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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Understanding the role of Family Office in Nigeria’s hospitality industry

Family governance Luxury & Lifestyle Real Estate Nigeria

The roles of estate & hospitality managers (EHMs) and lifestyle managers (LMs) are steadily gaining recognition as occupations under...

Business Day

Callan Family Office Names Jeffrey Getty Chief Tax Strategist

Estate planning Family governance Tax United States of America

Getty will oversee research and strategy on complex tax issues for ultra-high-net-worth families, businesses, and private investment firms. PHILADELPHIA, PA...

ACCESS Newswire

NF Trinity embraces adaptive investment strategy to mitigate volatility | Family Offices

Investments Portfolio Management Strategy Hong Kong

Managing partner & CIO Helen Zhu highlights the firm's adaptability, strategic portfolio adjustments and efforts to foster collaboration among family...

Asian Investor

Family offices still betting on AI startups during deal slowdown

Investments Startups Venture Capital United States of America

Billionaire family offices including Ray Dalio's have flocked to SandboxAQ.

CNBC

Multi-Family Office Hires CIO, COO and CCO

Compliance Investments Operations United States of America

The multi-family office has hired a CIO to lead its investment strategy and execution alongside a Chief Operating Officer and...

Fin News

Activating Plan B: Wirehouse Breakaways Build a Legacy Family Wealth Office

Estate planning Family governance Succession planning United States of America

Advisors share their vision of building a family office they would entrust with their own families’ wealth.

AdvisorHub

The Diamond Podcast For Financial Advisors: SpirePoint Private Client

Family governance Succession planning WealthTech Investments United States of America

SpirePoint Private Client's Trent Leyda and Kay Campione discuss why they left Morgan Stanley and how their vision for an...

AdvisorHub

Duquesne Family Office LLC Raises Position in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)

Investments Listed Stocks & Bonds Portfolio Management Taiwan

Duquesne Family Office LLC lifted its position in shares of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM - Free Report) by...

MarketBeat

Duquesne Family Office LLC Lowers Holdings in Freeport-McMoRan Inc. (NYSE:FCX)

Investments Listed Stocks & Bonds United States of America

Duquesne Family Office LLC lowered its position in shares of Freeport-McMoRan Inc. (NYSE:FCX - Free Report) by 44.9% in the...

MarketBeat

408,885 Shares in Micron Technology, Inc. (NASDAQ:MU) Purchased by Duquesne Family Office LLC

Investments Listed Stocks & Bonds United States of America

Duquesne Family Office LLC acquired a new stake in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) during the...

MarketBeat

Cherry on top: Queensland family office buys No.1 ice-cream cone maker

Investments Private Equity Trends Australia

Its investment in Altimate is a bet on Australians’ enduring love for ice-cream, which it says has helped the market...

Australian Financial Review

Family Office NF Trinity to Expand in US With New York Presence

Family governance Investments Real Estate United States of America

Nan Fung Trinity, the financial investment and family office arm of Hong Kong conglomerate Nan Fung Group, is planning to...

Bloomberg

EV IPO Watch: Simple Energy Targets $350 Mn Raise in FY27

Automative technology Listed Stocks & Bonds Venture Capital India

EV Market Moves: Simple Energy plans Rs 3,000 crore IPO by FY27 to fund new manufacturing facility and reach 5%...

Deccan Herald

Wealth Surge Drives Family Office Growth, Evolution

Family governance Investments WealthTech United States of America

As they grow in size and sophistication, they're maintaining their flexibility.

Commercial Search

Emigrant Partners picks minority stake in Elevation Point

Investments Private Equity Strategy United States of America

Elevation Point has obtained a strategic minority investment from Emigrant Partners, a player in the capital and advisory sector.

Private Banker International

Shiplog Secures INR 6.5 Cr Funding Round Led by Bhagnani Family Office

Startups Technology Venture Capital India

The startup plans to utilise the funds to strengthen its technological infrastructure, expand its team, and develop an advanced AI-powered...

Entrepreneur

Shiplog Raises Rs 6.5 Cr in Seed Round Led by Deepak Bhagnani Family Office

Startups Technology Venture Capital India

Shiplog, a Gurugram-based logistics-tech startup, secures Rs 6.5 crore in seed funding led by Deepak Bhagnani Family Office. The funds...

