Banking Providers Private Bank Recruitment United States of America

KeyBank has expanded its family office and private capital team led by Ward Nixon, a commercial lending executive in Overland...

Institutional Investor

Duquesne Family Office Cuts Taiwan Semiconductor Stake Sharply

Investments Listed Stocks & Bonds Portfolio Management Taiwan

Duquesne Family Office LLC, managed by Stanley Druckenmiller, recently executed a significant transaction involving Taiwan Semiconductor Manufacturing Company Limit...

TipRanks

Duquesne Family Office Cuts Meta Platforms Stake Sharply

Investments Listed Stocks & Bonds Portfolio Management United States of America

Duquesne Family Office LLC, managed by Stanley Druckenmiller, recently executed a significant transaction involving Meta Platforms, Inc. (($META)). The hedge...

TipRanks

Duquesne Family Office Boosts Amazon Stake by 300,870 Shares

Investments Listed Stocks & Bonds Portfolio Management United States of America

Duquesne Family Office LLC, managed by Stanley Druckenmiller, recently executed a significant transaction involving Amazon.Com, Inc. (($AMZN)). The hedge fund...

TipRanks Blog

Stan Druckenmiller Piles Into Financials and Brazil as Health-Care Bets Fade

Banking Providers Investments Listed Stocks & Bonds Brazil United States of America

Stan Druckenmiller made three new investments in the fourth quarter, two of which immediately ranked among his top-four holdings. Both...

Institutional Investor

Less Stock Picking and Market Timing; More ETFs and Disciplined Diversification

Investments Portfolio Management Risk United States of America

With more than three decades in the financial industry, from corporate banking to wealth management, Vรญctor Hugo Soto, Founder &...

Funds Society

Compound Planning CEO lays out 2026 vision

Compliance Content creation Legal

The digital-first family office is doubling down on legal, compliance, and content leadership after crossing $4 billion in assets.

Key Media

Billionaire Investor Druckenmiller Piled Into Biggest Brazil ETF Before January Rally

Investments Listed Stocks & Bonds Portfolio Management Brazil

Billionaire investor Stanley Druckenmillerโ€™s investment firm amassed a position in the largest exchange-traded fund tracking Brazilian stocks just before a...

Bloomberg

Richter Marks 100 Years as Canada’s Only Business Family Office

Estate planning Family governance Succession planning Canada

Newswire.ca Press Release.

Newswire.ca

Family Offices Market Insights: Direct Investments, Governance Models & Industry Outlook to 2034

Family governance Investments Venture Capital United States of America

Examining how co-investment models, direct deal participation, and venture capital allocations are expanding opportunity sets and altering traditional intermediary relationships...

Institutional Investor

Skip Capital, Grok Ventures-backed Energy Bay in $500m funding round

Investments Private Markets Venture Capital Australia

The business has appointed Barrenjoey Capital Partnersโ€™ managing director Peter McKerracher to oversee the capital partner search.

Australian Financial Review

University of Iowa Selects Northern Trust Family Office Executive as CIO

Banking Providers Investments Leadership Chicago

Daniel Gottlieb will join the Iowa Center for Advancement later this month, as investment office moves to Chicago.

ai-cio.com

Stanley Druckenmiller’s Duquesne initiates position in Goldman Sachs, exits Meta in Q4

Investments Listed Stocks & Bonds Portfolio Management United States of America

Stanley Druckenmillerโ€™s Q4 2025 portfolio moves: new Goldman Sachs stake, Meta exit, plus top buys/sells and position changesโ€”read the full...

Seeking Alpha

Family Offices Cut Metals After Big Gains

Investments Investor Behavior Portfolio Management United States of America

Family offices reduce gold, silver and copper holdings after metals surge to record highs, locking in major profits.

Institutional Investor

Family Offices Pocket Big Stock Gains From Riding Metals Boom

Investments Listed Stocks & Bonds Portfolio Management United States of America

Investment firms for the worldโ€™s ultra-rich cut allocations to gold, silver and copper stocks, pocketing gains from one of the...

