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.
Q.ANT: Series A Funding Expanded To $80 Million Following Duquesne Family Office Investment
Q.ANT, a Stuttgart-based deep-tech company pioneering photonic processing for artificial intelligence (AI) and high-performance computing (HPC), has expanded its Series...
The Phantom Fortunes: Inside the World of Fake Family Offices
By Matthias Knab How Imposters, Con Artists, and Sophisticated Fraudsters Are Infiltrating the Ultra-Wealthy's Most Exclusive Networks An investigation
The 30-year-old obsessive networker who is dominating a wildly profitable niche on Wall Street known as ‘directs’
Matt Swain has become a pioneer by pairing family offices looking to triple their money with under-the-radar businesses looking to...
Fiduciary Family Office LLC Sells 1,328 Shares of Alphabet Inc. $GOOGL
Fiduciary Family Office LLC decreased its position in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 3.7% during the...
Director, Family Office Planning & Administration
A boutique multi-family office based in Boston is looking to build their leadership team by hiring a new Director. Working...
Ace Investor Sunil Singhania’s Family Office Backs SPC (Swapnil Patni’s Classes) India’s Leading CA Coaching Brand Enters Pre-IPO Growth Phase
New Delhi [India], October 31: SPC -- a bootstrapped, profit-making, and leading CA-education company -- has onboarded Mr. Sunil Singhania,...
Ace Investor Sunil Singhania’s Family Office Backs SPC (Swapnil Patnis Classes) India’s Leading CA Coaching Brand Enters Pre-IPO Growth Phase
New Delhi [India], October 31: SPC -- a bootstrapped, profit-making, and leading CA-education company -- has onboarded Mr. Sunil Singhania,...
PulteGroup, Inc. $PHM Position Trimmed by Virtus Family Office LLC
Virtus Family Office LLC trimmed its holdings in shares of PulteGroup, Inc. (NYSE:PHM - Free Report) by 27.1% in the...
Virtus Family Office LLC Has $2.52 Million Stock Position in Stellantis N.V. $STLA
Virtus Family Office LLC trimmed its position in Stellantis N.V. (NYSE:STLA - Free Report) by 11.6% in the second quarter,...
PDD Holdings Inc. Sponsored ADR $PDD is Virtus Family Office LLC’s 4th Largest Position
Virtus Family Office LLC lowered its position in shares of PDD Holdings Inc. Sponsored ADR (NASDAQ:PDD - Free Report) by...
The family office is no longer just for the superrich — here’s how even smaller fortunes can use one to last generations
Julius Baer experts say entrepreneurs and smaller fortunes can use hybrid and virtual family offices to manage their assets, governance,...
From Wealth Preservation to Planetary Regeneration: How a Family Office Rewired the Meaning of Capital
Based in Dubai, the Henmil Group concentrates on equity positions in ventures and real estate that can demonstrate systemic impact...
Ultra-rich families focus on driving impact ‘across generations’ in legacy planning
Ultra-high-net-worth (UHNW) families are putting greater focus on legacy planning to create sustainable impact for future generations amid growing uncertainty...
How family offices help business owners build their legacy, empower heirs
Business owners who acquire a substantial amount of wealth during their careers will need to consider who the best person...
Biltmore Family Office LLC Acquires Shares of 540 GE Vernova Inc. $GEV
Biltmore Family Office LLC acquired a new stake in GE Vernova Inc. (NYSE:GEV - Free Report) during the second quarter,...
Biltmore Family Office LLC Sells 5,950 Shares of Equifax, Inc. $EFX
Biltmore Family Office LLC decreased its stake in Equifax, Inc. (NYSE:EFX - Free Report) by 25.2% during the 2nd quarter,...
Prominent Qatar Figure’s Family Office Builds Team
The report said that the family office has won regulatory approval to set up in Monaco.
UHNW Families At Odds Over Wealth, Risks Put Relocation In Focus
Among its findings, the survey reported that a large proportion of family members clashed over wealth, nearly half were considering...