Rediff

Anchorage Capital Partners COO resigns, jumps to family office

Investments Private Equity Succession planning Australia

The executive, who also leads the firm’s engagement with investors, has found a job at one of Anchorage’s investors, Cambooya.

Australian Financial Review

Sun Life to build SG family office team and expand in Dubai

Insurance Recruitment WealthTech Hong Kong United Arab Emirates

The insurer is recruiting specialists to tap into the nascent market, and also plans to open an office in Dubai...

Institutional Investor

Coco family office jumps into West Palm Beach with $46M acquisition

Investments Real Estate United States of America

Coco Group is stepping into the downtown West Palm Beach commercial market with a $45.7 million purchase. An entity managed...

The Real Deal

Pictet PropCast: Zsolt Kohalmi on alternatives, family office investments and the future of real estate

Impact & ESG Investments Real Estate Switzerland

In this episode of PropCast, Andrew Teacher, co-founder of Lauder Teacher, is joined by Zsolt Kohalmi, Global Head of Real...

Pictet

Celebrating the 25th Global Family Office Investment Summit Hosted by Anthony Ritossa

Impact & ESG Investments Venture Capital United Arab Emirates

DUBAI, UAE, May 6, 2025 /PRNewswire/ -- For nearly ten years, Anthony Ritossa has been a driving force behind the...

KARK

Family Office Acquires Two Manhattan Office Buildings in Complex Workout

Investments Legal Real Estate United States of America

Rosenberg & Estis leads client through pre-negotiated disposition that creates significant cost savings Rosenberg & Estis, P.C., currently celebrating its......

Citybiz

Compass introduces ‘Family Office’ division for ultra-wealthy clients

Estate planning Luxury & Lifestyle Real Estate United States of America

The new Compass division will provide strategic, long-term real estate services to individuals and firms managing significant wealth.

HousingWire

Lifechart’s Guttify Secures $360K from Unichem Labs’ Family Office, Eyes Affordable Gut Health Revolution in India

Health & Longevity Startups Venture Capital India

Lifechart, a health-tech startup championing gut wellness, has announced the successful closure of a $360,000 extended seed round for its...

Startup News

Vanguard Russell 1000 Value (NASDAQ:VONV) Stake Boosted by Arrowroot Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Arrowroot Family Office LLC boosted its position in shares of Vanguard Russell 1000 Value (NASDAQ:VONV - Free Report) by 8.5%...

MarketBeat

Bhavish Aggarwal Plans To Shift Ola Brand IP To Family Office: Report

Brand & design Family governance Succession planning India

Bhavish Aggarwal is reportedly planning to transfer the intellectual property (IP) rights for the Ola brand to a new holding...

Inc42

Gates Foundation to open office in Singapore

Impact Philanthropy Singapore

[SINGAPORE] The Gates Foundation – one of the world’s largest private philanthropic organisations – will be opening an office in...

Business Times

The Family Office launches financial goal in the UAE

FinTech Investments WealthTech United Arab Emirates

Innovative digital tool empowers investors to plan and achieve long-term financial goals through tailored private market strategies.

The National

Dreamy Maldives Turns to Crypto to Solve Mounting Debt Crisis

Cryptocurrency Impact Investments Maldives

The investment aims to help the Maldives diversify its economy beyond tourism and fisheries and address its debt obligations.

Institutional Investor

Ola brand IP may transfer to Bhavish Aggarwal’s family office amid group restructuring

Brand & design Family governance Succession planning India

Ola brand IP may transfer to Bhavish Aggarwal’s family office amid group restructuring. Source link

Startup News

Dubai Family Office to Invest $8.8B to Turn the Maldives Into a Blockchain Hub

Cryptocurrency Digital Assets Investments Maldives

Gulf investors are betting on digital assets in a tourism-reliant island nation, as the Maldives seeks to diversify its economy.

Decrypt

Ola IP may transfer to Bhavish Aggarwal family office

Automative technology Brand & design Succession planning India

ANI Technologies operates the group's ride-hailing business and holds the brand IP, which is currently licensed to Ola Electric, a...

The Economic Times

Maldives Plans $8.8 Billion Financial Hub Backed by Qatari Royal

Banking Providers Investments Risk Maldives

The government of Maldives said it plans to build an $8.8 billion financial hub backed by Dubai-based MBS Global Investments...

