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.
Callan Family Office LLC Makes New Investment in Norwegian Cruise Line Holdings Ltd. $NCLH
Callan Family Office LLC bought a new position in shares of Norwegian Cruise Line Holdings Ltd. (NYSE:NCLH - Free Report)...
Callan Family Office LLC Invests $264,000 in National Fuel Gas Company $NFG
Callan Family Office LLC acquired a new position in shares of National Fuel Gas Company (NYSE:NFG - Free Report) during...
Callan Family Office LLC Purchases Shares of 8,232 CNX Resources Corporation
Callan Family Office LLC purchased a new stake in shares of CNX Resources Corporation (NYSE:CNX - Free Report) during the...
Callan Family Office LLC Acquires Shares of 7,922 Pinterest, Inc. $PINS
Callan Family Office LLC acquired a new stake in Pinterest, Inc. (NYSE:PINS - Free Report) in the second quarter, according...
Callan Family Office LLC Takes $285,000 Position in F5, Inc. $FFIV
Callan Family Office LLC purchased a new position in shares of F5, Inc. (NASDAQ:FFIV - Free Report) during the second...
Callan Family Office LLC Buys New Position in Affirm Holdings, Inc. $AFRM
Callan Family Office LLC bought a new stake in shares of Affirm Holdings, Inc. (NASDAQ:AFRM - Free Report) in the...
3,631 Shares in Ciena Corporation $CIEN Acquired by Callan Family Office LLC
Callan Family Office LLC acquired a new stake in Ciena Corporation (NYSE:CIEN - Free Report) in the second quarter, according...
Kiran Patel’s $190M high-rise progresses in Tampa’s Encore district
Dr. Kiran Patel's family office will relocate to the Harrison, a $190 million mixed-use tower in Tampa's Encore district, set...
Family office acquires Maryland firm
Family Office of America's Maryland subsidiary acquired Maryland-based CPA firm Toone & Associates — the latest example of family offices...
Report: North American Family Offices Increasingly Embrace AI And Innovation
RBC And Campden Wealth Report Says Three Times More Family Offices Are Leveraging AI To Improve Operations This Year Than...
2025 RBC and Campden Wealth Report: North American family offices adapt to uncertainty and embrace AI, innovation and
Following volatility in early 2025, family offices are transforming caution into opportunity to position themselves for sustained success. Key findings:...
Dollar depreciation a leading concern as family offices bet on cash, gold and crypto
Dollar depreciation a leading concern as family offices bet on cash, gold and crypto. There's been a shift in the...
Deutsche Bank: Family offices building ‘war chests’ for market swings
Family offices are building up credit lines to seize business opportunities and manage risk, highlighting the sophistication of investment firms...
Family Offices Get ‘War Chests’ for Market Swings, Says Deutsche Bank
Family offices are getting ready for a market opportunity, Adam Russ, global head of wealth management and business lending at...
Alleged crime boss set up Singapore family office as US sanctions target pig-butchering ring
Chen Zhi, the chairman of Prince Holding Group, set up a Singapore family office that claimed special tax perks while...
The Phantom Fortunes: Inside the World of Fake Family Offices
By Matthias Knab How Imposters, Con Artists, and Sophisticated Fraudsters Are Infiltrating the Ultra-Wealthy's Most Exclusive Networks An investigation
DCA eyes agriculture for returns and tax play
When high-net-worth individuals invest in the asset class, 'the tax advantages actually turn it into something in the double digits...
Credit Lines, War Chests And Liquidity: How Family Offices Are Positioning
A study from the German bank into the investment habits of family offices worldwide delves into attitudes about borrowing money...
Family offices reset following volatility in early 2025
After starting the year with market turmoil and trade concerns, ultra-high-net-worth family offices are adjusting their strategy to protect and...
RWA Wealth Partners Expands Family Office Division with Two Senior Wealth Advisors
RWA Wealth Partners, a national independent and boutique wealth management firm responsible for $19.7 billion in client assets, announced today...
Acquires Toone & Associates — Family Office of America Begins Roll-Up Expansion Across Maryland
Family Office of Maryland has acquired Toone & Associates, adding tax and accounting expertise; FOFA plans AI-driven roll-up expansion across...