Family office picks up multi-building apartment complex in Brantford
The 2022-built property comprises 208 units
Clarity, control, customization: Family offices are reshaping the financial management experience
For many families, financial management isn’t just about investment returns, it’s about stewardship. A multi-family office (MFO) exists for precisely...
Ray Dalio says America is developing a ‘dependency’ on its top 1% of workers, while the bottom 60% are struggling and unproductive
I think the issue is very much that you can't look at the U.S. as a whole nowadays, the Bridgewater...
StanChart: Four Themes to Guide UHNW Family Wealth
Standard Chartered has launched a new report on the leading themes that will provide guidance to safeguard the wealth of...
Versetti Family Office advances discussion on longevity innovation at Global Summit
Angel Versetti underscores the need for scientific-commercial synergy and global collaboration at the 6th Annual Timepie Longevity Summit.
CVA Family Office LLC Buys New Position in Energy Transfer LP $ET
CVA Family Office LLC bought a new stake in shares of Energy Transfer LP (NYSE:ET - Free Report) during the...
Tesla, Inc. $TSLA Shares Acquired by CVA Family Office LLC
CVA Family Office LLC boosted its holdings in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 13.9% during the 2nd quarter,...
Elite CIO Forum in Beverly Hills: Dr. Alyce Su (Ex-PIMCO) on Investment Strategies
October 25, 2025 -- Top CIOs Convened in Beverly Hills for Elite Wealth Forum: PIMCO Partner Family Office's CIO Dr....
5 ways wealthy parents can stop their kids from wasting the family fortune
Kathleen Grace, the CEO of Fiduciary Family Office, said wealthy parents should teach their kids about money, work, and giving...
JP Morgan: Alternatives key to future-proof family office portfolios
Alternative assets should make up a large minority of any future-focused investment portfolio, said a leading figure from J.P. Morgan.
Family offices fear dollar depreciation, lower investment returns in wake of tariffs
Investment firms of the ultra-wealthy have grown more bearish about their portfolios in 2025, according to a new survey.
Apple Inc. $AAPL Shares Acquired by Custos Family Office LLC
Custos Family Office LLC grew its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 8.3% in the 2nd quarter,...
Qatar’s Former Ruler Expands Family Office With Multistrategy Investment Push in Monaco
The family office of Qatar’s former ruler, Sheikh Hamad bin Khalifa Al Thani, is ramping up hiring to build a...
Qatar Royal Recruits Top Bankers for Firm to Manage His Billions
The family office for Qatar’s former ruler is on a hiring push to build up a multistrategy investment team, adding...
Tour the imposing Milan apartment of a Moncler heir
French studio Gilles & Boissier recently reimagined a former family office space for the Ruffini family, now infused with Italian...
IWMA: Corporate Finalists for Best Multi Family Office
The moment has arrived to unveil the corporate finalists for the Best Multi Family Office – United States category at...
$19.7bn RWA Wealth Partners adds family office advisors
Jennifer Votano and Evelyn Pepe join the Boston-based firm from Clarfeld, the private wealth management arm of Citizens Bank.
AI a top investment theme for Canadian family offices
Average Canadian family office wealth is US$2.1B, study finds
Steve Ballmer’s family office backs affordable housing funds
The LA Clippers owner and ex-Microsoft CEO’s Ballmer Group committed a total of $150 million to Avanath and Vistria vehicles...
Family offices dig into rare-earths amid geopolitical tensions
As China tightens control over exports, private investors eye high-risk, high-reward plays in critical minerals.
Real estate remains a cornerstone of family office portfolios
North America’s wealthiest families are shifting their investment strategies, favoring private credit and real estate over riskier startup ventures, reported...
Family office, clean tech venture firm leader: ‘Precarious times’ in ESG world
The head of an energy-focused venture firm, whose family office has shifted into renewable technologies, mulls the fraught sustainable investing...