Bloomberg

My Journey to Finding the Right Multi Family Office for $35 million – What AUM Fees Should I Expect?

Estate planning Portfolio Management WealthTech United States of America

If you’re a member of the FIRE (financial independence, retire early) community, the hope is that you have put enough...

247wallst

Swiss Family Offices Eye Dubai as Regulatory Pressure and Tax Debate Dull Alpine Appeal

Estate planning Jurisdictions Tax Switzerland United Arab Emirates

A growing number of Swiss family offices — private entities that manage wealth for the ultra-rich — are relocating or...

SL Guardian

Dubai attracts Swiss family offices tired of tax and regulation

Investments Jurisdictions Tax United Arab Emirates

Swiss family offices that manage assets for the very wealthy are looking to move to Dubai as a confluence of...

Swissinfo

Dubai lures ultra-high-net-worth family offices as Switzerland loses its lustre

Banking Providers Jurisdictions Tax United Arab Emirates

Regulatory hassles, tax concerns, and political instability fuel a low-key exodus from Swiss wealth centres to the UAE.

Moneycontrol

News Explorer

News Next Generation Technology United States of America

The next-generation media outlet navigating the intersection of culture and technology.

Decrypt

Dubai draws Swiss family offices tired of tax and regulation

Family governance Jurisdictions Tax United Arab Emirates

A confluence of factors from disclosure requirements to a potential 50 per cent wealth tax is weighing on the country

Financial Times

With Deals Still Stalled, Family Offices Emerge to Fill the Gap

Family governance Investments Private Equity United States of America

With the predicted rebound in M&A failing to materialize, private equity funds are still full of investments that need to...

Institutional Investor

A Powerful Investment Most Investors Overlook: Paying Less Tax

Estate planning Investments Tax United Kingdom

Taxes were uppermost in mind in the following talk by the co-founder of Wealthrive and Freedom Family Office. He spoke...

Wealth Briefing

The Importance Of Reviewing Tech Implementation

Benchmarking Best Practices FinTech United Kingdom

Among the take-home points of the panel was that ultimately, the process of seeking a new technology solution can be...

WealthBriefing

Laing promoted to CIO of family office Builders Vision

Investments Portfolio Management Strategy Chicago

Builders Vision, the Chicago-based family office of Walmart heir Lukas Walton, promoted Noelle Laing to the role of CIO, with...

Alternatives Watch

The Family Office Advantage in Private Real Estate

Family governance Portfolio Management Real Estate United States of America

Discover how RIAs should leverage family office platforms to provide clients with sophisticated real estate investment strategies and enhanced portfolio...

Institutional Investor

Family offices stick with tradition amid democratisation wave

Family governance Investments Succession planning

In spite of their rapidly growing popularity, some family offices remain wary of semi-liquid funds.

Private Equity International

Billionaire Lukas Walton names new CIO for his family office

Family governance Philanthropy Portfolio Management United States of America

Noelle Laing will take the reins after managing the firm's $1.7 billion endowment for philanthropy.

CNBC

Topaz Family Office Recommends Diversifying from US to Global Markets – News and Statistics

Investments Portfolio Management Risk Australia Japan United Arab Emirates

Topaz Family Office advises family offices to move investments from US assets to global markets like Japan, Australia, and UAE...

IndexBox

Hong Kong family offices should unload US assets, look to Japan, UAE, advisory says

Investments Risk Risk management Hong Kong

Now is a ‘critical moment’ to ‘get rid of the US’, especially equities and Treasuries, to ‘maintain lower risk-return ratios’,...

South China Morning Post

The ultra-wealthy invest through family offices. Here’s how to join them

Family governance Investments Portfolio Management United Kingdom

Wider-than-average discounts offer an attractive entry point

The Telegraph

Abu Dhabi’s Lunate Takes Stake In Azura Partners

Investments Jurisdictions Private Equity United Arab Emirates

The move highlights how the United Arab Emirates is gaining a reputation as a welcoming jurisdiction for ultra-wealthy individuals.

Wealth Briefing

Walton family office Builders Vision names sole CIO

Family governance Impact Investments United States of America

Noelle Laing has been named the sole chief investment officer of Builders Vision — an impact investment platform and family...

Pensions & Investments

Secure Top Talent: 2025 Family Office Hiring Trends Unveiled

Next Generation Recruitment Succession planning United States of America

Linda Mack and Brian Adams of Mack International were featured on a March 28th webcast sponsored by Family Enterprise USA...