Bloomberg

Wrise Group opens client service centre in Taipei

Banking Providers Estate planning Family governance Taiwan

The Taipei center of Wrise Group aims to support cross-border wealth management and family office services in Taiwan, reflecting rising...

Structured Retail Products

Multi-Jurisdictional Wealth: Governance, Mobility and the Next Phase of Family Office Evolution – Asian Wealth Management and Asian Private Banking

Family governance Governance Jurisdictions Singapore

Multi-Jurisdictional Wealth: Governance, Mobility and the Next Phase of Family Office Evolution - Asian Wealth Management and Asian Private Banking

Hubbis

Angeles Wealth Dips into Family Office Work

Estate planning Family governance Investments Los Angeles

Family offices have long served the wealthiest of the wealthy, the dynasties sitting on heaping fortunes that need management and...

Los Angeles Business Journal

Caprock Expands Greater New York Presence With New Livingston, New Jersey Office

Banking Providers Impact & ESG Strategy United States of America

Caprock, a leading multi-family office registered investment advisor serving ultra-high-net-worth clients, announced it has relocated to a new, larger office...

Pulse 2.0

Report Explores What Makes Effective Family Enterprise Governance

Best Practices Family governance Governance Switzerland

A report from UBS and Agreus, drawing from family offices worldwide, looks at the ingredients that make for good governance.

WealthBriefing

Gulf funds, family offices find value in looking east

Investments Private Equity Trends India United Arab Emirates

UAE's Crescent Group is investing $150 million in India. This move signals a broader trend of Gulf investors diversifying away...

Economic Times

Affirma taps local limited partners

Investments Private Equity Private Markets India

Affirma Capital and ChrysCapital Pivot to Indian Wealth Amid Global Funding Squeeze

Financial Express

Biltmore Family Office LLC Reduces Holdings in NVIDIA Corporation $NVDA

Investments Listed Stocks & Bonds Portfolio Management United States of America

Biltmore Family Office LLC cut its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 9.1% during the third quarter,...

MarketBeat

Cerity Partners BrandVoice: How Multifamily Offices Strive To Set The Bar For Ultra-Rich Clientele

Concierge Services Estate planning Family governance United States of America

A true family office delivers much more than financial expertise, as the needs of a UHNW family can be extensive...

Forbes

Feb. 17, 2026: The governance documents every family office needs

Best Practices Family governance Governance

Clear governance documents give family offices structure, reduce conflict and guide decisions.

Crain Currency

Matt Hardy: Hardy Family Office In AEW Ended Up Becoming Very ‘Watered Down’

Communication Leadership PR & Reputation Management United States of America

Matt Hardy believes his faction in AEW became โ€œwatered downโ€ due to the addition of too many members. Speaking on...

Wrestling News

The governance documents every family office needs

Best Practices Family governance Governance

Clear governance documents give family offices structure, reduce conflict and guide decisions.

Crain Currency

The ultra-rich getting richer is money in the bank for Triangle software company

FinTech Software WealthTech United States of America

Eton Solutions thrives on the rise of billionaires. Plus, Novo Nordisk battles a major compound drugmaker in this weekโ€™s Open...

News & Observer

Apple Inc. $AAPL Shares Acquired by Stenger Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Stenger Family Office LLC boosted its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 12.6% in the third quarter,...

MarketBeat

Mega-RIAs accelerate into institutional assets with Cerity-Verus merger

FinTech Investments Strategy United States of America

The deal adds Verusโ€™s $1.2 trillion institutional advisory footprint into Cerity, an RIA that manages roughly $150 billion in existing...

Institutional Investor

Family office activity gains momentum in Hong Kong

Family governance Investments Succession planning Hong Kong

A Deloitte study commissioned by InvestHK highlighted shifting investment patterns, expanding economic contributions and rising intergenerational leadership.

Structured Retail Products

Larry Finkโ€™s Private Asset Bet Powers Global Family Office Boom

Banking Providers Family governance Investments United States of America

The ex-Credit Suisse bankers behind Global Infrastructure Partners are best-known for building one of the worldโ€™s largest investment firms. Now...

