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.
From Wealth Preservation To Value Creation: Family Offices’ Venture Capital Revolution
This transformation represents both opportunity and challenge for the venture capital industry.
Hoskinson Family Office, Inc. Invests $1.5 Million in W3i Software Inc., Supporting the Growth of Cardano’s Regulated DeFi Future
WEST LAFAYETTE, Ind. & LONDON--(BUSINESS WIRE)--Mar 13, 2025
Fuelling tomorrow’s businesses: Abu Dhabi’s investor summit ignites innovation
The summit will attract over 500 global delegates, including limited partners, high net-worth individuals, and family offices
Peter Lupoff, Author at Trellis
Empowering sustainability professionals to confront the climate crisis
Compound Planning: Digital Family Office Grows To $3 Billion AUM
Compound Planning—a leading digital family office committed to reimagining wealth management for next-generation advisors—announced that seven financial advisors, including a...
W3i Software Receives $1.5M From Hoskinson Family Office
W3i Software, a remote development company behind USDM—Cardano's first MiCA-compliant, fiat-backed stablecoin, received $1.5M from Hoskinson Family Office.
New family office “Five Eleven Partners” launches in US
Five Eleven Partners, a family office for ultra-high-net-worth families, business owners, and executives, has launched in the US.
Callan Family Office LLC Invests $207,000 in ArcelorMittal S.A. (NYSE:MT)
Callan Family Office LLC bought a new position in shares of ArcelorMittal S.A. (NYSE:MT - Free Report) during the 4th...
Callan Family Office LLC Acquires New Stake in Fox Co. (NASDAQ:FOXA)
Callan Family Office LLC acquired a new stake in shares of Fox Co. (NASDAQ:FOXA - Free Report) in the fourth...
Callan Family Office LLC Acquires 27,347 Shares of Meta Platforms, Inc. (NASDAQ:META)
Callan Family Office LLC lifted its holdings in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 1,616.3% during the fourth...
Family Office Market Gain Momentum | Big Giants Rockefeller Capital, UBS, HSBC Private Banking
The Family Office Market has been fragmented based on the productivity of several companies therefore each segment and its sub...
Japan doubles down on warnings to Australian gas exporters
A senior executive from power giant JERA warned that Australian companies’ preferred supplier status was at risk because of rising...
New Family Office Group Launched, No M&A Intentions
Rather strikingly at a time when many wealth management firms, including MFOs, have gone down the M&A route, this new...
LinePoint, Five Eleven Partners launch to shake up family office space
With a pro-advisor and family executive platform and a business pushing back against industry consolidation, the New York-based firms are...
New platform brings affiliation model to family offices
The founders of LinePoint Partners & Co. told Citywire that they launched the firm to solve for many of the...
BlackCloak Launches Enhanced Family Office Cybersecurity Bundle
BlackCloak designed its enhanced family office services for multi-generational family offices – administrators and family members – including critical product...
New Wealth Management Firm, Five Eleven Partners, Launches to Redefine the Family Office Experience
NEW YORK--(BUSINESS WIRE)--Mar 11, 2025
LinePoint Partners & Co. Launches Family Office Firm with a Pioneering Affiliation Model for Ultra-High-Net-Worth Financial Advisors and Single Family Office Executives
Robertino Coury, CEO, and Andrew Sternlight, President and CIO, today announced the launch of LinePoint Partners & Co. (LinePoint), a...
BlackCloak Launches Enhanced Family Office Cybersecurity Bundle: Tailored Protection Safeguards Families’ Wealth and Legacy From Cyber Attacks
BlackCloak enhances cybersecurity services for family offices.
Family Office Execs Launch Affiliation Model for UHNW Advisors
Advisors join LinePoint Partners as independent contractors and determine how much of the firm’s platform fee to pass onto clients.
Callan Family Office LLC Takes $306,000 Position in Wynn Resorts, Limited (NASDAQ:WYNN)
Callan Family Office LLC acquired a new position in Wynn Resorts, Limited (NASDAQ:WYNN - Free Report) during the 4th quarter,...
Callan Family Office LLC Buys New Shares in CRH plc (NYSE:CRH)
Callan Family Office LLC bought a new stake in CRH plc (NYSE:CRH - Free Report) in the 4th quarter, according...
