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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Duquesne Family Office LLC Reduces Tesla Holdings

Investments Listed Stocks & Bonds Portfolio Management United States of America

Duquesne Family Office LLC, managed by Stanley Druckenmiller, recently executed a significant transaction involving Tesla Motors ($TSLA). The hedge fund...

TipRanks

Xcel Energy Inc. (NASDAQ:XEL) Shares Sold by Callan Family Office LLC

Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC lessened its stake in Xcel Energy Inc. (NASDAQ:XEL - Free Report) by 70.7% in the 1st...

MarketBeat

Callan Family Office LLC Sells 4,483 Shares of Texas Roadhouse, Inc. (NASDAQ:TXRH)

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC trimmed its holdings in Texas Roadhouse, Inc. (NASDAQ:TXRH - Free Report) by 63.3% in the first...

MarketBeat

JPMorgan Chase & Co. (NYSE:JPM) Stock Holdings Reduced by Callan Family Office LLC

Banking Providers Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC lowered its position in JPMorgan Chase & Co. (NYSE:JPM) by 19.0% during the first quarter, according...

MarketBeat

Billionaire family offices join Berkshire’s UnitedHealth bet

Insurance Investments Listed Stocks & Bonds United States of America

Investment boutiques for George Soros, Michael Platt, and a Swedish packaging dynasty all raised their stakes in the beleaguered insurer,...

Institutional Investor

Edward Jones layoffs about to hit employees, home office staff

Leadership Recruitment Risk United States of America

It is not clear how many employees will be affected, but none of the private partnership’s 20,000 financial advisors will...

Key Media

Fund Friday: Top fundraising news in private equity

Digital Private Equity Software Argentina China United Arab Emirates

Fund Friday: Top fundraising news in private equity TPG has raised $4.8bn for its latest growth equity vehicle, TPG Growth...

PE Insights

5 Questions for RIAs Pursuing a Partnership with a Family Office

Best Practices Risk Risk Management United States of America

Intentionally structured RIA-family office platform partnerships can add value to all stakeholders and deliver strong risk-adjusted returns for investors.

Institutional Investor

RSM Launches FamilySight® – First End-to-End Family Office Solution on Sage Intacct® Marketplace

FinTech Software Technology United States of America

RSM today announced that its proprietary FamilySight® platform is available on the Sage Intacct® Marketplace.

RSM US

Family offices flock to private markets with allocations surging over 500% in nearly a decade

Investments Portfolio Management Private Equity United States of America

Private investment firms of the wealthy are doubling down on alternatives like private credit and infrastructure, per Preqin.

CNBC

How to fix blended finance + Tsao family office expands impact strategy to Africa

Impact Impact Strategy Investments South Africa

Join Brian Walsh and David Bank as they discuss This Week in Impact's top stories on blended finance and venture...

ImpactAlpha

KKR & Co. Inc. (NYSE:KKR) Shares Purchased by Callan Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC increased its holdings in KKR & Co. Inc. (NYSE:KKR - Free Report) by 131.9% in the...

MarketBeat

Callan Family Office LLC Lowers Position in Cintas Corporation (NASDAQ:CTAS)

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC lessened its stake in shares of Cintas Corporation (NASDAQ:CTAS - Free Report) by 48.1% in the...

MarketBeat

Callan Family Office LLC Cuts Stock Holdings in Marriott International, Inc. (NASDAQ:MAR)

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC lessened its holdings in Marriott International, Inc. (NASDAQ:MAR - Free Report) by 78.8% during the first...

MarketBeat

Republic Services, Inc. (NYSE:RSG) Holdings Lowered by Callan Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC lowered its stake in Republic Services, Inc. (NYSE:RSG - Free Report) by 72.3% during the first...

MarketBeat

Jolly Bubble Secures Pre-A Funding to Expand Across North America and Innovate Kids’ Indoor Entertainment

Innovation Startups Venture Capital Canada

Toronto, Ontario--(Newsfile Corp. - August 15, 2025) - Jolly Bubble Group, an emerging leader in North America's family entertainment sector,...

Newsfile Corp.

Audax Strategic Capital: $1.3 Billion Raised For Inaugural Fund

Investments Private Equity United States of America

Audax Strategic Capital (ASC), part of Audax Private Equity, has closed its first fund, the Audax Private Equity Solutions Fund,...

Pulse 2.0

Financial Gravity Welcomes New Family Office Director Loren James Grabau

Estate planning Family governance WealthTech United States of America

AUSTIN, TX / ACCESS Newswire / August 14, 2025 / Financial Gravity Companies, Inc. (OTC:FGCO) ("Financial Gravity") welcomes Loren James...