Bloomberg

ARTDAI Launches Collection Management Platform for Family Offices

Art Software WealthTech United States of America

ARTDAI announced the launch of its Collection Data Management System (CDMS) designed specifically for family offices, private collectors and collection...

Yahoo

NPW Expands into Investment Fund Management to Deliver Curated Private-Market Access for Ultra-High-Net-Worth Families

Family governance Investments Private Markets Canada

Toronto, Canada, February 12th, 2026, FinanceWire Nour Private Wealth (NPW) announces the expansion of its multi-family office...

FinanceWire

Inside Wealth Family Office 15: Most active investment firms of the ultra-wealthy

Investments Technology Venture Capital United States of America

Eric Schmidt's family office, Hillspire, made 15 investments in 2025, most of them in artificial intelligence, claiming the top spot...

CNBC

How The Family Office Is Quietly Reshaping Global Investing

Family governance Investments Private Markets United States of America

If private equity defined the last two decades of capital formation, family offices may well define the next. Family offices...

Forbes

KeyBank recruits family office team led by former CrossFirst Bank exec

Banking Providers Recruitment United States of America

As part of a strategy to support service capabilities in the family office business segment, a fast-growing segment in the...

Crain's Cleveland Business

Why Advisors Must Lead Family Philanthropy Conversations

Next Generation Philanthropy Succession planning United States of America

Family offices struggle with philanthropic succession as next generation seeks impact-driven giving over traditional charity

Institutional Investor

Fiduciary Family Office LLC Purchases 1,373 Shares of Microsoft Corporation $MSFT

Investments Listed Stocks & Bonds United States of America

Fiduciary Family Office LLC increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 7.8% during the...

MarketBeat

Stenger Family Office LLC Increases Holdings in Microsoft Corporation $MSFT

Investments Listed Stocks & Bonds Portfolio Management United States of America

Stenger Family Office LLC raised its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 14.8% during the third quarter,...

MarketBeat

Altss Expands OSINT-Powered LP Intelligence to 30,000+ Institutional Investors and Family Offices as Fund Managers Seek Real-Time Alternatives to Legacy Databases

FinTech Investments WealthTech United States of America

MIAMI, Feb. 10, 2026 (GLOBE NEWSWIRE) -- Altss, the allocator intelligence platform built on open-source intelligence methodology, today announced...

Globe Newswire

Callan Family Office LLC Sells 4,227 Shares of Alphabet Inc. $GOOG

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC lowered its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 1.4% during the...

MarketBeat

The hidden risks of private market expansion

Family governance Private Markets Succession planning

Banks and wealth advisers are encouraging family offices to increase allocations to alternatives, but many are not including succession challenges...

From empty office buildings to… hotels?

Luxury & Lifestyle Next Generation Real Estate United States of America

An unused law firm office on Atlantic Ave. is the latest in a string of office-to-hotel conversions planned for downtown...

Boston Globe

More than a quarter of single-family offices plan to increase secondaries exposure

Investments Private Equity Private Markets United States of America

Around two-thirds of the over 300 family offices surveyed by JPMorgan have no exposure to secondaries.

Secondaries Investor

Hong Kong family offices jump 25% as the wealthy shift focus from US: Deloitte

Investments Jurisdictions WealthTech Hong Kong

Apart from US trade tensions, the rise of Chinaโ€™s tech sector has reinforced Hong Kongโ€™s appeal as a magnet for...

South China Morning Post

Hong Kong adds 681 family offices as wealthy shift focus from US: Deloitte

Family governance Investments Jurisdictions Hong Kong

The auditing firmโ€™s survey shows a 25 per cent increase in the cityโ€™s single-family offices over two years, with the...

South China Morning Post

AI ambitions rise as global family offices reassess risk and returns

FinTech Investments Risk United Kingdom

IBS Intelligence (IBSi) is the worldโ€™s only pure-play Financial Technology focused research, advisory, and fintech news analysis firm, with a...