DBS Private Bank BrandVoice: DBS Private Bank: Giving Family Offices An Edge In Uncertain Times
DBS Private Bank helps UHNW families grow cross-border wealth, plan succession, and future-proof legacies through innovative family office solutions.
Genuine Parts Company $GPC Shares Purchased by Callan Family Office LLC
Callan Family Office LLC boosted its position in Genuine Parts Company (NYSE:GPC - Free Report) by 110.9% in the 2nd...
Callan Family Office LLC Purchases 6,987 Shares of CenterPoint Energy, Inc. $CNP
Callan Family Office LLC raised its position in CenterPoint Energy, Inc. (NYSE:CNP - Free Report) by 124.1% during the 2nd...
Indian family offices have a new favourite—early-stage VC funds
After years of backing late-stage or pre-IPO bets, India’s wealthiest families are shifting capital to smaller venture funds as institutional...
Sarasota family office acquires two Ohio companies
Nickolas Asset Management has acquired OGO and Medal Technologies in North Baltimore, Ohio.
Chanel Billionaires’ Family Office Bets on Rockefeller Capital
The investment firm owned by the family behind Chanel is acquiring a stake in Rockefeller Capital Management, valuing the wealth...
Trump-linked Dominari partners with firm backed by Binance founder’s family office
A subsidiary of Dominari Holdings, which has ties to President Donald Trump’s sons, is partnering with a blockchain project backed...
Rockefeller Capital Management Welcomes New Distinguished Families and Investors to Support Next Phase of Growth
Rockefeller Capital Management (“Rockefeller” or “the firm”) today announced a successful recapitalization at an enterprise valuation of over $6.6 billion.
David Rubenstein’s Family Office Spins Out New Secondaries Firm
Carlyle Group Inc. co-founder David Rubenstein’s family office has spun out a team focusing on buying second-hand stakes in private...
Devon Energy Corporation $DVN Shares Purchased by Callan Family Office LLC
Callan Family Office LLC raised its position in Devon Energy Corporation (NYSE:DVN - Free Report) by 74.8% in the 2nd...
Molson Coors Beverage Company $TAP Shares Purchased by Callan Family Office LLC
Callan Family Office LLC raised its holdings in shares of Molson Coors Beverage Company (NYSE:TAP - Free Report) by 189.0%...
2,720 Shares in AppFolio, Inc. $APPF Purchased by Callan Family Office LLC
Callan Family Office LLC bought a new position in shares of AppFolio, Inc. (NASDAQ:APPF - Free Report) during the 2nd...
Autoliv, Inc. $ALV Shares Bought by Callan Family Office LLC
Callan Family Office LLC raised its position in Autoliv, Inc. (NYSE:ALV - Free Report) by 157.8% during the 2nd quarter,...
DSWD Gets Outside Investment From 119th Street Capital
DSWD, a CPA and advisory firm with offices in Chicago and Frankfort, IL, announced on Oct. 9 that it has...
ONEOK, Inc. $OKE Shares Bought by Callan Family Office LLC
Callan Family Office LLC grew its position in shares of ONEOK, Inc. (NYSE:OKE - Free Report) by 141.0% during the...
Diamondback Energy, Inc. $FANG Stock Position Lifted by Callan Family Office LLC
Callan Family Office LLC lifted its stake in shares of Diamondback Energy, Inc. (NASDAQ:FANG - Free Report) by 55.7% during...
Freeport-McMoRan Inc. $FCX Shares Purchased by Callan Family Office LLC
Callan Family Office LLC lifted its holdings in Freeport-McMoRan Inc. (NYSE:FCX - Free Report) by 229.9% in the second quarter,...
Philippines Family Offices Market Worth USD 592.01 Million During 2025-2033
The latest report by IMARC Group Philippines Family Offices Market Size Share Trends and Forecast by Type Office Type Asset...
Theia Ventures announces first close of its maiden $30 million fund
Theia Ventures, an early-stage venture capital firm, has announced the first close of its maiden $30 million fund (Theia Ventures...
Mondelez International, Inc. $MDLZ Shares Bought by Callan Family Office LLC
Callan Family Office LLC increased its holdings in Mondelez International, Inc. (NASDAQ:MDLZ - Free Report) by 156.6% in the second...