ACCESS Newswire

Mavrk Capital closes second equity fund for produce sector

Investments Private Equity United States of America

MAVRK Capital, an asset manager based in Bakersfield, California, combining agricultural expertise with financial strategy, has completed the first close...

Fresh Plaza

Mapletree sells Woolworths distribution hub to family office for $60m

Family governance Investments Real Estate Australia

Mapletree takes $8m loss on Woolworths logistics sale

Green Street News

VestGen Wealth Partners Adds 25-Year Industry Veteran as Chief Investment Officer

Investments Leadership Portfolio Management United States of America

Robert Hostetter will develop and implement comprehensive, innovative and client-centric investment strategies for fast-growing firm.

Your Wyoming Link

HDFC Bank Limited (NYSE:HDB) Stock Holdings Decreased by Callan Family Office LLC

Banking Providers Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC lowered its stake in HDFC Bank Limited (NYSE:HDB - Free Report) by 18.6% in the 1st...

MarketBeat

Callan Family Office LLC Reduces Holdings in Danaher Corporation (NYSE:DHR)

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC trimmed its stake in Danaher Corporation (NYSE:DHR - Free Report) by 16.4% during the first quarter,...

MarketBeat

CVS Health Corporation (NYSE:CVS) Stock Holdings Increased by Callan Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC boosted its position in CVS Health Corporation (NYSE:CVS - Free Report) by 59.0% in the 1st...

MarketBeat

H.I.G. WhiteHorse Announces Close of $5.9B New Middle Market Lending Fund IV

Investments Private Equity United States of America

H.I.G. WhiteHorse, the direct lending credit affiliate of H.I.G. Capital, a global alternative asset management firm with $70 billion of...

Crowdfund Insider

Hong Kong’s Strategic Year Holdings keeps focus on Southeast Asia | Family Offices

Investments Private Equity Venture Capital Hong Kong

Even as private equity dealmaking slows across Southeast Asia, Conrad Tsang's family office is sticking to its regional investment strategy.

Asian Investor

Mike and Annie Cannon-Brookes united in staffing woes

Family governance Recruitment Australia

It seems a former executive of the separate family offices has moved on from the pair.

Australian Financial Review

UK Non-Dom Tax Reforms: Navigating Geopolitical and Fiscal Risks in a Shifting Wealth Landscape

Risk Tax United Kingdom

UK Non-Dom Tax Reforms: Navigating Geopolitical and Fiscal Risks in a Shifting Wealth Landscape

Ainvest

Global Family Office Sector Wants More Alternative Investment; Infrastructure Big Favourite

Investments Private Equity Real Estate

There's been a steady drumbeat of talk about how wealth managers, including family offices, are keen to load up on...

WealthBriefing

Family office buys Richmond freehold for $2m above reserve

Investments Real Estate Australia

Church Street property in furniture precinct draws 50 bids

Green Street News

Shell PLC Unsponsored ADR (NYSE:SHEL) Position Decreased by Callan Family Office LLC

Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC trimmed its position in Shell PLC Unsponsored ADR (NYSE:SHEL - Free Report) by 10.6% in the...

MarketBeat

The Home Depot, Inc. (NYSE:HD) Stake Lessened by Callan Family Office LLC

Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC trimmed its stake in shares of The Home Depot, Inc. (NYSE:HD - Free Report) by 36.1%...

MarketBeat

Blackstone Inc. (NYSE:BX) Shares Bought by Callan Family Office LLC

Investments Listed Stocks & Bonds Private Equity United States of America

Callan Family Office LLC lifted its stake in shares of Blackstone Inc. (NYSE:BX - Free Report) by 275.8% during the...

MarketBeat

Delivering family office services critical to advisor success

Concierge Services Tax Technology United States of America

Stan Gregor, Chairman & CEO of Summit Financial Holdings, explores how RIAs can meet growing demand for family office-style services...

Key Media

Family Harmony By Design: Introducing The ‘Relational Steward’

Family governance Mediation & family dynamics Succession planning

The following article from experts on family governance and related issues explains a concept – the 'relational steward' – and...

Wealth Briefing

Former RSSC President Andrea DeMarco Pivots Away from Travel, Joins Arthur Blank Family Office

Estate planning Family governance Leadership United States of America

Arthur M. Blank is the co-founder of Home Depot and current owner of the NFL’s Atlanta Falcons.