Callan Family Office LLC Invests $278,000 in SLM Co. (NASDAQ:SLM)
Callan Family Office LLC acquired a new position in shares of SLM Co. (NASDAQ:SLM - Free Report) during the 4th...
Callan Family Office LLC Makes New Investment in Range Resources Co. (NYSE:RRC)
Callan Family Office LLC acquired a new position in shares of Range Resources Co. (NYSE:RRC - Free Report) during the...
Callan Family Office LLC Buys Shares of 2,023 Leidos Holdings, Inc. (NYSE:LDOS)
Callan Family Office LLC bought a new stake in Leidos Holdings, Inc. (NYSE:LDOS - Free Report) during the 4th quarter,...
Callan Family Office LLC Takes Position in Autoliv, Inc. (NYSE:ALV)
Callan Family Office LLC acquired a new stake in shares of Autoliv, Inc. (NYSE:ALV - Free Report) in the 4th...
Callan Family Office LLC Makes New $354,000 Investment in McCormick & Company, Incorporated (NYSE:MKC)
Callan Family Office LLC acquired a new position in shares of McCormick & Company, Incorporated (NYSE:MKC - Free Report) during...
Callan Family Office LLC Takes Position in Copart, Inc. (NASDAQ:CPRT)
Callan Family Office LLC purchased a new stake in Copart, Inc. (NASDAQ:CPRT - Free Report) in the 4th quarter, according...
Callan Family Office LLC Invests $374,000 in Marathon Petroleum Co. (NYSE:MPC)
Callan Family Office LLC acquired a new position in Marathon Petroleum Co. (NYSE:MPC - Free Report) during the 4th quarter,...
Callan Family Office LLC Invests $380,000 in Hess Co. (NYSE:HES)
Callan Family Office LLC bought a new position in Hess Co. (NYSE:HES - Free Report) in the fourth quarter, according...
Australia’s Indo-Pacific destiny up for grabs in a new world order
Australia may have to give up on the idea of a strategic equilibrium and settle for something messier and less...
Capricorn Investment Group Adds to OCIO Practice
Mark Berryman and Nick Flores joined the firm as partners from multi-family office Caprock.
The Global CIO Office Celebrates First Year of Success in Dubai
The Global CIO Office celebrates its first year in Dubai, marking rapid growth and success as a leading independent investment...
Billionaire Nicola Forrest appoints UBank boss to run family office
The country’s second-richest woman has been building up the charitable and investment sides of her family office, Coaxial Foundation and...
Donald Trump bets propel Michael Platt’s BlueCrest to 15% gain
Hedge fund turned family office eclipses rivals with currency and bond wagers on a slowing US economy
FAMILY OFFICE OF AMERICA, INC. SEC 10-K Report
Family Office of America, Inc., formerly known as Qualis Innovations, Inc., has released its Form 10-K report, providing a comprehensive...
WRISE opens new office and wealth academy in Shenzhen
Wealth management firm WRISE Group has opened a new office and academy in Shenzhen, China, to empower next-generation wealth leaders.
Callan Family Office LLC Purchases New Position in ChampionX Co. (NASDAQ:CHX)
Callan Family Office LLC purchased a new stake in ChampionX Co. (NASDAQ:CHX - Free Report) during the fourth quarter, according...
Callan Family Office LLC Makes New $406,000 Investment in Nasdaq, Inc. (NASDAQ:NDAQ)
Callan Family Office LLC bought a new stake in shares of Nasdaq, Inc. (NASDAQ:NDAQ - Free Report) in the 4th...
Callan Family Office LLC Makes New $427,000 Investment in General Mills, Inc. (NYSE:GIS)
Callan Family Office LLC acquired a new stake in General Mills, Inc. (NYSE:GIS - Free Report) in the 4th quarter,...
Callan Family Office LLC Buys New Holdings in Diageo plc (NYSE:DEO)
Callan Family Office LLC purchased a new position in shares of Diageo plc (NYSE:DEO - Free Report) during the fourth...
Callan Family Office LLC Acquires New Stake in The Travelers Companies, Inc. (NYSE:TRV)
Callan Family Office LLC bought a new position in The Travelers Companies, Inc. (NYSE:TRV - Free Report) during the 4th...