Lam Research Corporation $LRCX Shares Acquired by Callan Family Office LLC
Callan Family Office LLC grew its holdings in Lam Research Corporation (NASDAQ:LRCX - Free Report) by 121.5% during the 2nd...
Callan Family Office LLC Increases Position in British American Tobacco p.l.c. $BTI
Callan Family Office LLC lifted its position in shares of British American Tobacco p.l.c. (NYSE:BTI - Free Report) by 245.2%...
Synopsys, Inc. $SNPS Shares Bought by Callan Family Office LLC
Callan Family Office LLC increased its holdings in Synopsys, Inc. (NASDAQ:SNPS - Free Report) by 123.9% in the second quarter,...
Prologis, Inc. $PLD Shares Acquired by Callan Family Office LLC
Callan Family Office LLC increased its stake in Prologis, Inc. (NYSE:PLD - Free Report) by 316.9% during the second quarter,...
UBS Group AG $UBS Shares Acquired by Callan Family Office LLC
Callan Family Office LLC grew its stake in UBS Group AG (NYSE:UBS - Free Report) by 150.7% in the 2nd...
Duke Energy Corporation $DUK Shares Bought by Callan Family Office LLC
Callan Family Office LLC lifted its holdings in shares of Duke Energy Corporation (NYSE:DUK - Free Report) by 110.0% in...
Honeywell International Inc. $HON Stock Position Lifted by Callan Family Office LLC
Callan Family Office LLC boosted its stake in shares of Honeywell International Inc. (NASDAQ:HON - Free Report) by 73.1% during...
Danaher Corporation $DHR Shares Acquired by Callan Family Office LLC
Callan Family Office LLC grew its holdings in Danaher Corporation (NYSE:DHR - Free Report) by 102.9% in the 2nd quarter,...
International Business Machines Corporation $IBM Shares Purchased by Callan Family Office LLC
Callan Family Office LLC increased its position in shares of International Business Machines Corporation (NYSE:IBM - Free Report) by 467.1%...
Sysco Corporation $SYY Shares Purchased by Callan Family Office LLC
Callan Family Office LLC increased its holdings in shares of Sysco Corporation (NYSE:SYY - Free Report) by 195.5% in the...
Graco Inc. $GGG Shares Acquired by Callan Family Office LLC
Callan Family Office LLC lifted its position in shares of Graco Inc. (NYSE:GGG - Free Report) by 1,026.2% during the...
Tesla, Inc. $TSLA Shares Acquired by Callan Family Office LLC
Callan Family Office LLC grew its stake in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 224.7% in the 2nd quarter,...
Walmart Inc. $WMT Shares Acquired by Callan Family Office LLC
Callan Family Office LLC lifted its stake in shares of Walmart Inc. (NYSE:WMT - Free Report) by 133.3% during the...
Hong Kong steps up efforts to meet evolving family office needs
It is shaping new policies to attract more global family offices.
CocaCola Company (The) $KO Shares Purchased by Callan Family Office LLC
Callan Family Office LLC lifted its stake in CocaCola Company (The) (NYSE:KO - Free Report) by 164.2% in the 2nd...
Amgen Inc. $AMGN Shares Purchased by Callan Family Office LLC
Callan Family Office LLC raised its position in shares of Amgen Inc. (NASDAQ:AMGN - Free Report) by 110.5% in the...
Intuit Inc. $INTU Stake Boosted by Callan Family Office LLC
Callan Family Office LLC grew its stake in shares of Intuit Inc. (NASDAQ:INTU - Free Report) by 41.7% in the...
Callan Family Office LLC Has $14.71 Million Stock Holdings in Cencora, Inc.
Callan Family Office LLC boosted its stake in shares of Cencora, Inc. (NYSE:COR - Free Report) by 65.9% in the...
Callan Family Office LLC Grows Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Callan Family Office LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by...
Intuitive Surgical, Inc. $ISRG Shares Acquired by Callan Family Office LLC
Callan Family Office LLC grew its position in Intuitive Surgical, Inc. (NASDAQ:ISRG - Free Report) by 128.0% during the second...
