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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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...

PR Newswire

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

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

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

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

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

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

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 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

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 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

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

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

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

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

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

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

Fund firms fear bank backlash over direct family office business

Family governance Investments Private Bank Singapore

Asset managers are seeing a rise in approaches from investment-savvy family offices but worry that dealing directly will strain key...

Institutional Investor

Multi-family office Stonehage Fleming to restart co-investments

Investments Private Equity United Kingdom

The $26bn investor is seeing 'more appealing dealflow' from oversubscribed GPs, partner Mat Powley tells PEI.

Private Equity International

Premji Invest, Ranjan Pai family office get CCI’s nod to acquire stakes in Akasa Air

Investments Startups Venture Capital India

India's fair trade regulator, CCI, has approved proposals for Premji Invest, Ranjan Pai's family office, and 360 ONE Asset to...

Economic Times

Raffles Family Office Launches Digital Asset Fund in Hong Kong

Cryptocurrency Digital Assets Investments Hong Kong

Available to professional investors only, the open-ended fund intends to provide actively managed exposure and dynamic allocation into top liquid...

Finews Asia

Singapore MFO hits $1bn in AUM, expands in Monaco

Family governance Investments Strategy Monaco Singapore

SGMC Capital has now set its sights to grow three-fold in the next five years, as it carves its niche...

Institutional Investor

Hong Kong’s efforts to attract ultra rich scrutinised by family offices

Family governance Investments Jurisdictions Hong Kong

[HONG KONG] Hong Kong is going all-in to lure family offices and cement its place on the global wealth map.

Business Times

Landmark Properties JV Buys Atlanta Campus

Private Equity Real Estate United States of America

A joint venture between Landmark Properties and Westlake Capital has acquired Northcreek Office Park, a Class A office campus in...

Commercial Search

J.P. Morgan PB Adds Managing Director in Hong Kong

Banking Providers Private Bank Recruitment Hong Kong

The private banking unit of J.P. Morgan has added an investment veteran to join its Hong Kong office.

finews.asia

Temasek-backed ABC Impact finishes final close of second fund with more than US$600 million

Impact Investments Private Equity Singapore

Asia-focused private equity firm ABC Impact, backed by state investor Temasek, completed the final closing of its second fund at...

Business Times

UAE, Hong Kong Family Offices Groups Sign Co-operation Pact

Family governance Jurisdictions Succession planning Hong Kong United Arab Emirates

While Hong Kong and the United Arab Emirates are, in some ways, rival wealth hubs, they are also collaborators –...

WealthBriefing

Institutional models to promote family wealth are needed in Middle East, paper finds

Estate planning Family governance Succession planning United Arab Emirates

Affluent families in the Middle East need to urgently rethink how they preserve and grow their wealth if they want...

Funds Global MENA

Callan Family Office LLC Has $54.18 Million Holdings in NVIDIA Co. (NASDAQ:NVDA)

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC boosted its position in NVIDIA Co. (NASDAQ:NVDA - Free Report) by 794.7% during the 4th quarter,...

MarketBeat

Matter Family Office Named Family Wealth Awards Finalist

Family governance Succession planning WealthTech United States of America

Honored for Excellence: Finalist in Multi-Family Office & Thought Leadership at 2025 Family Wealth Report Awards. ST. LOUIS, MO /...

ACCESS Newswire

Family offices deals are getting larger and more complex. Trump’s tariffs could put that on pause

Investments Private Equity Risk United States of America

Family offices are doing more deals worth $25 million or more.

MSN

Former family office DIG Ventures raises $100m for first institutional fund

Software Startups Venture Capital United Kingdom

European software investor DIG Ventures has closed its first institutional fund on $100m, targeting B2B SaaS, AI and cloud infrastructure...

AltAssets

Stress-Tested: What Volatility Reveals About Family Office Readiness

Family governance Investor Behavior Risk Management United States of America

Market volatility is a harsh but necessary wake-up call, especially for family offices and wealth management organizations.

Forbes

The three pillars of impact for single family office Rumah Group | ESG

Impact Impact & ESG Impact Strategy Singapore

Rumah Group, a Singapore-based single family office, explains how it is carving out a thoughtful approach to decarbonisation, with a...