PRNewswire

Linda Mack and Brian Adams of Mack International were featured on a March 28th webcast sponsored by Family Enterprise USA, entitled ‘Secure Top Talent: 2025 Family Office Hiring Trends Unveiled’

Leadership Recruitment Succession planning United States of America

Linda Mack and Brian Adams of Mack International were featured on a March 28th webcast sponsored by Family Enterprise USA...

PRNewswire

Midwest Family Office Nabs Nearby Foundation CFO

Leadership Real Estate Recruitment Chicago

The family office of a real estate businessman has hired the former CFO of a Chicago-based foundation as its next...

Fin News

Private wealth disputes in China and south-east Asia

Estate planning Jurisdictions Succession planning China Singapore

GAR (Global Arbitration Review) is the world's leading international arbitration journal and news service. GAR provides breaking news, daily updates...

Global Arbitration Review

CIO of $64 billion Cbus Super leaves for family office

Investments Leadership Succession planning Australia

The chief investment officer of Cbus Super, Melbourne, one of Australia’s largest superannuation funds, is leaving after two years in...

Pensions & Investments

Chua Ma Yu’s family office among first to tap Forest City’s zero-tax incentives

Investments Jurisdictions Tax Malaysia

Billionaire investor Tan Sri Chua Ma Yu’s family office is one of the first to benefit from Malaysia’s new 0%...

The Edge Markets

North Peak Announces Changes to Board of Directors

Governance Leadership Succession planning Canada

Calgary, Alberta--(Newsfile Corp. - April 30, 2025) - North Peak Resources Ltd. TSXV:NPR (the "Company" or "North Peak") announces that...

Newsfile Corp.

Beauty Tech Platform Kult Raises USD 20 Mn Series A from M3M Family Office

Startups Technology Venture Capital India

The fresh capital will be deployed to expand Kult's product offerings, grow its team, and scale operations across India.

Entrepreneur

Australia Aquaculture Market Size, Share, Trends & Forecast 2025-2033

Competitive Analysis Trends Australia

Australia Aquaculture Market Overview The latest report by IMARC Group titled Australia Aquaculture Market Size Share Trends and Forecast by...

IMARC Group

Wealth Firm Azura Swaps Monaco for Abu Dhabi After Lunate Deal

Banking Providers Investments WealthTech United Arab Emirates

Abu Dhabi-based Lunate is taking a stake in Azura Partners, the fast-growing wealth manager started by former Julius Baer Group...

Bloomberg

The Rise Of Independent Family Offices: Reshaping Private Wealth

Family governance Strategy Succession planning Turkey

A figure involved in the family offices sector of Türkiye – a country not renowned for these organisations – talks...

WealthBriefing

M3M Family office acquires 55% stake in beauty-tech startup Kult with $20 million investment

Innovation Investments Startups India

Real estate giant M3M’s family office has invested $20 million in Kult, a tech-driven beauty discovery platform, securing a 55%...

In Fashion Business

Rethinking Risk, Return: A Smarter Approach To Asset Allocation For Long-Term Success

Investor Behavior Risk Risk Management United States of America

Among the points made here is that investors sometimes don't realize that managers get paid bonuses even when their clients...

WealthBriefing

RFPs, Pain Points And Buy-In: Focus On Vendors At Family Office Fintech Forum

FinTech Technology WealthTech New York City

At the Family Wealth Report Family Office Fintech Forum in Manhattan last week, vendors and other organizations discussed their offering,...

WealthBriefing

Beauty tech startup Kult scores $20M in Series A funding from M3M Family Office

Startups Technology Venture Capital India

Kult plans to use the funds for scaling its business by adding new products. It is also looking to expand...

YourStory

Kult raises $20 Mn in Series A round led by M3M Family Office

News Startups Venture Capital India

Beauty tech and discovery platform Kult has raised $20 million (over Rs 170 crore) in a Series A funding round...

Entrackr

Beauty tech startup Kult raises $20 million from M3M Family Office, other investors

Startups Technology Venture Capital India

Kult has secured $20 million in Series A funding, led by M3M Family Office, to expand its AI-driven, personalised skincare...