I Win Asset Management Limited Enters Strategic Partnership to Launch AI-Driven Investment Fund with eBroker Group Limited and Royal Family Office
I Win Asset Management partners with eBroker Group and Royal Family Office to launch an AI-driven investment fund targeting professional...
Family Office Investment Shift: Private Credit & Real Estate Hit 29% of Portfolios – News and Statistics
North America's wealthiest families are shifting billions from startups to private credit and real estate, with these assets now representing...
Christian Insurance Family Debuts, Aligning Faith and Insurance Policies for Peace of Mind
Christian Insurance Family Debuts, Aligning Faith and Insurance Policies for Peace of Mind
Family Office & Wealth Management Course (November 4-6, 2025) | Navigate Complex Wealth Management and Succession Planning
DUBLIN--(BUSINESS WIRE)--The "Family Office & Wealth Management Course (November 4-6, 2025)" has been added to ResearchAndMarkets.com's offering.
Why you should never tell this $14b company CEO you are doing your job
Soul Patts chief executive Todd Barlow discusses why the firm tends to employ people with a working-class background – and...
Why Australia’s only listed family office prefers working-class staff
Todd Barlow, who leads $14 billion company Soul Patts, discusses why you should never tell him you are doing your...
Citi Wealth Appoints Juan Andrés Althabe as Director in New York
Citi Wealth appoints Juan Andrés Althabe as Director of the Global Family Office Group in New York. “I’m very excited...
Ultrawealthy families are pouring billions into private credit and real estate, but cutting back on early-stage startups
North America's richest families are steering wealth into credit and real estate, moving away from startups, Campden Wealth's 2025 report...
Practical RIA Sellers, Family Offices And AI’s Impact On Client Relationships
Plus Our Wealthtech And Deals & Recruiting Roundups, Hightower’s New Channel, NorthRock’s And VestGen’s Acquisitions, Cerulli On Retirement Plans And...
Veteran CIOs launch unique consulting business for HNW, family office investors
Kathleen Vogelsang, CIO at Van Andel Institute, and Quan Mac, formerly of Greenville Asset Management, are launching Bostwick Investment Consulting.
Brighton Jones Appoints Jessica Andrews As General Manager
Brighton Jones, an independent wealth management firm dedicated to aligning clients’ wealth with their values and passions, today announced the......
Endowus raises more than US$70 million, client assets cross US$10 billion mark
The funds will be used to scale up its market presence in Singapore and Hong Kong.
Costs Big Barrier To Creating Family Offices
The sheer expense of building a family office is a headache for a number of UHNW families; complexity for multi-generational...
ESMA seeks liquidity standards for alt funds
Guidance addresses open-ended loan origination funds
Sceats Family Office launches specialist coal mediation service
A faster, fairer, and far cheaper alternative to arbitration. LONDON, UNITED KINGDOM, October 21, 2025 /EINPresswire.com/ -- Sceats Family Office...
Brighton Jones Welcomes Jessica Andrews as General Manager of Family Office and Multi-Family Office
SEATTLE, Oct. 21, 2025 /PRNewswire/ -- Brighton Jones, an independent wealth management firm dedicated to aligning clients' wealth with their...
Key takeaways from our Global Family Office Forum 2025
Discover some of the key takeaways from the second annual Global Family Office Forum.
Family offices are booming as the superrich look to futureproof their fortunes
For the world's richest families, wealth management is no longer just about making money — it's about survival.
Fiduciary Family Office LLC Sells 1,441 Shares of Reinsurance Group of America, Incorporated $RGA
Fiduciary Family Office LLC lowered its holdings in shares of Reinsurance Group of America, Incorporated (NYSE:RGA - Free Report) by...
Fiduciary Family Office LLC Has $645,000 Stake in Restaurant Brands International Inc. $QSR
Fiduciary Family Office LLC lowered its stake in Restaurant Brands International Inc. (NYSE:QSR - Free Report) (TSE:QSR) by 41.6% in...
David Rubenstein-Backed Firm Builds $303 Million US Property Bet
An investment firm backed by Carlyle Group Inc. co-founder David Rubenstein and other members of the world’s rich is bolstering...