Asian Investor

Secretive Family Behind C&A Opens $39 Billion Empire to Outsiders

Family governance Investments Succession planning Netherlands

The dynasty that owns the retail chain is shedding its traditional secrecy to attract more outside investors as it seeks...

Bloomberg

Wisconsin family office agrees to near $11 million settlement for PPP loan violations

Compliance Legal United States of America

WISCONSIN (WFRV) – A group of affiliated companies controlled by a family office in Wisconsin has agreed to pay nearly...

WFRV

EFOA, HKAWL join hands to boost ties between family office associations in HK, Middle East

Family governance Investments Strategy Hong Kong United Arab Emirates

HKAWL and EFOA will explore potential areas of cooperation and support for each organisation’s activities.

DealStreetAsia

How Are Family Offices Building Smarter Wealth? Structural Alpha (11 Examples)

Best Practices Investments Portfolio Management United States of America

What if the smartest Family Offices aren’t chasing the market? What if they’re outsmarting it by design? The most effective...

The National Law Review

How The Rager Family Office’s Jason Rager’s Entrepreneurial Journey Led Him from Programming to Finance

FinTech Investments Startups United States of America

Jason Rager is an entrepreneur, investor, and financial executive with almost three decades of business experience. As Chairman and Chief...

Global Banking & Finance

Emirates Family Office Association teams up with Hong Kong Academy

Estate planning Family governance Succession planning Hong Kong United Arab Emirates

Emirates Family Office Association (EFOA) has inked a strategic Memorandum of Understanding (MoU) with the Hong Kong Academy for Wealth...

Private Banker International

LegalTech in the Energy and Utility Sector: Powering Compliance and Reshaping Governance

Governance News

The energy and utility sector are – just like many complex industries – a highly regulated environment. With rising ESG...

Dilitrust

Delegation of Power: A Comprehensive Guide for Organizational Success 

Governance News

Delegation of power stands as a fundamental principle in modern business management. This strategic approach to distributing authority throughout an...

Dilitrust

Contract Strategy for Financial Transactions: Why it matters

Governance News

Having contracts organized is a critical component of effective business management no matter your industry. When it comes to financial...

Dilitrust

Family Office Tracker: Here’s The List Of 200+ Investors Betting Big On Startups

Investments Startups Venture Capital India

Traditionally focused on managing real estate, equity, and fixed-income portfolios, family offices in India have broadened their horizons to include...

Inc42

Singapore’s New Family Office Scandal Prompts Questions in Parliament

Compliance Governance Tax Singapore

The MAS tells parliament it will not add additional governance requirements and compliance controls to family-controlled entities benefiting from tax...

finews.asia

Knight Foundation names new CIO from Walton family office

Investments Leadership Philanthropy United States of America

Rebecca Carland has been named the chief investment officer of the John S. and James L. Knight Foundation, according to...

Pensions & Investments

Fidelity buys Plano shopping center from local family offices

Investments Real Estate United States of America

With retail roaring in Dallas suburbs, some local family investors are cashing out. The financial services giant Fidelity has acquired...

The Real Deal

Titanbay names AllianceBernstein family office exec to lead distribution

Investments Leadership Recruitment London

London-based private markets platform Titanbay appointed Sheryl Needham as global head of distribution.

Alternatives Watch

Private bank Bergos announces family office solutions unit

Banking Providers Family governance Private Bank Switzerland

Bergos Crossroad will also be available to customers who do not use Bergos for private banking.

WealthBriefing

What Makes for a Mature Family Office?

Best Practices Family governance Succession planning Singapore

Tracing the five stages of growth – from inception to complete independence.

finews.asia

Former Syz Group managing partner moves to Dubai to head family office

Banking Providers Family governance Private Bank United Arab Emirates

The Swiss private banking veteran has resurfaced in Dubai to head an independent wealth management firm.

finews.com

Lam Research Co. (NASDAQ:LRCX) Position Increased by Biltmore Family Office LLC

Investments Listed Stocks & Bonds United States of America

Biltmore Family Office LLC increased its position in Lam Research Co. (NASDAQ:LRCX - Free Report) by 900.0% in the fourth...