The Economic Times

M3M family office invests $20 million in beauty tech platform Kult

Investments Startups Venture Capital India

Payal Kanodia and Aishwarya Bansal, part of the promoter family behind the M3M group, have joined the board of the...

Business Standard

Australia Luxury Car Market Size, Share, Trends & Forecast 2025-2033

Automative technology Luxury & Lifestyle Trends Australia

The latest report by IMARC Group titled Australia Luxury Car Market Size Share Trends and Forecast by Vehicle Type Fuel...

IMARC Group

Australia Family Offices Market Size, Share, Trends & Forecast 2025-2033

Estate planning Family governance Investments Australia

The latest report by IMARC Group titled Australia Family Offices Market Size Share Trends and Forecast by Type Office Type...

IMARC Group

Malaysia’s Forest City: will funds from family offices be a lifeline?

Investments Real Estate Venture Capital Malaysia

The development has been plagued by delays brought on by the Covid-19 pandemic and bankruptcy battles.

South China Morning Post

Kathy Lintz of Matter Family Office Named Entrepreneur of the Year(R) 2025 Heartland Award Finalist

Family governance Leadership WealthTech United States of America

Celebrating visionary leadership shaping the future of family wealth management. ST. LOUIS, MO / ACCESS Newswire / April 28, 2025...

CBS4 Indy

Press Release Distribution & PR Platform

Communication News PR & Reputation Management United States of America

ACCESS Newswire is the leading global press release distribution service. Tell your story and reach millions of journalists. Contact us...

ACCESS Newswire

Can Family Offices Apply Private Equity Discipline to Art and Collectibles Investments?

Art Investments Private Equity

Art and Collectibles are now an alternative investment. How can family offices apply private equity discipline to this investment?

Forbes

Zairos: 6 months on – Trusted FX and Treasury Solutions for the world’s most prestigious yachts and family offices

Banking Providers FinTech Risk Management Monaco

Zairos is delivering institutional-grade financial solutions to a client base of yacht managers, charter brokers, brokers.

Superyacht API

Harbourfront Wealth expands to near $11 billion with HNW and family office boutique

Estate planning Investments Private Bank Canada

Vancouver based wealth manager announces new acquisition

Wealth Professional

Cahero Family Office, Led by Alfonso Cahero, Surpasses $250 Billion in Global Financial Stewardship

Innovation Investments WealthTech United Arab Emirates

Alfonso Cahero Cahero Family Office, under Alfonso Cahero’s leadership, surpasses $250B, redefining global finance through innovation, resilience, and sustainability. True...

WBOY

Preparing Your Family Office For The Second Quarter Of 2025

Family governance Risk Management Strategy United States of America

Our new market outlook highlights the looming risks that concern Family Offices in Q2, and provides a roadmap for navigating...

Forbes

Trends and Advice Highlight Family Office Investment Forum

Impact Investments Trends United States of America

The investment issues confronting family offices, such as a switch to private markets, through to current volatility, collectibles, and impact,...

WealthBriefing

Presage Global named a finalist in two categories for the Twelfth Annual Family Wealth Report Awards 2025

Family governance Risk management United States of America

Presage Global is a finalist in two categories at the 2025 Family Wealth Report Awards for excellence in risk management...

EIN Presswire

Register now: webinar on future-proofing family wealth: legal strategies and global investment trends

Compliance Estate planning Family governance Impact & ESG Investments PR & Reputation Management Risk Management Succession planning India

On April 29, 2025, the Economic Times Legal platform will host a webinar focusing on future-proofing family wealth. Aimed at...

The Economic Times

What Tech Workforce Changes Could Mean For Opportunistic Family Offices

Investments Recruitment Risk United States of America

Tech companies cutting workforce could have implications for investors managing investment risk, finding talented people, and discovering new business opportunities.

Forbes

Robyn Denholm’s ‘simply absurd’ family office legal fight

Family governance Legal PR & Reputation Management Australia

For someone who has made her career advising tech and telco companies, the Tesla chair is failing at trademark claims.

Australian Financial Review

Study: 52.7% of Global Single Family Offices Invest in Real Estate

Investments Real Estate Munich

MUNICH, GERMANY, April 26, 2025 /EINPresswire.com/ -- A new analysis based on familyofficehub.io’s unique "List of the 2,000 Top Single...