IBS Intelligence

Hong Kong Family Offices Numbers Jump 25% Since 2023 in Wealth Hub Boost

Investments Jurisdictions WealthTech Investments Hong Kong

Hong Kongโ€™s single-family offices rose 25% from 2023 to 3,384 by the end of last year, as the city moved...

Bloomberg

Raffles Family Office subsidiary gets HK licence for digital asset services

Cryptocurrency Digital Assets Portfolio Management Hong Kong

Revo Digital Family Office has secured approval from the Hong Kong SFC to offer digital asset portfolio services.

Institutional Asset Manager

Will KeyCorpโ€™s New Family Office Push Reshape Its Middle Market Strategy and Investment Story (KEY)?

Banking Providers Investments Private Equity United States of America

KeyBank has moved to expand its middle market capabilities by hiring a five-person family office and private capital team led...

Simply Wall Street

Hong Kong is now home to 3,384 single-family offices after adding 681 in two years, market study shows

Family governance Investments Portfolio Management Hong Kong

Hong Kong's asset and wealth management industry continues to demonstrate exceptional strength, with family offices emerging as a crucial component...

Deloitte

Building an effective investment engine for the family office

Family governance Investments Portfolio Management

As alternative investments fast become the key competence at family offices, structure remains vital, helping facilitate liquidity management, co-investment and...

Institutional Investor

KeyBank Pushes Further Into Family Office, Private Capital Space

Banking Providers Decision Making Private Equity United States of America

The bank talked about its 'strategic commitment' to the middle market, citing the role that family offices and private equity...

Wealth Briefing

Asia’s Family Office Constructive On US, Chinese Equities In 2026, Driven By AI

Investments Listed Stocks & Bonds Technology Hong Kong

Raffles Family Office released its 'RFO 2026 Investment Outlook' last week; the firm is constructive on global equities which it...

WealthBriefing

How private assets are transforming the modern family office

Investments Private Markets Risk Management United States of America

The way families invest is changing fast, with the expansion of private assets affecting how they oversee risk and build...

Institutional Investor

Summitas Wins Private Asset Management’s 2025 “Best Technology Platform for Family Offices” Award

Software Technology WealthTech United States of America

Summitas, the innovative client engagement platform for family offices, wealth advisors, and other client-facing businesses, has been named...

PRNewswire

Clearstead Expands UHNW Reach with $5.1B Seattle Family Office

Estate planning Family governance Investments United States of America

Clearstead Advisors, LLC has acquired The Clarius Group, LLC, a Seattle-based multi-family office RIA overseeing $5.1 billion for ultra-high-net-worth individuals...

Connect Money

Family Offices Sidestep Gold, Turn to Private AI Bets

Investments Private Bank Venture Capital United States of America

Global family offices are increasingly worried about geopolitical risk, but they are not flocking to traditional havens like gold or...

Connect Money

Sumeet Anand, Founder of IndSight Growth Partners, Appointed Honorary Consul General of Monaco in India

Governance Leadership Luxury & Lifestyle India

Sumeet Anand, Founder of IndSight Growth Partners, has been appointed as the Honorary Consul General of the Principality of Monaco...

Indian Startup Times

KeyBank expands middle market capabilities with family office team

Banking Providers Estate planning Trust services United States of America

KeyBank expands middle market capabilities with family office team

Investing.com

KeyBank Deepens Middle Market Commitment with Family Office Banking Team

Banking Providers Family governance Private Bank United States of America

Five-Person Team Led by Ward Nixon Brings National Family Office and Sponsor Finance Expertise; Strategic Investment Differentiates Commercial Bank's Integrated...

Joplin Globe

Inside KeyBank’s new team for family offices and private equity

Banking Providers Investments Private Equity United States of America

Ward Nixon's five-person team extends KeyBank's family office and private capital coverage as these investors increasingly drive ownership and capital.

Stock Titan

KeyBank hires five-person family office banking team

Banking Providers Private Bank Recruitment United States of America

KeyBank (NYSE: KEY) announced the addition of a five-person family office and private capital team led by Ward Nixon, who...