MarketBeat

Biltmore Family Office LLC Boosts Stock Holdings in Lam Research Co. (NASDAQ:LRCX)

Investments Listed Stocks & Bonds Portfolio Management United States of America

Biltmore Family Office LLC increased its position in Lam Research Co. (NASDAQ:LRCX - Free Report) by 900.0% in the fourth...

MarketBeat

How Copia Wealth Studios is Transforming Family Office Wealth Management

Data FinTech WealthTech United States of America

Explore how Copia Wealth uses ByAllAccounts, part of Morningstar Wealth, for efficient wealth data aggregation, data accuracy, and improved financial...

Morningstar

Strategies for Family Practice CPAs – The Accounting Technology Lab Podcast

Best Practices Strategy Tax United States of America

Randy Johnston and Brian Tankersley, CPA, discuss strategies needed to efficiently run a family tax and accounting practice. Watch the...

CPA Practice Advisor

Family offices pause dealmaking in March on trade war fears

Investments Investor Behavior Portfolio Management United States of America

Ultra-rich families are reexamining their portfolio companies and worrying about the operating businesses responsible for their wealth.

CNBC

Exclusive | Hong Kong’s soon-to-open art-storage facility is an incentive for family offices

Art Family governance Real Estate Hong Kong

The complex at Skytopia airport city will be ready this year or early next year and enhance Hong Kong’s role...

South China Morning Post

Singapore’s family office boom drives investment platform Moonfare’s APAC growth

FinTech Investments Venture Capital Singapore

Moonfare allows individuals to invest in funds of firms like KKR and EQT.

DealStreetAsia

Safety In Protecting, Transferring Assets – Monaco Conference

Cyber Security Estate planning Trust services Monaco

This news service joined a conference in Monaco, hosted by Trustconsult, under the theme of 'Global threats on you and...

WealthBriefing

University of West Florida gets $500K endowment from prominent lawyer John W. Merting

Impact Philanthropy United States of America

A half-million contribution will establish a UWF office that will augment prestigious scholarships and endowments for students and faculty.

Florida Politics

Family offices are moving money out of the U.S. on tariff and economic fears

Investments Risk Risk management Singapore

At his Singapore-based family office, Srihari Kumar has long favored U.S. investments.

Yahoo Finance

Family offices are moving money out of the U.S. on tariff, economic fears

Investments Risk Trends United States of America

Even before President Donald Trump's bombshell tariff announcement Wednesday afternoon, family offices are rethinking their investments in the U.S.

CNBC

Council Post: Women: The Time To Take Control Of Your Financial Future Is Now

Estate planning Investments WealthTech United States of America

Here are steps you can take to begin shaping your financial legacy.

Forbes

Monolithic Power Systems, Inc. (NASDAQ:MPWR) Shares Bought by Boston Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Boston Family Office LLC increased its holdings in Monolithic Power Systems, Inc. (NASDAQ:MPWR - Free Report) by 1,031.6% in the...

MarketBeat

UBS recognized as “The Middle East’s Best for Family Office Services” in Euromoney’s 2025 Private Banking Awards

Banking Providers Family governance Private Bank United Arab Emirates

UBS received 22 awards across various categories.

Euromoney

Family Office: The World’s Fastest Wealth Generators

Investments Portfolio Management WealthTech United States of America

Family offices have now transitioned from mere wealth preservation to active wealth generation.

Forbes

A $500,000 gift establishes the John W. Merting Family Office of Research and Intellectual Growth at UWF

Next Generation Philanthropy United States of America

A $500,000 gift from the Merting Family has established the Merting Family Fellowship Support Endowment, which will fund the John...

University of West Florida Newsroom

Northern Trust’s New Family Office Solutions Targets Forbes 400 Elite With Premium Wealth Services

Banking Providers Investments Trust services United States of America

Premium wealth management service combines institutional-grade investments with comprehensive family office solutions. Serves 30% of Forbes 400. Full analysis inside.

Stock Titan

Northern Trust Expands Global Family Office Services

Banking Providers Family governance Trust services United States of America

Northern Trust Wealth Management is expanding its family office suite of services by launching Family Office Solutions, a new offering...

Business Wire

Tampa’s Stuart Lasher raises $50M with local real estate pros for second private credit fund

Investments Real Estate United States of America

Tampa real estate magnate Edward DeBartolo and local developer Punit Shah are among the well-known names that put up capital...