Packaging Corporation of America $PKG Shares Purchased by Fiduciary Family Office LLC
Fiduciary Family Office LLC increased its stake in shares of Packaging Corporation of America (NYSE:PKG - Free Report) by 224.1%...
Fiduciary Family Office LLC Has $737,000 Stock Position in Diamondback Energy, Inc. $FANG
Fiduciary Family Office LLC lowered its position in shares of Diamondback Energy, Inc. (NASDAQ:FANG - Free Report) by 43.8% in...
Fiduciary Family Office LLC Sells 2,248 Shares of Ingredion Incorporated $INGR
Fiduciary Family Office LLC decreased its position in shares of Ingredion Incorporated (NYSE:INGR - Free Report) by 28.0% during the...
Fiduciary Family Office LLC Decreases Stock Holdings in Royal Caribbean Cruises Ltd.
Fiduciary Family Office LLC trimmed its stake in shares of Royal Caribbean Cruises Ltd. (NYSE:RCL - Free Report) by 26.5%...
Fiduciary Family Office LLC Has $1.03 Million Position in Merck & Co., Inc. $MRK
Fiduciary Family Office LLC reduced its position in shares of Merck & Co., Inc. (NYSE:MRK - Free Report) by 30.8%...
Fiduciary Family Office LLC Boosts Stake in STERIS plc $STE
Fiduciary Family Office LLC lifted its stake in STERIS plc (NYSE:STE - Free Report) by 78.8% in the 2nd quarter,...
PepsiCo, Inc. $PEP Stake Boosted by Fiduciary Family Office LLC
Fiduciary Family Office LLC increased its position in shares of PepsiCo, Inc. (NASDAQ:PEP - Free Report) by 22.5% during the...
Fiduciary Family Office LLC Boosts Stake in Vertiv Holdings Co. $VRT
Fiduciary Family Office LLC raised its position in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 49.9% in the 2nd...
Fiduciary Family Office LLC Raises Stock Holdings in Lam Research Corporation $LRCX
Fiduciary Family Office LLC raised its position in Lam Research Corporation (NASDAQ:LRCX - Free Report) by 23.2% in the second...
Fiduciary Family Office LLC Decreases Stock Position in Oracle Corporation $ORCL
Fiduciary Family Office LLC lowered its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 12.4% during the 2nd quarter,...
Family Office: The Key To Multigenerational Legacy
While once focused primarily on wealth management, today’s family offices are evolving into strategic institutions that connect governance, education and...
Hong Kong and Singapore are Asia’s twin hubs for family offices, Julius Baer says
Wealthy families from across the world use Hong Kong and Singapore as twin hubs to expand in Asia, preferring real...
Hong Kong rivals Singapore as top Asian family office hub: Julius Baer report
Hong Kong rivals Singapore as the preferred family office hub in Asia, with the two centers hosting more than 2,700...
Custos Family Office LLC Acquires 1,930 Shares of NVIDIA Corporation $NVDA
Custos Family Office LLC lifted its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 46.1% during the 2nd quarter,...
Deutsche Bank: ME family offices join global move into illiquid assets, private credit
The bank’s latest report finds Middle Eastern family offices are adopting more sophisticated financing strategies to enhance returns and liquidity.
Legacy, Resilience, and Purpose Take Center Stage for Family Offices
The Family Barometer 2025 by Julius Bär and PwC seeks to highlight current trends among UHNW families when it comes...
Westpac, ASIC ask court for $20m fine over RAMS misconduct
Westpac admitted to systemic failures, including fraud, within its mortgage franchise network RAMS. ASIC and the bank are now asking...
Trump tells Rudd ‘all’s forgiven’; Arafura rockets; Family office salaries shrink
Read everything that’s happened in the news so far today.
Exclusive | Hong Kong sets sights on 220 new family offices in next growth phase
InvestHK launches ‘Family Office 2.0’ to lure global wealth hubs to Hong Kong as race steps up with Singapore.