Travel Market Report

H.I.G. WhiteHorse Closes $5.9 Billion H.I.G. WhiteHorse Middle Market Lending Fund IV

Investments Private Equity Risk United States of America

H.I.G. WhiteHorse, the direct lending credit affiliate of H.I.G. Capital, a leading global alternative asset management firm with $70 billion...

Citybiz

Middle East Private Equity Market Size to Hit USD 35,521.5 Million by 2033

Investments Private Equity Trends United Arab Emirates

Middle East private equity market size reached USD 19,732.4 Million in 2024. Looking forward, IMARC Group expects the market to...

IMARC Group

Arthur M. Blank Family Office gets new CEO

Family governance Leadership Succession planning United States of America

Andrea DeMarco will take the helm of the Arthur M. Blank Family Office on Oct. 6.

AJC

Family offices pivot to invest in greener data: ‘the new oil’

Data Impact & ESG Investments

Sustainability linked to digital infrastructure is an increasingly important investment priority for family offices looking to ‘future-proof’ portfolios for an...

Institutional Investor

ImpactAlpha LP/GP: From Singapore, Tsao Family Office seeks impact in Africa

Impact Impact Strategy Investments Singapore

Greetings, Agents of Impact! Welcome to this week’s ImpactAlpha LP/GP, where we take you inside the real business of impact...

ImpactAlpha

From Singapore, Tsao Family Office expands the LP pool for impact strategies in Africa

Impact Impact Strategy Investments Singapore

The first close of an innovative private-credit strategy for small and mid-sized businesses in Africa included many of the usual...

ImpactAlpha

Xtreme Asset Management Limited Announces Enhanced Cybersecurity with U.S. Server Migration

Cyber Security Investments WealthTech Hong Kong

HONG KONG, Aug. 12, 2025 (GLOBE NEWSWIRE) -- Xtreme Asset Management Limited, a Hong Kong-registered and SFC-regulated investment and wealth...

Globe Newswire

Family Wealth Office Market Is Going to Boom | Major Giants Bessemer Trust, Lombard Odier, Northern Trust

Banking Providers Estate planning Succession planning Switzerland

HTF MI just released the Global Family Wealth Office Market Study, a comprehensive analysis of the market that spans more...

HTF MI

Biltmore Family Office LLC Increases Position in The Home Depot, Inc. (NYSE:HD)

Investments Listed Stocks & Bonds Portfolio Management United States of America

Biltmore Family Office LLC boosted its holdings in The Home Depot, Inc. (NYSE:HD - Free Report) by 76.2% during the...

MarketBeat

Fiduciary Family Office LLC Takes Position in Hershey Company (The) (NYSE:HSY)

Investments Listed Stocks & Bonds United States of America

Fiduciary Family Office LLC purchased a new stake in shares of Hershey Company (The) (NYSE:HSY - Free Report) in the...

MarketBeat

Getting Service Formula Right For Family Offices – In Conversation With Northern Trust

Banking Providers Best Practices Trends United States of America

We recently talked to the US-headquartered group about how it goes about serving family offices and the trends it sees...

Family Wealth Report

Summary Of M&A Deals In North American Wealth Management

Banking Providers Private Bank Private Equity Canada United States of America

A round-up of the main transactions involving North American wealth management during April, May and June this year.

WealthBriefing

New bank to manage wealth of the super-rich

Banking Providers Private Bank WealthTech United Kingdom

Co-founder of Metro Bank turns his attention to people with $30 million in investable assets and family offices looking after...

The Times

150 Shares in AutoZone, Inc. (NYSE:AZO) Purchased by Fiduciary Family Office LLC

Investments Listed Stocks & Bonds United States of America

Fiduciary Family Office LLC purchased a new position in AutoZone, Inc. (NYSE:AZO) during the 1st quarter, according to the company...

MarketBeat

Fiduciary Family Office LLC Purchases New Stake in Linde PLC (NASDAQ:LIN)

Investments Listed Stocks & Bonds Portfolio Management United States of America

Fiduciary Family Office LLC purchased a new stake in Linde PLC (NASDAQ:LIN - Free Report) during the first quarter, according...

MarketBeat

Exxon Mobil Corporation (NYSE:XOM) Stake Boosted by Fiduciary Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Fiduciary Family Office LLC increased its stake in Exxon Mobil Corporation (NYSE:XOM - Free Report) by 147.3% during the first...