Callan Family Office LLC Acquires New Shares in Sprouts Farmers Market, Inc. (NASDAQ:SFM)
Callan Family Office LLC bought a new position in shares of Sprouts Farmers Market, Inc. (NASDAQ:SFM - Free Report) during...
9,483 Shares in Tractor Supply (NASDAQ:TSCO) Acquired by Callan Family Office LLC
Callan Family Office LLC acquired a new stake in Tractor Supply (NASDAQ:TSCO - Free Report) in the fourth quarter, according...
Callan Family Office LLC Takes Position in Aon plc (NYSE:AON)
Callan Family Office LLC bought a new position in shares of Aon plc (NYSE:AON - Free Report) in the fourth...
Callan Family Office LLC Takes Position in Colgate-Palmolive (NYSE:CL)
Callan Family Office LLC purchased a new stake in Colgate-Palmolive (NYSE:CL - Free Report) in the fourth quarter, according to...
Callan Family Office LLC Acquires New Holdings in Ferrari (NYSE:RACE)
Callan Family Office LLC acquired a new stake in shares of Ferrari (NYSE:RACE - Free Report) during the fourth quarter,...
Callan Family Office LLC Buys Shares of 19,451 STMicroelectronics (NYSE:STM)
Callan Family Office LLC bought a new stake in shares of STMicroelectronics (NYSE:STM - Free Report) during the fourth quarter,...
Callan Family Office LLC Invests $534,000 in Roper Technologies, Inc. (NYSE:ROP)
Callan Family Office LLC bought a new stake in shares of Roper Technologies, Inc. (NYSE:ROP - Free Report) in the...
Callan Family Office LLC Invests $534,000 in Vertex, Inc. (NASDAQ:VERX)
Callan Family Office LLC bought a new stake in Vertex, Inc. (NASDAQ:VERX - Free Report) during the fourth quarter, according...
Callan Family Office LLC Takes $593,000 Position in Carnival Co. & plc (NYSE:CUK)
Callan Family Office LLC purchased a new position in Carnival Co. & plc (NYSE:CUK - Free Report) in the 4th...
Callan Family Office LLC Invests $599,000 in ANSYS, Inc. (NASDAQ:ANSS)
Callan Family Office LLC acquired a new stake in shares of ANSYS, Inc. (NASDAQ:ANSS - Free Report) in the fourth...
Callan Family Office LLC Invests $646,000 in ONEOK, Inc. (NYSE:OKE)
Callan Family Office LLC bought a new stake in shares of ONEOK, Inc. (NYSE:OKE - Free Report) in the 4th...
BlackRock answers Trump’s call
Plus, the ‘Wild West’ of family offices, star traders’ succession issues, and Renaissance Siena at the National Gallery
The Family Office Insights Series: Family Office Case Study Collection, 2025
Interviews with top family office executives, providing invaluable peer-led insights and advice on navigating the complexities of family office management...
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...
India’s Karan Thapar family office bets on bonds and alternatives
The Karan Thapar family office is fine-tuning its investment strategy, balancing long-duration bonds with carefully selected alternative assets, as it...
Family Offices Embrace Alternative Investment Funds To Protect Wealth In 2025
Family offices are increasingly investing in AIFs to diversify risk and protect wealth in volatile markets. Advisors should focus on...
Callan Family Office LLC Purchases New Holdings in Deere & Company (NYSE:DE)
Callan Family Office LLC acquired a new stake in shares of Deere & Company (NYSE:DE - Free Report) in the...
Callan Family Office LLC Acquires 3,528 Shares of 3M (NYSE:MMM)
Callan Family Office LLC boosted its holdings in shares of 3M (NYSE:MMM - Free Report) by 186.7% in the 4th...
Callan Family Office LLC Purchases New Stake in Banco Santander, S.A. (NYSE:SAN)
Callan Family Office LLC purchased a new stake in Banco Santander, S.A. (NYSE:SAN - Free Report) during the 4th quarter,...
Callan Family Office LLC Makes New $675,000 Investment in United Airlines Holdings, Inc. (NASDAQ:UAL)
Callan Family Office LLC purchased a new position in United Airlines Holdings, Inc. (NASDAQ:UAL - Free Report) in the fourth...
Callan Family Office LLC Buys Shares of 43,456 Eni S.p.A. (NYSE:E)
Callan Family Office LLC bought a new stake in shares of Eni S.p.A. (NYSE:E - Free Report) during the 4th...