$1m CEO salaries disappear from family offices
A new report reveals that family office CEO base salaries sit around $500,000 to $625,000 plus substantial bonuses, but the...
Succession planning takes center stage for family offices and businesses
A pair of reports show how a desire to keep control within the family is driving more efforts at formal...
Generational shift meets AI as family offices future-proof their fortunes
Family offices boost tech and caution as generational wealth transfer and market uncertainty accelerate
Is AI Rewiring The Modern Family Office?
AI is reshaping how family offices manage data, risk, and decisions, moving from theory to practice and redefining the infrastructure...
Garth Hu’s pitch to rich Chinese families is eye-popping
The rainmaker dominated the Chinese-Australian wealth market at Morgan Stanley. His new venture has stopped some in their tracks.
Family offices eye liquidity, direct PE as wealth transfer accelerates
North American family offices are increasingly adopting generative AI while sticking to private markets, according to a new report from...
Callan Family Office LLC Acquires 51,380 Shares of Meta Platforms, Inc. $META
Callan Family Office LLC grew its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 188.6% during the 2nd...
Callan Family Office LLC Has $22.52 Million Stock Position in JPMorgan Chase & Co. $JPM
Callan Family Office LLC increased its position in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 131.3%...
Crypto News Today: Arthur Hayes’ Family Office Maelstrom Eyes $250M Crypto Buyout Fund
Maelstrom, the family office of Arthur Hayes, aims to spend $250M to buy 6 mid-sized crypto companies, with an emphasis...
Callan Family Office LLC Acquires Shares of 2,690 The Estee Lauder Companies Inc. $EL
Callan Family Office LLC acquired a new stake in The Estee Lauder Companies Inc. (NYSE:EL - Free Report) in the...
Callan Family Office LLC Purchases New Position in PBF Energy Inc. $PBF
Callan Family Office LLC purchased a new stake in shares of PBF Energy Inc. (NYSE:PBF - Free Report) during the...
BitMEX co-founder’s family office seeking $250M for private equity fund: Report
Maelstrom, the family office connected to BitMEX co-founder Arthur Hayes, is reportedly looking to raise $250 million for a private...
Arthur Hayes’ Family Office Targets $250M Fund
Arthur Hayes has sought $250M for Maelstrom’s equity fund to acquire profitable off-chain crypto firms, targeting institutions.
Arthur Hayes’ Family Office Targets $250M Fund to Back Mid-Sized Crypto Firms: Report
Maelstrom, the family office of BitMEX co-founder Arthur Hayes, is seeking to raise at least $250 million for its first...
French oil heirs eye Brooklyn, Austin property deals
The Perrodo family office is exploring residential property deals in the U.S., reflecting its growing status as a real estate...
Arthur Hayes-Backed Family Office Seeks $250M to Buy Crypto Service Firms
Maelstrom is going after non-token equity deals where valuations are based on cash flows, not speculative token allocations.
Arthur Hayes-Backed Family Office Seeks $250M to Buy Crypto Service Firms: Bloomberg
Maelstrom is going after non-token equity deals where valuations are based on cash flows, not speculative token allocations.
Arthur Hayes’ family office, Maelstrom, targets $250 million for new private equity fund: Bloomberg
Maelstrom co-founder Akshat Vaidya said the fund is looking to raise upwards of $250 million to acquire crypto infrastructure and...
Family offices seize on secondaries as private-equity exits dry up
Family offices are increasingly investing in secondaries to manage liquidity, diversify portfolios and access sectors.
Arthur Hayes’ Family Office Seeks $250 Million for Buyout Fund
The family office of Arthur Hayes, an influential figure in cryptocurrency who co-founded the exchange BitMEX, is seeking at least...
15,388 Shares in Park Aerospace Corp. $PKE Purchased by Callan Family Office LLC
Callan Family Office LLC purchased a new position in shares of Park Aerospace Corp. (NYSE:PKE - Free Report) in the...