MarketBeat

4,852 Shares in The Clorox Company (NYSE:CLX) Purchased by Fiduciary Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Fiduciary Family Office LLC acquired a new position in The Clorox Company (NYSE:CLX - Free Report) in the 1st quarter,...

MarketBeat

Fiduciary Family Office LLC Invests $1.16 Million in PepsiCo, Inc. (NASDAQ:PEP)

Investments Listed Stocks & Bonds Portfolio Management United States of America

Fiduciary Family Office LLC acquired a new position in shares of PepsiCo, Inc. (NASDAQ:PEP - Free Report) in the 1st...

MarketBeat

Realtor DRA inks pact with Philippines’ Balajadia Family office to invest $100 mn

Investments Private Equity Real Estate Philippines

DRA Group has signed a pact with Philippines-based Balajadia Family office to jointly develop a commercial project with an estimated...

Hindustan Times

Balajadia Family Office to invest $100 million with DRA Group in Indian commercial, retail projects

Investments Real Estate India Philippines

The Phase 1 real estate portfolio will comprise the development of one million sq ft of Grade-A commercial assets across...

Moneycontrol

Family office deal-making slides with some bright spots in Europe

Investments Jurisdictions Private Equity France Germany United Kingdom

Rattled by tariffs, investment firms of the ultra-wealthy look overseas.

CNBC

Investors from across Asia flock to Saudi property market as kingdom readies for 2026 foreign ownership reforms

Investments Ownership Real Estate Saudi Arabia

The investor influx comes as Saudi Arabia implements sweeping reforms allowing foreign ownership of residential property for the first time.

Arabian Business

Samuel and Co Trading Announces Strategic Partnership with Bryan Lloyd Family Office to Accelerate Growth and Launch New Investment Products

FinTech Investments Portfolio Management United Kingdom

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

ACCESS Newswire

The top asset managers winning the family office race in 2025

Banking Providers Investments Portfolio Management United States of America

Top firms managing family office assets in 2025, led by Northern Trust and Morgan Stanley.

Crain Currency

PE emerges as a winner in large family offices’ plans to add private assets

Investments Private Equity United States of America

There’s an increased appetite this year for growth equity and buyout strategies, particularly among global family offices with $1bn-plus in...

Buyouts Insider

Equity Group Investments Scales Up Direct Deals With Family Capital and PE Precision

Investments Philanthropy Private Equity United States of America

The firm that real estate investor and philanthropist Sam Zell founded to manage his wealth, Equity Group Investments, is part...

Institutional Investor

Oligarch’s Heirs Reveal Wall Street Bets in Family Office Revamp

Estate planning Family governance Succession planning United Kingdom

Badri Patarkatsishvili’s family set up a firm to manage his multibillion-dollar fortune after the mustachioed Georgian tycoon died suddenly at...

Bloomberg

Lisa Castro Joins Family Office Resource Group as President of Family Office Services Amid Broader Leadership Expansion

Family governance Leadership Succession planning United States of America

Family Office Resource Group, a leading provider of comprehensive family office solutions, is pleased to announce that Lisa Castro has...

PR Newswire

Zeltner & Co No Longer Family-Run

Family governance Governance Succession planning Switzerland

The founder of asset manager Zeltner & Co, Thomas Zeltner, is stepping down as CEO and handing over the role...

finews.ch

The Family Office Trap: When Doing Too Much Does Harm

Behavioral Finance Best Practices Family governance

Family offices are sometimes in danger of making the mistake of 'overserving' their clients, so the authors of this article...

Wealth Briefing

SG60: Building a 100-year family enterprise

Family governance Next Generation Succession planning Singapore

As Singapore celebrates its 60th birthday and passes the reins to the new generation of leaders, so are many of...

Business Times

Building wealth for tomorrow

Banking Providers Investments Private Bank Singapore

When UBS first established its Singapore presence in the 1970s, it was the first Swiss bank to believe in the...

Business Times

Humanising finance: Maybank’s Singapore story

Banking Providers Impact Innovation Singapore

As Singapore celebrates its 60th National Day, Maybank Singapore reflects on its deeply intertwined legacy with the nation’s journey of...

Business Times

Half a century of building financial ecosystems and trust

Banking Providers Listed Stocks & Bonds Trust services Singapore

WHEN Lim Hua Min executed his first trade in 1975, Singapore’s fledgling stock market still operated with paper tickets amid...