Callan Family Office LLC Purchases 1,729 Shares of RBC Bearings Incorporated (NYSE:RBC)
Callan Family Office LLC lifted its position in RBC Bearings Incorporated (NYSE:RBC - Free Report) by 251.7% during the 4th...
United Rentals, Inc. (NYSE:URI) Shares Acquired by Callan Family Office LLC
Callan Family Office LLC increased its stake in United Rentals, Inc. (NYSE:URI - Free Report) by 87.6% in the 4th...
Callan Family Office LLC Makes New $841,000 Investment in Diamondback Energy, Inc. (NASDAQ:FANG)
Callan Family Office LLC purchased a new position in Diamondback Energy, Inc. (NASDAQ:FANG - Free Report) in the fourth quarter,...
Callan Family Office LLC Purchases New Holdings in The Boeing Company (NYSE:BA)
Callan Family Office LLC purchased a new stake in shares of The Boeing Company (NYSE:BA - Free Report) during the...
Callan Family Office LLC Invests $905,000 in CVS Health Co. (NYSE:CVS)
Callan Family Office LLC bought a new position in CVS Health Co. (NYSE:CVS - Free Report) in the 4th quarter,...
Callan Family Office LLC Takes Position in Xcel Energy Inc. (NASDAQ:XEL)
Callan Family Office LLC acquired a new stake in shares of Xcel Energy Inc. (NASDAQ:XEL - Free Report) during the...
Callan Family Office LLC Makes New $998,000 Investment in PayPal Holdings, Inc. (NASDAQ:PYPL)
Callan Family Office LLC purchased a new stake in PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) in the 4th quarter,...
Callan Family Office LLC Makes New Investment in Micron Technology, Inc. (NASDAQ:MU)
Callan Family Office LLC acquired a new stake in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) in the...
Callan Family Office LLC Makes New $1.01 Million Investment in Arista Networks, Inc. (NYSE:ANET)
Callan Family Office LLC bought a new stake in Arista Networks, Inc. (NYSE:ANET - Free Report) in the fourth quarter,...
Callan Family Office LLC Has $1.05 Million Holdings in Brown & Brown, Inc. (NYSE:BRO)
Callan Family Office LLC lifted its position in Brown & Brown, Inc. (NYSE:BRO - Free Report) by 67.7% in the...
Callan Family Office LLC Raises Stock Holdings in General Dynamics Co. (NYSE:GD)
Callan Family Office LLC boosted its position in shares of General Dynamics Co. (NYSE:GD - Free Report) by 83.4% in...
Callan Family Office LLC Grows Stock Position in Emerson Electric Co. (NYSE:EMR)
Callan Family Office LLC boosted its stake in shares of Emerson Electric Co. (NYSE:EMR - Free Report) by 147.3% in...
Meet the new fundie kids on the block
As one of the nation’s newest venture funds, this Sydney trio has closed $12m and wants to be the place...
Callan Family Office LLC Acquires 15,948 Shares of General Electric (NYSE:GE)
Callan Family Office LLC lifted its holdings in General Electric (NYSE:GE - Free Report) by 1,430.3% in the fourth quarter,...
47,709 Shares in Shell plc (NYSE:SHEL) Bought by Callan Family Office LLC
Callan Family Office LLC purchased a new stake in Shell plc (NYSE:SHEL - Free Report) during the 4th quarter, according...
Callan Family Office LLC Buys 80,822 Shares of Comcast Co. (NASDAQ:CMCSA)
Callan Family Office LLC increased its stake in Comcast Co. (NASDAQ:CMCSA - Free Report) by 1,302.5% in the 4th quarter,...
Callan Family Office LLC Acquires 54,093 Shares of Microchip Technology Incorporated (NASDAQ:MCHP)
Callan Family Office LLC lifted its stake in Microchip Technology Incorporated (NASDAQ:MCHP - Free Report) by 1,338.9% during the fourth...
Callan Family Office LLC Acquires 20,469 Shares of Capital One Financial Co. (NYSE:COF)
Callan Family Office LLC lifted its holdings in Capital One Financial Co. (NYSE:COF - Free Report) by 639.7% in the...