BizJournals

Financial Gravity Welcomes New Family Office Director Will Sparks

Estate planning Family governance Leadership United States of America

AUSTIN, TX / ACCESS Newswire / April 2, 2025 / Financial Gravity Companies, Inc. (OTC PINK:FGCO) ("Financial Gravity") welcomes Will...

ACCESS Newswire

Boston Family Office LLC Sells 6,365 Shares of Zoetis Inc. (NYSE:ZTS)

Investments Listed Stocks & Bonds Portfolio Management United States of America

Boston Family Office LLC lessened its position in Zoetis Inc. (NYSE:ZTS - Free Report) by 18.8% during the 4th quarter,...

MarketBeat

Allie Family Office LLC Invests $418,000 in Tesla, Inc. (NASDAQ:TSLA)

Automative technology Investments Listed Stocks & Bonds United States of America

Allie Family Office LLC acquired a new stake in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) in the fourth...

MarketBeat

Most interesting and important sector: Asia’s family offices are putting their money in AI

Innovation Investments Technology Japan

“Our family office clients are focusing on this as perhaps the most interesting and important sector,” UBS’ LH Koh says...

NBC Los Angeles

RB Family Office markets Mosque Street asset amid increasing buzz in shophouse hotel scene

Investments Real Estate Trends Singapore

[SINGAPORE] The shophouse hotel investment sales market is seeing more buzz lately, with one property being put up for sale...

Business Times

Indian family offices drawn to startups in fintech, AI: PwC

FinTech Investments Startups India

India's fintech sector is rapidly growing, with startups making significant contributions with support and investments from ultra-wealthy family offices.

CoinGeek

Azura Appoints Former Monaco Government Figure; Continues Growth

Banking Providers Leadership WealthTech Monaco

Formed in 2019, the wealth management firm, focusing on UHNW clients, has expanded to attain almost $5 billion in AuM.

WealthBriefing

Stonehage Fleming Names New Head Of Jersey Family Office

Family governance Leadership Recruitment Jersey

Jersey-headquartered Stonehage Fleming, an independently owned multi-family office, makes senior promotion.

WealthBriefing

11 Family Offices for Startups to Tap Into in the Nordics

Impact Startups Venture Capital Denmark Finland Norway Sweden

Family offices in the Nordics are quietly shaping the startup ecosystem. From legacy wealth to founder-led firms, here are 11...

Sifted

Redefining Private Markets Access: New Investment Firm PeakAlts Empowers RIAs & Family Offices with Curated Alternatives Solutions

Investments Private Equity WealthTech United States of America

Peak Altitude Partners ("PeakAlts"), an investment firm that provides alternative asset solutions to the private wealth segment, announces its launch....

PR Newswire

Side Letter: How to raise family capital

Family governance Investments Private Equity Singapore

IR experts share top tips for raising capital from family offices. Plus: Inflexion sets up shop in Singapore; and a...

Private Equity International

Zurich multi-family office appoints two new CIOs

Investments Leadership Recruitment Switzerland

Two for the price of one: Quilvest has appointed Roger Frey’s successors and unbundled the CIO role.

finews.com

The Evolution of Family Office Structures in Hong Kong: A Strategic Guide to Regulatory and Structuring Considerations. Part 1: Regulatory Compliance

Compliance Estate planning Tax Hong Kong

In the first instalment of this two-part series, we explore Hong Kong's evolving family office landscape, alongside the regulatory considerations...

Charles Russell Speechlys

FORCE Family Office And Wilson Sonsini To Host Family Office Breakfast In San Francisco

Family governance Investments Philanthropy United States of America

Force Family Office has partnered with leading law firm Wilson Sonsini Goodrich & Rosati to host a breakfast for Family...

RochesterFirst

DL Holdings Announces Share Transfer and ESOP Scheme for DL Digital Family Office

Family governance Investments Succession planning Cayman Islands

The latest announcement is out from DL Holdings Group Limited ( ($HK:1709) ). DL Holdings Group Limited, a company incorporated...

TipRanks

Click Ventures leverages tech and collaboration for scalable impact

Impact Risk Technology Hong Kong Singapore

Jenni Risku of Click Ventures, a Singapore and Hong Kong based single family office highlights the growing role of community-building...

Asian Investor