6,322 Shares in QIAGEN N.V. $QGEN Purchased by Callan Family Office LLC
Callan Family Office LLC bought a new position in QIAGEN N.V. (NYSE:QGEN - Free Report) during the 2nd quarter, according...
Callan Family Office LLC Acquires Shares of 3,480 AAR Corp. $AIR
Callan Family Office LLC bought a new stake in AAR Corp. (NYSE:AIR - Free Report) during the second quarter, according...
Callan Family Office LLC Acquires New Stake in Edison International $EIX
Callan Family Office LLC acquired a new stake in shares of Edison International (NYSE:EIX - Free Report) in the second...
Callan Family Office LLC Makes New $244,000 Investment in First Solar, Inc. $FSLR
Callan Family Office LLC purchased a new stake in First Solar, Inc. (NASDAQ:FSLR - Free Report) in the 2nd quarter,...
Callan Family Office LLC Invests $245,000 in Southern Copper Corporation $SCCO
Callan Family Office LLC purchased a new position in shares of Southern Copper Corporation (NYSE:SCCO - Free Report) during the...
8,207 Shares in Coupang, Inc. $CPNG Purchased by Callan Family Office LLC
Callan Family Office LLC purchased a new stake in Coupang, Inc. (NYSE:CPNG - Free Report) during the 2nd quarter, according...
Callan Family Office LLC Takes Position in BeOne Medicines Ltd.
Callan Family Office LLC bought a new position in BeOne Medicines Ltd. - Sponsored ADR (NASDAQ:ONC - Free Report) during...
Callan Family Office LLC Makes New Investment in Norwegian Cruise Line Holdings Ltd. $NCLH
Callan Family Office LLC bought a new position in shares of Norwegian Cruise Line Holdings Ltd. (NYSE:NCLH - Free Report)...
Callan Family Office LLC Invests $264,000 in National Fuel Gas Company $NFG
Callan Family Office LLC acquired a new position in shares of National Fuel Gas Company (NYSE:NFG - Free Report) during...
Callan Family Office LLC Purchases Shares of 8,232 CNX Resources Corporation
Callan Family Office LLC purchased a new stake in shares of CNX Resources Corporation (NYSE:CNX - Free Report) during the...
Callan Family Office LLC Acquires Shares of 7,922 Pinterest, Inc. $PINS
Callan Family Office LLC acquired a new stake in Pinterest, Inc. (NYSE:PINS - Free Report) in the second quarter, according...
Callan Family Office LLC Takes $285,000 Position in F5, Inc. $FFIV
Callan Family Office LLC purchased a new position in shares of F5, Inc. (NASDAQ:FFIV - Free Report) during the second...
Callan Family Office LLC Buys New Position in Affirm Holdings, Inc. $AFRM
Callan Family Office LLC bought a new stake in shares of Affirm Holdings, Inc. (NASDAQ:AFRM - Free Report) in the...
3,631 Shares in Ciena Corporation $CIEN Acquired by Callan Family Office LLC
Callan Family Office LLC acquired a new stake in Ciena Corporation (NYSE:CIEN - Free Report) in the second quarter, according...
Kiran Patel’s $190M high-rise progresses in Tampa’s Encore district
Dr. Kiran Patel's family office will relocate to the Harrison, a $190 million mixed-use tower in Tampa's Encore district, set...
Family office acquires Maryland firm
Family Office of America's Maryland subsidiary acquired Maryland-based CPA firm Toone & Associates — the latest example of family offices...
Report: North American Family Offices Increasingly Embrace AI And Innovation
RBC And Campden Wealth Report Says Three Times More Family Offices Are Leveraging AI To Improve Operations This Year Than...
2025 RBC and Campden Wealth Report: North American family offices adapt to uncertainty and embrace AI, innovation and
Following volatility in early 2025, family offices are transforming caution into opportunity to position themselves for sustained success. Key findings:...
Dollar depreciation a leading concern as family offices bet on cash, gold and crypto
Dollar depreciation a leading concern as family offices bet on cash, gold and crypto. There's been a shift in the...