BlackRock, Inc. (NYSE:BLK) Shares Purchased by Callan Family Office LLC
Callan Family Office LLC lifted its position in BlackRock, Inc. (NYSE:BLK - Free Report) by 440.7% in the fourth quarter,...
Callan Family Office LLC Buys 91,731 Shares of Wells Fargo & Company (NYSE:WFC)
Callan Family Office LLC raised its stake in shares of Wells Fargo & Company (NYSE:WFC - Free Report) by 1,388.2%...
Callan Family Office LLC Raises Stock Holdings in Lowe’s Companies, Inc. (NYSE:LOW)
Callan Family Office LLC raised its holdings in Lowe's Companies, Inc. (NYSE:LOW - Free Report) by 1,108.1% during the fourth...
Callan Family Office LLC Takes $1.33 Million Position in Starbucks Co. (NASDAQ:SBUX)
Callan Family Office LLC acquired a new stake in shares of Starbucks Co. (NASDAQ:SBUX - Free Report) during the 4th...
Callan Family Office LLC Buys 9,856 Shares of Duke Energy Co. (NYSE:DUK)
Callan Family Office LLC boosted its stake in Duke Energy Co. (NYSE:DUK - Free Report) by 416.6% in the 4th...
Callan Family Office LLC Invests $1.30 Million in Graco Inc. (NYSE:GGG)
Callan Family Office LLC purchased a new position in shares of Graco Inc. (NYSE:GGG - Free Report) during the 4th...
31,532 Shares in Baker Hughes (NASDAQ:BKR) Acquired by Callan Family Office LLC
Callan Family Office LLC purchased a new position in Baker Hughes (NASDAQ:BKR - Free Report) during the fourth quarter, according...
Callan Family Office LLC Makes New $1.20 Million Investment in RLI Corp. (NYSE:RLI)
Callan Family Office LLC bought a new stake in RLI Corp. (NYSE:RLI - Free Report) during the fourth quarter, according...
Primerica, Inc. (NYSE:PRI) Stock Position Increased by Callan Family Office LLC
Callan Family Office LLC raised its position in shares of Primerica, Inc. (NYSE:PRI - Free Report) by 273.8% in the...
Callan Family Office LLC Acquires Shares of 50,984 Conagra Brands, Inc. (NYSE:CAG)
Callan Family Office LLC acquired a new stake in Conagra Brands, Inc. (NYSE:CAG - Free Report) in the fourth quarter,...
Callan Family Office LLC Acquires Shares of 3,442 Linde plc (NASDAQ:LIN)
Callan Family Office LLC purchased a new stake in Linde plc (NASDAQ:LIN - Free Report) in the 4th quarter, according...
8,159 Shares in Cintas Co. (NASDAQ:CTAS) Acquired by Callan Family Office LLC
Callan Family Office LLC acquired a new stake in Cintas Co. (NASDAQ:CTAS - Free Report) in the 4th quarter, according...
Callan Family Office LLC Invests $1.51 Million in Intercontinental Exchange, Inc. (NYSE:ICE)
Callan Family Office LLC bought a new position in shares of Intercontinental Exchange, Inc. (NYSE:ICE - Free Report) during the...
Callan Family Office LLC Acquires New Stake in Toyota Motor Co. (NYSE:TM)
Callan Family Office LLC acquired a new stake in Toyota Motor Co. (NYSE:TM - Free Report) during the 4th quarter,...
Family office dealmaking doubled in February with bets on crab shells, nuclear reactors and more
From Laurene Powell Jobs to the family behind Lego, the ultra-rich made bold bets in February.
AlTi expands into Germany with Kontora Family Office
The wealth giant overseeing $77 billion in total assets has secured itself a foothold in the world's third-largest ultra-high-net-worth market.
AlTi invades Germany with Kontora Family Office deal
The wealth giant overseeing $77 billion in total assets has secured itself a foothold in the world's third-largest ultra-high-net-worth market.
Family Office Software for Financial Management Market to Witness Major Growth by 2032
Family Office Software is a comprehensive financial management solution designed to help ultra high net worth individuals (UHNWIs) and family...
The Walt Disney Company (NYSE:DIS) Shares Purchased by Callan Family Office LLC
Callan Family Office LLC lifted its stake in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 325.1%...