Street Insider

Sumeet Anand, Founder of IndSight Growth Partners, Appointed Honorary Consul General of the Principality of Monaco in India

Impact Investments Leadership India Monaco

NewsVoir New Delhi [India], February 9: His Serene Highness Prince Albert II has appointed Mr. Sumeet Anand, Founder of IndSight...

NewsVoir

Ex-Lombard Odier duo to run Santanderโ€™s Swiss โ€˜family officeโ€™

Banking Providers Estate planning Private Bank Switzerland

SSA Swiss Advisors has offices in Zurich and Geneva and targets high-net-worth individuals.

Institutional Investor

Revo Digital Family Office Secures Hong Kong Licenses for Crypto Asset Management

Cryptocurrency Digital Assets Portfolio Management Hong Kong

Raffles Family Office subsidiary receives regulatory approval to offer digital asset portfolio services

Blockhead

Is the Family Office Chief the Most Coveted Job in Investing?

Family governance Portfolio Management Recruitment United Kingdom

Running a high-quality family office has become an attractive position in the investing industry, with plum positions appearing infrequently and...

Institutional Investor

ISS Market Intelligence: Family Office Access Acquisition Expands Family Office Data In MarketPro

FinTech Investments WealthTech United States of America

ISS Market Intelligence (ISS MI), part of ISS STOXX GmbH, has acquired Family Office Access, a U.S.-based intelligence provider focused...

Pulse2

Clearstead Advisors Acquires $5.1 Billion Firm Clarius Group To Expand Ultra-High-Net-Worth Family Office Capabilities

Portfolio Management Strategy WealthTech United States of America

Clearstead Advisors announced it has acquired The Clarius Group, a Seattle-based multi-family office RIA serving ultra-high-net-worth individuals and families, in...

Pulse 2.0

Summit Wealth Merges With $470 Million Firm Premier Private Wealth To Expand Tennessee Footprint

Investments Strategy WealthTech TN

Summit Wealth Group, an independent registered investment advisory firm, has merged with Premier Private Wealth, a Nashville-based wealth manager with...

Pulse2

Stenger Family Office LLC Has $20.25 Million Holdings in NVIDIA Corporation $NVDA

Investments Listed Stocks & Bonds Portfolio Management United States of America

Stenger Family Office LLC raised its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 15.3% during the...

MarketBeat

Rockefeller Names New President of Wealth in Reshuffle

Leadership Recruitment Succession planning United States of America

Michael Outlaw, who led Rockefeller's recruiting and growth strategy, took over as president after Chris Dupuy retired in December.

AdvisorHub

Summit Wealth merger signals RIA push into family office services

Estate planning Family governance WealthTech United States of America

RIAs are moving into family office services to keep ultra-wealthy clients after liquidity events.

Crain Currency

The rich are increasingly building their wealth in secret

Estate planning Investments Succession planning Australia

The richest 250 and the next generation of billionaires have a new playbook that favours stepping away from the spotlight...

News

Why Investment Screening Keeps Tightening: Alliance Theory, Family Office Portfolio Strategy

Investments Portfolio Management Risk United States of America

The article applies alliance theory from international relations to explain why investment screening regimes inevitably expand in scope and membership,...

WealthBriefing

Product & Service Launches

FinTech Tax WealthTech United States of America

ISS Market Intelligence acquires family office data platform; Alphathena and Evergreen Wealth will deliver tax-aware direct indexing; and more.

PlanAdviser

U.S. family offices cite interest rates, inflation as top risks

Investments Risk Succession planning United States of America

A new J.P. Morgan report finds U.S. family offices view interest rates and inflation as top investment risks, while AI...

Long Island Business News

U.S. family offices cite interest rates, inflation as top risks | Long Island Business News

Risk Risk Management Succession planning United States of America

A new J.P. Morgan report finds U.S. family offices view interest rates and inflation as top investment risks, while AI...