Business Times

OlivePoint Capital Acquires Amazon-Leased Industrial Property in Raleigh, NC on Behalf of a Family Office

Investments Private Equity Real Estate United States of America

LOS ANGELES--(BUSINESS WIRE)--Aug 5, 2025

Business Wire

LUPINE CREST CAPITAL, FAMILY OFFICE OF JEAN-PIERRE CONTE, LEADS $30M INVESTMENT TO CREATE TOP FIVE INSURANCE BROKERAGE IN COLOMBIA

Insurance Investments Private Equity Colombia

Lupine Crest Capital, the family office of American businessman and private equity veteran Jean-Pierre "JP" Conte, today announced it has...

PRNewswire

GP Snapshot: WakeUp Capital invests in Ireland’s climate and impact startups

Impact Startups Venture Capital Ireland

Dublin-based WakeUp Capital is working to put Ireland on the climate and impact map by supporting the country’s early-stage startups...

Impact Alpha

Medway Investments aligns family office strategy with generational continuity | Asset Owners

Family governance Next Generation Succession planning Singapore

As Asia’s family offices evolve, legacy planning is shifting beyond capital preservation to include cultural value stewardship, generational readiness and...

Asian Investor

AES names new CEO for private wealth and family office unit

Leadership Private Bank Succession planning United Arab Emirates

AES is the first chartered, fee-based financial life management firm in the Middle East.

Institutional Investor

AES appoints Andrew Bates as CEO of AES Private Wealth and Family Office

Estate planning Family governance Private Bank United Arab Emirates

Strengthening commitment to globally minded families in MENA

Zawya

Ex-Qantas Super chief investment officer lands at family office

Investments Portfolio Management Succession planning Australia

The move comes four months after Qantas Super and Australian Retirement Trust finalised a $309 billion merger.

Australian Financial Review

Family office sells $96m stake in lister cyber safety biz Qoria

Cyber Security Investments Listed Stocks & Bonds Perth

Perth-based family office McCusker Holdings was the seller behind a 12 per cent stake in Qoria, worth about $96 million.

Australian Financial Review

High-Performing Family Office Guide For Wealthy Families

Best Practices Family governance Strategy United States of America

Discover the blueprint for creating a high-performing family office. Learn strategies ultra-wealthy families use to manage wealth, reduce costs, and...

Forbes

Why every family office needs a human in the AI loop

Oversight Technology WealthTech

Many family offices are backing artificial intelligence — but need human oversight to adopt it responsibly in their operations.

Crain Currency

How AI and Personalization Shape Investment Portfolios

Investments Portfolio Management Technology United States of America

Mary Jo Palermo, head of Cambridge Associates' portfolio management team, discusses AI's impact, evolving real estate role, and tailored investment...

Worth

The Reshaping of Wealth: Why Family Offices and Institutional Investors Are Pivoting to Private Assets and Crypto

Cryptocurrency Digital Assets Investments

The Reshaping of Wealth: Why Family Offices and Institutional Investors Are Pivoting to Private Assets and Crypto

AInvest

The Family Office concludes exclusive investment forum in Dubai

Family governance Investments Portfolio Management Dubai

Showcasing institutional wealth strategies for investors

Zawya

Long-term incentive plans gain popularity among investment-focused family offices, according to Morgan Stanley

Family governance Investments Succession planning United States of America

Morgan Stanley's Single Family Office Advisory has released its biennial compensation report.

Institutional Real Estate, Inc.

The Family Office concludes exclusive investment forum in Dubai, showcasing institutional wealth strategies for investors

Family governance Investments Strategy Dubai

Event at Four Seasons Dubai explored institutional discipline reshaping wealth planning

Gulf News

Elanor Commercial Property fund receives takeover offer from family office Lederer Group

Family governance Investments Real Estate Australia

Elanor Funds Management’s commercial property fund has received an off-market takeover offer by the Lederer Group, a large Australian family...

Capital Brief

Family office shake-up as global turbulence rocks investment strategies

Investments Private Equity Risk

Investors are replacing their traditional investment playbooks with a greater focus on active management and private debt and equity assets.

IO&C

Secure Your Financial Future ~ Family Office Review – Damascus Partners, Windham, NH

Estate planning Family governance Investments United States of America

By: Joel Desilets 7/25 former Windham, NH, State Rep. I am excited to host this column serving Windham and neighboring...

Valley Patriot

Dingell family in office for 90+ years: Locals praise pavement-pounding, critics say it indicts incumbency

Family governance Governance Succession planning United States of America

The Dingell family has represented Michigan for almost 100 years, with supporters praising their conservation work and critics questioning political...