EIN Presswire

Built on bravery, held back by caution? Navigating next-gen succession in family businesses

Communication Next Generation Succession planning United Kingdom

Farrer & Co Partner Richard Lane was interviewed by Mark Estcourt, CEO at Cavendish Family Office. This content was originally...

Cavendish Family Office

Six family offices to watch in the Baltics

Family governance Investments WealthTech Estonia Lithuania

Using data from PitchBook and testimonials from investors, Sifted lists six of the most active family offices in Estonia and...

Sifted

The future of private banking in the Middle East: Five trends leading the new era

Banking Providers Private Bank Trends United Arab Emirates

Through exclusive conversations with senior private banking leaders in the Middle East, Euromoney explores five forces reshaping the region’s wealth...

Euromoney

Creative Artists Agency Forms Family Office Advisory Group

Estate planning Family governance Luxury & Lifestyle United States of America

Creative Artists Advisory says the family office advisory business is a first of its kind because of the link with...

Wealth Briefing

Prime brokerage unpacked: what family offices really want to know

Investments Portfolio Management Private Bank

Prime brokerage is increasingly relevant for family offices looking for more structure, better financing options and more efficiency.

Marex

Family offices are taking the long view on digital assets

Cryptocurrency Digital Assets Next Generation Australia

Family office investors across Asia Pacific are increasingly approaching cryptocurrencies as legacy holdings for future generations rather than speculative trades.

Asian Investor

CAA Taps Julie Zorn to Build a Family Office Powerhouse

Estate planning Family governance WealthTech United States of America

Why is one of the world’s most influential talent agencies expanding from managing fame to managing wealth? Creative Artists Agency...

The National Law Review

Forest City SFZ lands first family offices as Johor courts investors

Family governance Investments Real Estate Malaysia

Forest City’s Special Financial Zone (SFZ) in southern Malaysia has secured its first two family offices, marking an early milestone...

Business Times

Forest City special financial zone lands first family offices as Johor courts investors

Family governance Investments Jurisdictions Malaysia

[KUALA LUMPUR] Forest City’s Special Financial Zone (SFZ) in southern Malaysia has secured its first two family offices, marking an...

Business Times

Two family offices set up in Forest City SFZ as 30 more firms eye Johor investment hub

Family governance Investments Real Estate Malaysia

KUALA LUMPUR, April 23 — Forest City’s Special Financial Zone (SFZ) in Johor Baru has welcomed its first two family...

Malay Mail

Lighthouse Canton White Paper Projects 3,200 Single-Family Offices in Asia Pacific by 2030

Family governance Governance Investments Singapore

Lighthouse Canton, a global investment institution, has released its latest white paper, The Multi-Family Office Advantage, presenting a compelling case...

APN News

Creative Artists Agency Launches Family Office Advisory Group

Estate planning Family governance Succession planning United States of America

Creative Artists Advisory says the family office advisory business is a first of its kind because of the link with...

Wealth Briefing

InCred Wealth hires veteran Anu Bora to head the Family Office practice

Estate planning Family governance Succession planning India

In her new role, Anu will lead the firm’s Family Office vertical, with a focus on delivering holistic, family office-led...

Indian Startup News

Altruist Raises $152M Series F Led by GIC to Accelerate Innovation for Growth-Oriented RIAs

FinTech Innovation Venture Capital United States of America

Altruist, the modern custodian for RIAs, today announced $152 million in Series F funding led by GIC, a global institutional...

Business Wire

Emirates Family Office Association appoints chairman

Governance Leadership United Arab Emirates

Abu-Dhabi-based Emirates Family Office Association has appointed Ahmed Al Banna as chairman of its board. Al Banna has held senior...

Funds Global MENA

Family Office Fridays: IRS Focus on High-Income and High-Wealth Individuals

Data Risk Tax United States of America

During this webcast, the IRS's increased focus on auditing high-income and high-wealth individuals, particularly those with income over $10 million...

KPMG

French family office in talks for €25m residential asset

Estate planning Luxury & Lifestyle Real Estate France

Building comprises 18 deluxe flats in wealthy Neuilly-sur-Seine commune

Green Street News

Inside the $1 billion berry startup backed by Ray Dalio’s family office

Investments Startups Venture Capital United States of America

Fruitist, known for its jumbo blueberries, has surpassed $400 million in annual sales and received backing from Ray Dalio's family...