Long Island Business News

Callan Family Office LLC Cuts Stake in Airbnb, Inc. $ABNB

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC lessened its stake in shares of Airbnb, Inc. (NASDAQ:ABNB - Free Report) by 41.6% in the...

MarketBeat

Where billionaires’ investment firms placed their bets in January

Investments Luxury & Lifestyle Investments Venture Capital United States of America

David Blitzer's family office bought a motorcycle racing team, but 2026 deal-making is not off to a roaring start.

CNBC

What German family office Stella wants from its ‘ramped up’ impact activity

Impact Impact Strategy Investments Germany

The investor is seeking additionality with its 10% impact allocation, and wants to 'further grow new or undersupplied capital markets'.

New Private Markets

Wealthy Australians Ready for Lift-Off with SpaceX-xAI Merger

Investments Venture Capital WealthTech Australia

Elon Musk's colossal $1.25 trillion merger of SpaceX and xAI has Aussie investors scrambling for a piece of the action....

Institutional Investor

Callan Family Office LLC Purchases Shares of 8,584 Hawkins, Inc. $HWKN

Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC acquired a new position in shares of Hawkins, Inc. (NASDAQ:HWKN - Free Report) during the 3rd...

MarketBeat

Moody’s Corporation $MCO Stock Position Decreased by Callan Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC decreased its holdings in shares of Moody's Corporation (NYSE:MCO - Free Report) by 43.1% during the...

MarketBeat

Hong Kong property back as a top choice for foreign investors, study says

Investments Investor Behavior Real Estate Hong Kong

Commercial sector rebounds after missing top 10 a year ago, CBRE says, as Knight Frank research shows recovery in luxury...

South China Morning Post

How Sheikh Ahmed Dalmook Al Maktoum Fills Gaps Multilateral Finance Cannot

Decision Making Family governance Risk Management United Arab Emirates

Gulf family offices have historically operated through informal structures optimized for discretion and speed. Relationship-based decision-making enabled rapid deployment. Minimal...

Daily Californian

Callan Family Office LLC Reduces Position in GE Vernova Inc. $GEV

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC decreased its holdings in GE Vernova Inc. (NYSE:GEV - Free Report) by 20.3% during the 3rd...

MarketBeat

Callan Family Office LLC Has $4.30 Million Position in HDFC Bank Limited $HDB

Banking Providers Investments Listed Stocks & Bonds India

Callan Family Office LLC raised its holdings in shares of HDFC Bank Limited (NYSE:HDB - Free Report) by 64.3% in...

MarketBeat

Callan Family Office LLC Sells 1,763 Shares of International Business Machines Corporation $IBM

Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC lowered its holdings in International Business Machines Corporation (NYSE:IBM - Free Report) by 10.4% during the...

MarketBeat

Crypto exposure is limited among family offices, per JPM study

Banking Providers Cryptocurrency Private Bank United States of America

Private banking needs to change.

eMarketer

Singapore, Hong Kong family offices favor private equity: survey

Investments Private Equity Hong Kong Singapore

Over half of Asian wealth managers plan shift with public markets volatile

Financial Times

Hong Kong billionaire family office backs $100m AI fund

Investments News Venture Capital Hong Kong

The new fund will focus on AI infrastructure, such as hardware and data centers, avoiding the app space due to...

Tech in Asia

Hong Kong Billionaire Family Office Backs $100 Million AI Fund

Investments Technology Venture Capital Hong Kong

3C AGI Partners, founded by former SenseTime Group Inc. managing director Esther Wong, is launching an artificial intelligence venture fund...

Bloomberg

Clearstead Acquires $5.1B Seattle-Based Family Office RIA

Estate planning Family governance Investments United States of America

The Clarius Group expands Clearsteadโ€™s family office services and its presence in the Pacific Northwest.

Wealth Management

Blueprint: Blackstoneโ€™s REIT streak, family office trends, investor perspectives and more

Investments Real Estate Trends Spain United States of America

The worldโ€™s largest real estate manager is set to get larger this year, with Blackstone president Jon Gray predicting increased...

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