Fox News

Realm’s CEO: More global family offices are looking for US exposure

Investments Investor Behavior Real Estate United States of America

Travis King, head of the family office collective, said the investor type still views the world’s largest property market as...

PERE News

The global family office: Navigating distance, identity and cross-border complexity

Compliance Family governance Succession planning United States of America

As families globalize, offices grapple with residency, compliance and generational shifts

Crain Currency

Battle for talent at family offices boosts incentive plans and pay

Leadership Performance Recruitment United States of America

Family offices are ramping up the war for talent, creating new incentive plans for top executives that are boosting pay,...

CNBC

Michael Kodari Expands International Operations as KOSEC-Kodari Securities Establishes New Base in China’s Financial Capital

Foresight Investments Real Estate China

In line with Michael Kodari’s strategic visit to China and his longstanding collaboration with senior government officials, KOSEC – Kodari...

King Newswire

3one4 Capital sets the stage for another benchmark-beating exit move

Benchmarking Startups Venture Capital India

Early-stage venture capital firm 3one4 Capital, which clocked 10 exits last year and made at least two more...

VCCircle

5 Questions to Consider When Deciding Whether to Start a Family Office

Decision Making Family governance Purpose United States of America

Ask better questions to understand the purpose, costs, structures, and your family’s alignment.

Kellogg Insight

Why are more wealthy mainland companies coming to Hong Kong for mediation?

Estate planning Family governance Mediation & family dynamics Hong Kong

An increasing number of wealthy mainland families are coming to Hong Kong for mediation services.

South China Morning Post

Diplomatic Trade Ltd, Thomas J. Kent Jr. the Kent Family Office, and Kent Global LLC Stake Acquisition in Turkish Pharma Firm, Target $300M UAE Biopharma Venture

Health & Longevity Private Equity Venture Capital Turkey United Arab Emirates

Cross-border biopharma venture targets $300M IPO valuation and UAE facility launch by Q3 2025...

GlobeNewswire

Silvercrest Asset Management Group Inc. SEC 10-Q Report

Financial Reporting Investments Portfolio Management United States of America

Silvercrest Asset Management Group Inc., a leading provider of investment management and family office services, has released its Form 10-Q...

TradingView

Wood Next’s Julie Lawson on Building a Lean Single Family Office

Family governance Investments Strategy United States of America

Initial conversations with family office CIOs and principals rarely reveal too much about the organizations they are running. The industry,...

Institutional Investor

Buglocon Capital Management Unveils New Family Office Advisory Service

Estate planning Family governance WealthTech United States of America

July 31, 2025 -- The firm launches a specialized advisory platform to address the growing demand for global, long-term wealth...

24-7 Press Release

Cherry Creek Family Offices hires former Johns Hopkins CIO Jason Perlioni

Investments Portfolio Management Recruitment United States of America

Cherry Creek Family Offices, an investment advisor and full-service family office, hired Jason Perlioni, former Johns Hopkins University CIO.

Alternatives Watch

Family office founder reshapes the private equity playbook

Family governance Investments Private Equity United Kingdom

Rami Cassis, first-generation wealth creator and founder of Parabellum Investments, speaks with Elisa Battaglia Trovato, deputy editor at PWM, about...

PWM

Family office for Hong Kong’s richest builds out hedge fund team

Investments Portfolio Management Private Equity Hong Kong

[HONG KONG] A money manager for some of Hong Kong’s richest families is building a hedge fund team to allocate...

Business Times

MS Dhoni’s family office invests in Acko

Insurance Investments Venture Capital India

The company has raised over $458 million, including a $255 million unicorn round led by General Atlantic in October 2021....

Entrackr

MS Dhoni’s family office invests in new-age insurer Acko

Insurance Investments Startups India

Mahendra Singh Dhoni has strategically invested in the D2C insurance platform Acko through his family office, Midas Deals. Dhoni, impressed...

Economic Times

Why so many families lose wealth after one generation

Behavioral Finance Family governance Succession planning United States of America

Emotional and governance gaps — not money — are what cause families to lose wealth in one generation.

Crain Currency

Former Johns Hopkins CIO joins family office OCIO specialist

Investments Portfolio Management Recruitment United States of America

Jason Perlioni joins the Denver-based outsourced CIO specialist after serving as chief investment officer and vice president of investments at...

Crain's

C-suite shakeup at $71B Cresset as firm continues expansion

Investments Leadership Operations Chicago

The Chicago-based RIA and multi-family office promoted industry veterans, including one of its founding partners, as its new investment and...