Lockheed Martin Co. (NYSE:LMT) Stock Position Raised by Callan Family Office LLC
Callan Family Office LLC lifted its stake in shares of Lockheed Martin Co. (NYSE:LMT - Free Report) by 533.8% during...
Chevron Co. (NYSE:CVX) Shares Acquired by Callan Family Office LLC
Callan Family Office LLC grew its stake in shares of Chevron Co. (NYSE:CVX - Free Report) by 286.8% in the...
Callan Family Office LLC Increases Position in Exxon Mobil Co. (NYSE:XOM)
Callan Family Office LLC raised its position in shares of Exxon Mobil Co. (NYSE:XOM - Free Report) by 278.4% in...
RTX Co. (NYSE:RTX) Shares Bought by Callan Family Office LLC
Callan Family Office LLC grew its stake in RTX Co. (NYSE:RTX - Free Report) by 568.2% during the 4th quarter,...
Callan Family Office LLC Raises Holdings in The Home Depot, Inc. (NYSE:HD)
Callan Family Office LLC raised its holdings in The Home Depot, Inc. (NYSE:HD - Free Report) by 356.8% during the...
Callan Family Office LLC Purchases 39,221 Shares of The Procter & Gamble Company (NYSE:PG)
Callan Family Office LLC lifted its holdings in The Procter & Gamble Company (NYSE:PG - Free Report) by 880.4% during...
Callan Family Office LLC Purchases 35,417 Shares of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)
Callan Family Office LLC boosted its position in shares of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM - Free Report) by...
Callan Family Office LLC Acquires New Holdings in Walmart Inc. (NYSE:WMT)
Callan Family Office LLC acquired a new position in Walmart Inc. (NYSE:WMT - Free Report) in the fourth quarter, according...
Callan Family Office LLC Increases Stake in Bank of America Co. (NYSE:BAC)
Callan Family Office LLC increased its stake in shares of Bank of America Co. (NYSE:BAC) by 142.7% in the fourth...
Callan Family Office LLC Has $9.48 Million Stake in Netflix, Inc. (NASDAQ:NFLX)
Callan Family Office LLC boosted its stake in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 491.7% in the...
Tesla, Inc. (NASDAQ:TSLA) Shares Acquired by Callan Family Office LLC
Callan Family Office LLC boosted its holdings in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 2,677.9% during the 4th quarter,...
Citigroup hiring to tap the Gulf family office market
Citigroup says it is expanding its presence in the UAE as it competes to manage more of the assets of...
Prominent Initiator: Zurich Gets a Nordic Hub
An increasing number of Swedes, Norwegians, Danes, and Finns are choosing to live in Switzerland. A Nordic financial institution is...
The hidden dangers of family offices
Private wealth management companies for the super-rich now manage trillions of dollars globally. Critics say they are open to abuse.
Meet the women controlling the wealth of Australia’s richest families
Family offices in Australia have traditionally been run by men but as wealth shifts to the next generation and tech...
AITi Tiedemann Makes Its First European Acquisition
The wealth manager and multi-family office has bought its first European business, a German MFO with more than $15.20 billion...
AlTi Tiedemann Buys $15B German Family Office
The deal with Kontora represents AlTi’s first European acquisition since taking investments from Allianz X and Constellation Wealth Capital last...
Family Office Software Market Is Booming Worldwide 2024-2032
Family Office Software Market Overview and Insights The latest competent intelligence report published by IMR Market Reports with the title...
AlTi Global buys $15.2bn German multi-family office
Kontora Family Office is AlTi’s first European acquisition since it took an investment from Allianz X and Constellation Wealth Capital...
Family offices rattled by market swings and tariffs
Investment firms of the ultra-rich have halted new deals until they get more clarity from the Trump administration on policy.
Council Post: The Future Of The Family Office: The Arrival Of AI
AI won’t replace family office professionals, but it will redefine how they work.
Genstar Capital veteran chairman, managing partner Conte launches family office
Private equity veteran Jean-Pierre Conte has launched a family office, Lupine Crest Capital.
The $18 trillion challenge for family offices
The younger generation in Middle East family offices may have different investment priorities that the old guard finds difficult to...
SumIt Announces Strategic Integrations with Bill and Addepar into its Family Office Accounting Software
NEW YORK, March 5, 2025 /PRNewswire/ -- SumIt, a powerful, multi-entity general ledger and accounting platform built by family offices...