Deutsche Bank: Family offices building ‘war chests’ for market swings
Family offices are building up credit lines to seize business opportunities and manage risk, highlighting the sophistication of investment firms...
Family Offices Get ‘War Chests’ for Market Swings, Says Deutsche Bank
Family offices are getting ready for a market opportunity, Adam Russ, global head of wealth management and business lending at...
Alleged crime boss set up Singapore family office as US sanctions target pig-butchering ring
Chen Zhi, the chairman of Prince Holding Group, set up a Singapore family office that claimed special tax perks while...
DCA eyes agriculture for returns and tax play
When high-net-worth individuals invest in the asset class, 'the tax advantages actually turn it into something in the double digits...
Credit Lines, War Chests And Liquidity: How Family Offices Are Positioning
A study from the German bank into the investment habits of family offices worldwide delves into attitudes about borrowing money...
Family offices reset following volatility in early 2025
After starting the year with market turmoil and trade concerns, ultra-high-net-worth family offices are adjusting their strategy to protect and...
RWA Wealth Partners Expands Family Office Division with Two Senior Wealth Advisors
RWA Wealth Partners, a national independent and boutique wealth management firm responsible for $19.7 billion in client assets, announced today...
Acquires Toone & Associates — Family Office of America Begins Roll-Up Expansion Across Maryland
Family Office of Maryland has acquired Toone & Associates, adding tax and accounting expertise; FOFA plans AI-driven roll-up expansion across...
DBS Private Bank BrandVoice: DBS Private Bank: Giving Family Offices An Edge In Uncertain Times
DBS Private Bank helps UHNW families grow cross-border wealth, plan succession, and future-proof legacies through innovative family office solutions.
Genuine Parts Company $GPC Shares Purchased by Callan Family Office LLC
Callan Family Office LLC boosted its position in Genuine Parts Company (NYSE:GPC - Free Report) by 110.9% in the 2nd...
Callan Family Office LLC Purchases 6,987 Shares of CenterPoint Energy, Inc. $CNP
Callan Family Office LLC raised its position in CenterPoint Energy, Inc. (NYSE:CNP - Free Report) by 124.1% during the 2nd...
Indian family offices have a new favourite—early-stage VC funds
After years of backing late-stage or pre-IPO bets, India’s wealthiest families are shifting capital to smaller venture funds as institutional...
Sarasota family office acquires two Ohio companies
Nickolas Asset Management has acquired OGO and Medal Technologies in North Baltimore, Ohio.
Chanel Billionaires’ Family Office Bets on Rockefeller Capital
The investment firm owned by the family behind Chanel is acquiring a stake in Rockefeller Capital Management, valuing the wealth...
Trump-linked Dominari partners with firm backed by Binance founder’s family office
A subsidiary of Dominari Holdings, which has ties to President Donald Trump’s sons, is partnering with a blockchain project backed...
Rockefeller Capital Management Welcomes New Distinguished Families and Investors to Support Next Phase of Growth
Rockefeller Capital Management (“Rockefeller” or “the firm”) today announced a successful recapitalization at an enterprise valuation of over $6.6 billion.
David Rubenstein’s Family Office Spins Out New Secondaries Firm
Carlyle Group Inc. co-founder David Rubenstein’s family office has spun out a team focusing on buying second-hand stakes in private...
Devon Energy Corporation $DVN Shares Purchased by Callan Family Office LLC
Callan Family Office LLC raised its position in Devon Energy Corporation (NYSE:DVN - Free Report) by 74.8% in the 2nd...
Molson Coors Beverage Company $TAP Shares Purchased by Callan Family Office LLC
Callan Family Office LLC raised its holdings in shares of Molson Coors Beverage Company (NYSE:TAP - Free Report) by 189.0%...
2,720 Shares in AppFolio, Inc. $APPF Purchased by Callan Family Office LLC
Callan Family Office LLC bought a new position in shares of AppFolio, Inc. (NASDAQ:APPF - Free Report) during the 2nd...