Key Media

Marco Antonio Soriano to Present at Freedom Capital Markets Summer Family Office Summit in Montauk, NY

Automative technology Brand & design Luxury & Lifestyle United States of America

The transformative impact of Soriano Motori’s electric vehicles and Soriano Fashion’s sustainable, made-in-Italy collections on the global luxury landscape. Soriano,...

WANE

Cherry Creek Family Offices Expands Leadership Team, Naming Jason Perlioni, Former CIO of Johns Hopkins University, Senior Partner and Chair of Investment Committee

Estate planning Investments Leadership United States of America

Perlioni to work closely with Cherry Creek Family Offices CIO Corey McKiernan and the firm's investment management professionals. Move follows...

KXAN

Top Indian Family Offices Backing Startups: Key Investors & Trends 2025

Startups Trends Venture Capital India

Indian family offices may have contributed over $9B to startup funding last year—35–40% of total VC inflows. This marks a...

TICE News

Former Johns Hopkins CIO Joins Colorado Family Office

Family governance Investments Strategy United States of America

Jason Perlioni will lead the investment committee at the $3 billion Cherry Creek Family Offices.

ai-cio.com

Perlioni picked as senior partner as $3B multi-family office expands its UHNW expertise

Estate planning Family governance Leadership United States of America

Denver based firm has been bolstering its senior leadership team in recent months.

Key Media

$26.2bn Summit Trail adds CFO, leans into family office services

Family governance Recruitment Strategy United States of America

Summit Trail managing partner Jack Petersen sat down with Citywire to discuss a recent executive hire and his plans to...

Citywire

Brevan Howard Taps Thiel Family Office Alum for Crypto Push

Cryptocurrency Digital Assets Portfolio Management United States of America

Brevan Howard Asset Management is tapping David Kalk, an alum of Peter Thiel’s family office, as a portfolio manager for...

Bloomberg

Anchorage Digital to Provide Custody Services for MHC Digital Group’s Institutional Trading Platform

Cryptocurrency Digital Assets FinTech United States of America

Anchorage Digital to Provide Custody Services for MHC Digital Group's Institutional Trading Platform

ainvest.com

Family offices face next-gen challenges, information overload: VCCircle summit panelists

Family governance Next Generation Succession planning India

While the structure of family offices in India is still evolving, their managers face several challenges such as complex...

VCCircle

Family office philanthropy: How to decide between a DAF and a private foundation

Decision Making Family governance Philanthropy United States of America

How should a family office give? Weighing donor-advised funds vs. private foundations.

Crain Currency

Spotlight: The Role Of Family Office Investment Committees

Family governance Investments Succession planning United States of America

The Investment Committee sits at the centre of the evolution of a Family Office.

Forbes

Family office deal-making has fallen this year as investors wait for clarity

Investments Investor Behavior Venture Capital United States of America

While AI and overseas companies still hold appeal, investment firms of the ultra wealthy are largely holding back.

CNBC

Carnegie says super funds and family offices can now pile into crypto

Cryptocurrency Digital Assets Investments Australia

A new deal between veteran investor Mark Carnegie’s firm and a US cryptocurrency bank is aimed at letting nervous institutional...

Australian Financial Review

NH Investment & Securities hits 200 family offices and plans to triple registration threshold

Banking Providers Family governance Private Bank South Korea

NH Investment & Securities celebrates 200 family registrations, enhancing premium services and offerings.

Chosun Business

SEI Investments’ Profits Jump On Family Office Business Sale

FinTech Investments Listed Stocks & Bonds United States of America

A major divestment lifted earnings, but underlying growth and future investments keep analysts optimistic about SEI’s outlook.

Finimize

From manual to the cloud: How Sage Intacct transformed key family office processes

Financial Reporting Software WealthTech United States of America

RSM elevated a family office client’s accounting and reporting processes with a comprehensive, cloud-based Intacct ERP system. Learn more.

RSM US
Business Wire

India family office reassesses global exposure amid shifting world order | Fixed Income

Investments Risk Strategy India

Dinesh Hinduja Family Office’s Jai Rupani highlights geopolitical risk, AI acceleration and relevance-led manager access as critical forces shaping long-term...

Asian Investor

Masttro And Arch Partner To Raise UHNW, Family Office Game

FinTech Investments WealthTech United States of America

Wealth tech firm Masttro has joined forces with private markets specialist Arch to enhance the way ultra-high net worth families...

Wealth Briefing

Cyber And Physical Risks: A Guide For Family Office Managers

Cyber Security Risk Risk Management United States of America

Here is another of the conversations that featured in this news service's recent forum about cybersecurity and other security risks.