CNBC

Family offices adopting ‘dual hub’ approach to manage Asian wealth

Estate planning Family governance Strategy Hong Kong Singapore

Singapore and Hong Kong have emerged as the top hubs to manage intergenerational wealth for Asian family offices, but both...

PWMNet

UBS Global Family Advisory Co-Head Steps Down

Banking Providers Family governance Leadership Singapore

A 20-year wealth management veteran from UBS based in Singapore has decided to take a break.

Finews Asia

India’s InCred Wealth names head for family office business

Family governance Leadership Succession planning India

India’s InCred Wealth & Investment Services Private Limited has appointed Anu Bora to head its family office business.

CMG Assets

Rockefeller Continues Adding Teams

Private Bank Recruitment Strategy Chicago

The latest additions to Rockefeller Global Family Office are in the Chicago area.

Wealth Briefing

Lighthouse Canton Flexes Thought Leadership Muscles

Investments Leadership Recruitment India Singapore United Arab Emirates

Founded in 2014 and with more than $4 billion in AuM as at 30 December 2024, Lighthouse Canton has been...

Wealth Briefing

Family Offices Must Gear Up For Larger Investment Deals

Investments Portfolio Management Strategy

The 57-page report from the professional services and accountancy giant delves into data from what it says are around 11,000...

WealthBriefing

CAA Launches Family Office Advisory Practice Led By Industry Vet Julie Zorn

Estate planning Family governance Mediation & family dynamics United States of America

CAA has launched a family advisory practice, calling it a first for the agency business. The unit will be led...

Deadline

CAA’s Latest Agency-Adjacent Push? High-Net Worth Family Offices

Estate planning Family governance Investments United States of America

The talent agency will provide advisory services to ultra-high-net-worth individuals and family offices with a new hire: Julie Zorn.

Hollywood Reporter

For one day a year this fund lets you invest like a family office

Investments Investor Behavior Private Equity Australia

Limiting when you accept money seems a strange way for a fund to attract investment. But this private equity fund...

Australian Financial Review

UBS global family office advisory co-head exits

Art Banking Providers Family governance Switzerland

The Swiss bank's global co-head of family advisory, art and collecting has left after 20 years.

Institutional Investor

Single family offices in Asia-Pacific to reach 3,200 by 2030, India a

Family governance Investments Succession planning India

New Delhi, April 21 (IANS) In the Asia Pacific region, single-family offices have grown to 2,290 (surged by 28 per...

Sakshi Post

InCred Wealth Appoints Anu Bora to Lead Family Office

Banking Providers Family governance Succession planning India

Anu brings close to three decades of experience spanning banking, private wealth, and family office advisory. In her new role,...

SM Street

Lighthouse Canton White Paper Highlights the Rising Relevance of Multi-Family Offices

Estate planning Family governance Succession planning India United Arab Emirates

One of the paper's key highlights is the rising adoption of family offices in Asia and the Middle East —...

Entrepreneur

InCred Wealth Eyes The Next Phase Of Growth; Ropes In Anu Bora To Head The Family Office Practice

Banking Providers Family governance Private Bank India

InCred Wealth appoints Anu Bora as Head of Family Office to lead its ultra-HNI and business family vertical, leveraging three...

Passionate In Marketing

Left Lane knows the office-to-hotel formula

Innovation Luxury & Lifestyle Real Estate United States of America

With a background in architecture, this group has five secondary market conversion projects on the books and a process they...

Hotel Investment Today

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

Investments Investor Behavior Market Psychology United States of America

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

News Corp Australia

Cambridge Associates’ Yan backs hedge funds to ride storm

Investments Portfolio Management Risk China

The $600bn investment house is recommending Asian family office clients build exposure to alternatives to ride out the Trump tariff...

Financial Times

The Startup Mindset For Family Offices: Build Your ‘Founding Team’

Best Practices Recruitment Startups United States of America

Building a family office team isn't about replicating private bank hierarchies or hiring the most expensive advisors.

Forbes

Family Office con man “Sir” Anthony Ritossa comes back with conferences in Dubai and Miami

Family governance Investments PR & Reputation Management United Arab Emirates United States of America

Anthony Ritossa, whose carefully constructed facade crumbled when investigative journalist Adam Ciralsky of Vanity Fair published a landmark exposé, is...