Family offices and high-net-worth investors lead global real estate rebound
Investor groups took advantage of prices bottoming out and the lack of competition from institutional investors, according to Knight Frank.
Family offices to increase real estate bets ahead of rebound
Nearly half of family offices said they plan to increase allocations to real estate in coming months, with an emphasis...
Wealthica Unveils Family Office Version to Revolutionize Multi-Generational Wealth Management
Wealthica Financial Technology Inc, Canada's leading investment aggregation platform, is proud to announce the launch of its Family Office software.
Unfazed by Amrapali mess, MS Dhoni’s family office invests in real estate platform SILA
The investment was confirmed in a statement by SILA and MS Dhoni’s family office. SILA did not disclose the amount...
Indian cricket legend MS Dhoni family office invests in real estate platform SILA
Indian cricket legend Mahendra Singh Dhoni's family office has made an undisclosed amount of investment in Norwest Venture Partners-backed real...
Anthony Ritossa’s 24th Global Family Office Investment Summit in Miami: A Resounding Success and a Launchpad for Global Collaboration
The 24th Edition of the Global Family Office Investment Summit, hosted at the luxurious Trump International Beach Resort, exceeded expectations...
Boston Multi Family Office acquires Aqua Group
Isle of Man-headquartered Boston Multi Family Office has completed its acquisition of Aqua Group, a family office and fiduciary business.
Al-Futtaim Family Office invests in China’s BYD as automaker raises $5.59bn
The UAE's Al-Futtaim Family Office is a key investor in the share sale, and the two firms are planning on...
MindWaveDAO Showcases Bitcoin-Backed DeFi Solutions at Global Family Office Investment Summit; Unveils NILA Token Launch
MindWaveDAO presents Bitcoin-backed DeFi solutions at the Global Family Office Investment Summit and unveils its NILA token launch for investors.
China’s BYD raises $5.95 billion in upsized share sale, term sheet shows
Chinese electric vehicle maker BYD has raised $5.95 billion in a primary share sale that was increased in size, according...
Acquisition leads Prime Capital Financial to launch family office services
Prime Capital Financial acquired a family office service provider with $1.55 billion in assets and then launched Prime Capital Family...
SuperReturn North America 2025 Hosts Top Leadership of LPs and GPs in Miami, March 17th
As the global financial landscape evolves, the private capital sector is facing a host of new challenges and opportunities. SuperReturn...
Meet the investor behind billionaire Melinda French Gates’ bets on women-led funds and startups
While some asset managers are retreating from impact investing, family offices are leaning into environmentally or socially conscious causes.
Automotive News Video: William Gabriel Capital family office buys first dealership
The Lavin family has taken a major step into the automotive industry, acquiring their first majority-owned dealership in Corsicana, Texas.
Prime Capital Financial launches UHNW family office
The Overland Park, Kansas-based RIA's acquisition of Sinecera Capital gives it a new foothold to service the ultra-affluent.
Prime Capital Starts Family Office Via Acquisition
Prime Capital Financial has acquired SineCera Capital to launch a boutique family wealth office.
Aquiline to buy SEI’s Family Office Services business for $120m
Private equity firm Aquiline has agreed to purchase the Family Office Services business from SEI for $120m.
Two-tour FL senator begins next chapter: CEO of $300M family office
Former politician Tom Lee has gone from homebuilding to wealth building.
Aquiline acquires SEI’s Family Office Services business for $120m – FinTech Futures: Fintech news
US-based financial services firm SEI has agreed to deal to sell its Family Office Services business to Aquiline Capital Partners...
Endowus Announces Investment Leadership Team
Singapore-headquartered digital wealth manager Endowus has unveiled its investment leadership team and ambitions to further grow in Hong Kong.
Prime Capital Financial and SineCera Capital Join Forces to Launch Prime Capital Family Office
Prime Capital Financial establishes Prime Capital Family Office with the acquisition of SineCera Capital (SineCera).
What’s Behind the Secret Walls of Family Offices?
What is a family office? A new report looks at the challenges that family offices face in terms of succession,...
The Family Office Market: Does Size Matter?
This lack of transparency, combined with the absence of a standardized definition, makes it challenging to produce accurate estimates.