WealthBriefing

How to differentiate your family office from the pack

Best Practices Innovation Strategy United States of America

How to differentiate your family office from the pack

Key Media

Zara Billionaire Ortega Buys Stake in PD Ports From Brookfield

Investments Private Equity United Kingdom

Inditex SA founder Amancio Ortega’s family office agreed to buy a 49% stake in the UK’s PD Ports from Brookfield...

Bloomberg

What does running a multi-family office model actually entail?

Estate planning Family governance WealthTech Canada

Thane Stenner defines the increasingly popular term in wealth management, explains what the work entails, and offers insight into how...

Wealth Professional

Family office Green Capital bets big on Southeast Asia and India

Investments Portfolio Management Private Equity India Thailand

The India-based family office is less bullish on the US, Japan and China due to economic and market headwinds.

Asian Investor

Welcome to Mr. Bieber’s Family Office

Family governance Mediation & family dynamics News United States of America

Music industry news, rumors, and innuendo.

Institutional Investor

KGI opens first Hong Kong bank branch, eyes wealth business and family offices

Banking Providers Private Bank WealthTech Hong Kong

Private banking and private wealth management assets in Hong Kong jumped 15 per cent in 2024 to HK$10.4 trillion.

South China Morning Post

A Closer Look at Talent Agency CAA’s New Family Office Service

Estate planning Family governance Trust services United States of America

Creative Artists Agency has quietly launched a family office service tailored for its high-profile clients.

Institutional Investor

Tampa’s Liberty Group exits hotel business after 45 years, shifts focus to family office investments

Family governance Investments Real Estate United States of America

After more than four decades in the hospitality industry, Liberty Group has sold its last remaining hotels.

Tampa Bay Business & Wealth

Sebi’s AMC-family office plan sparks concerns over regulation and parity

Compliance Family governance Investments India

Sebi's proposal to let AMCs manage family office funds sparks debate on regulation

Business Standard

Shareholders of Chinese firms eye Hong Kong for family offices: asset manager

Estate planning Family governance Investments Hong Kong

Chairman of Oakwise Capital says wealthy mainland Chinese will continue looking to Hong Kong as a home for their family...

South China Morning Post

Honeywell International Inc. (NASDAQ:HON) Shares Purchased by OneAscent Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

OneAscent Family Office LLC boosted its stake in Honeywell International Inc. (NASDAQ:HON - Free Report) by 128.8% during the first...

MarketBeat

Colgate-Palmolive Company (NYSE:CL) Shares Bought by OneAscent Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

OneAscent Family Office LLC boosted its position in shares of Colgate-Palmolive Company (NYSE:CL - Free Report) by 105.3% in the...

MarketBeat

OneAscent Family Office LLC Grows Stock Holdings in American Express Company (NYSE:AXP)

Banking Providers Investments Listed Stocks & Bonds United States of America

OneAscent Family Office LLC grew its position in shares of American Express Company (NYSE:AXP - Free Report) by 81.0% in...

MarketBeat

The Home Depot, Inc. (NYSE:HD) Shares Acquired by OneAscent Family Office LLC

Financial Reporting Investments Listed Stocks & Bonds United States of America

OneAscent Family Office LLC boosted its stake in shares of The Home Depot, Inc. (NYSE:HD - Free Report) by 146.7%...

MarketBeat

Multi Family Office Market Hits New High | Major Giants Bessemer Trust, Citi Private Bank, Atlantic Trust

Banking Providers Portfolio Management Private Bank United States of America

HTF MI just released the Global Multi Family Office Market Study, a comprehensive analysis of the market that spans more...

HTF MI

Family Offices: Yesterday, Today and Tomorrow

Estate planning Family governance Succession planning United Kingdom

A review of some hot topics.

Contentstack

EPrivateClient – The top family office services stories

Estate planning Family governance Succession planning United Kingdom

A roundup of the latest family office stories.

EPrivateClient

WAIB Summit Monaco 2025: Global innovators honored at premier Web3 & AI gathering

Cryptocurrency Innovation Technology Monaco

The WAIB Summit Monaco 2025 concluded with resounding success, bringing together the world’s foremost leaders in Web3, artificial intelligence, and...

Cointelegraph

How family offices can protect the bottom line when putting family members on payroll

Family governance Next Generation Succession planning United States of America

Sargento heir Joshua Gentine told CNBC how to set the next generation up for success.

CNBC