Opalesque

What to know about Jared Birchall, Elon Musk’s right-hand man

Estate planning Family governance WealthTech United States of America

Birchall has quietly managed Musk’s fortune, family affairs, and political spending for years.

Fast Company

Stenger Family Office LLC Purchases Shares of 3,816 Public Storage (NYSE:PSA)

Investments Listed Stocks & Bonds Real Estate United States of America

Stenger Family Office LLC bought a new stake in shares of Public Storage (NYSE:PSA - Free Report) in the fourth...

MarketBeat

3,168 Shares in Northrop Grumman Co. (NYSE:NOC) Purchased by Stenger Family Office LLC

Investments Listed Stocks & Bonds United States of America

Stenger Family Office LLC acquired a new position in Northrop Grumman Co. (NYSE:NOC - Free Report) during the fourth quarter,...

MarketBeat

6,817 Shares in American Express (NYSE:AXP) Acquired by Stenger Family Office LLC

Banking Providers Investments Listed Stocks & Bonds United States of America

Stenger Family Office LLC purchased a new position in shares of American Express (NYSE:AXP) in the 4th quarter, according to...

MarketBeat

Stenger Family Office LLC Takes $2.37 Million Position in Prologis, Inc. (NYSE:PLD)

Investments Listed Stocks & Bonds Real Estate United States of America

Stenger Family Office LLC bought a new position in Prologis, Inc. (NYSE:PLD - Free Report) in the 4th quarter, according...

MarketBeat

Family Offices Must Gear Up For Bigger Investment Deal Sizes

Investments Private Equity Strategy

The 57-page report from the professional services and accountancy giant delves into data from what it says are around 11,000...

WealthBriefing

Rockefeller Global Family Office Expands Chicago Presence with Addition of Two Private Wealth Teams

Banking Providers Private Bank WealthTech Chicago

Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management ("Rockefeller"), today announced the addition of Rathi Wea...

Business Wire

6,625 Shares in McDonald’s Co. (NYSE:MCD) Purchased by Stenger Family Office LLC

Investments Listed Stocks & Bonds United States of America

Stenger Family Office LLC bought a new stake in McDonald's Co. (NYSE:MCD - Free Report) in the 4th quarter, according...

MarketBeat

I’m a family office CIO. This was my biggest investing mistake

Cognitive Biases Investments Investor Behavior United States of America

Unless the price is truly egregious, never substitute a business you know intimately for one you don’t because of valuation...

The Australian Financial Review

Paul Chan: «Here in Hong Kong, Your Capital is Safe»

Investments Jurisdictions Private Bank Hong Kong

Hong Kong financial secretary Paul Chan spoke at Deutsche Bank’s family office forum, noting that capital held by the ultra-rich...

Finews Asia

KPMG Family Office finalist in Family Wealth Report Awards 2025

Estate planning Family governance Innovation United Kingdom

KPMG is recognized as an innovative and exceptional firm in Family Wealth Counselling

Family Wealth Report

Ex-Pitcairn gatekeeper lands COO role at family office

Family governance Investments Operations United States of America

RJ Smolenski previously led manager research at Pitcairn, where he served as managing director of investments until he left the...

Institutional Investor

Raffles Family Office debuts digital asset fund in Hong Kong

Cryptocurrency Digital Assets FinTech Hong Kong

Raffles Family Office (RFO), a multi-family office based in Asia, has debuted its digital asset fund in Hong Kong.

TechNode Global

How Musk manages his growing family: WSJ

Family governance Mediation & family dynamics News United States of America

Elon Musk says it’s his duty to “make new humans." Now, a WSJ investigation suggests he may have fathered more...

The Wall Street Journal

Financial Secretary addresses stability and opportunities for family offices at Deutsche Bank Emerging Markets Family Office Forum

Banking Providers Family governance Investments Hong Kong

16th April 2025 – In a speech delivered at the Deutsche Bank Emerging Markets Family Office Forum in Hong Kong,...

Dim Sum Daily

Raffles Family Office Launches First Digital Asset Fund in Hong Kong

Cryptocurrency Digital Assets Investments Hong Kong

The launch of this digital asset fund by a prominent multi-family office in a key financial hub highlights the increasing...

Blockhead

Family Office Should Be A Fortress, Not Just A Fund

Family governance Investments Succession planning India

At some point in every business family’s journey, the questions evolve. It is no longer just about topline growth or...

Business World