Wells Fargo & Company $WFC Position Lifted by Callan Family Office LLC
Callan Family Office LLC raised its stake in shares of Wells Fargo & Company (NYSE:WFC - Free Report) by 207.5%...
Netflix, Inc. $NFLX Stock Holdings Lifted by Callan Family Office LLC
Callan Family Office LLC increased its holdings in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 104.5% during the...
Hong Kong Continues To Broadcast Family Office Ambitions
The Asian city has for several years highlighted its work to encourage family offices to set up there.
Rogers-based Emeraude provides family wealth, business support – Talk Business & Politics
Emeraude, based in the Pinnacle Hills area of Rogers, was born out of a need to serve clients of a...
Chicago CPA firm gets family office investment
Chicago-based CPA firm DSWD received an investment from 119th Street Capital, a family office based in Indiana that invests in...
Gerard Fischer and American Family Insurance Work Hard for Clients
GODFREY - Gerard Fischer with American Family Insurance wants the best for his clients. Located at 3014 Godfrey Road in...
Financial Gravity Companies Appoints Gretchen Roberts as Family Office Director
Financial Gravity Companies, Inc. (OTC: FGCO) welcomes Gretchen Roberts aboard as a new Family Office Director. Gretchen Roberts is a......
Inside Family Office EverWatch’s Thesis-Driven Approach
In the ten years since Theodore Kokas was brought in to run investments, single family office EverWatch Financial has only...
Pickleball today, rugby tomorrow: Hong Kong family office begins sports push
Pickleball partnership is LIT Sports Global’s first foray into industry, and talks are afoot to take Hong Kong franchise into...
Hong Kong Launches Family Office Playbook
In an effort to further facilitate ultra-rich individuals considering settling in Hong Kong, the city has launched a playbook to...
Klay Group appoints Srajan Gupta as Director, Multi-Family Office
In this role, Srajan Gupta will report to Achal Aroura, Head of MFO and will focus on strengthening Klay Capital’s...
CZ’s Family Office Launches $1 Billion BNB Builder Fund
The $1 billion builder fund from CZ’s family office aims to back BNB Chain projects in AI, DeFi, real-world assets,...
Blackstone Billionaire James’ Family Office Starts Biotech Fund
Tony James’ family office has launched a fund focused on the health-care sector as the Blackstone Inc. billionaire adopts more...
Theia Ventures Announces BII as Anchor Investor as it Confirms First Close of $30M Fund
Theia Ventures Announces BII as Anchor Investor as it Confirms First Close of $30M Fund - NewsVoir Bangalore (Karnataka) [India],...
Theia Ventures Secures $15 Million in Maiden Fund First Close to Back Deeptech and Decarbonisation Startups
Venture capital firm Theia Ventures has announced the first close of its inaugural fund, raising $15 million toward its $30...
Chilean executive appointed CEO of Jeff Bezos’s father’s family office
Mike Bezos, father of Amazon founder Jeff Bezos, has appointed Chilean executive Valeria Alberola as the new CEO of his...
A family office’s long view on Miami tech
The story of Miami’s tech scene is often told through the lens of founders and venture funds. Less visible –...
Theia Ventures $30M Fund Supports Clean Tech
Theia Ventures has launched a $30 million fund to support clean technology initiatives. This fund aims to drive innovation and...
Family Office of America Completes Asset Acquisition
Family Office of America ($FOFA) just unveiled an update. Family Office of America, Inc. entered into an Asset Purchase Agreement...
Hong Kong shapes policies to widen appeal to family offices, treasury chief says
Last month, the government achieved its previous target of facilitating 200 family offices to establish a presence in the city.
Raffles Family Office bolsters Hong Kong team with key hires | Moves
The appointments come as demand for sophisticated wealth management solutions from Asia's ultra-wealthy families and their next generations continues to...
UHNW Institute Sets Up Single-Family Office Circle
The launch is another step in a series of offerings from the non-profit think tank, with which this publication is...
Hedge funds, crypto lure Gulf heirs set to inherit $1 trillion
The willingness to test a new asset class offers a window into the shifts emerging in one of the world’s...
Single family office Racson Capital builds exposure in Australian real estate and private credit
Singapore-based Racson Capital is building disciplined, conviction-driven investing in private credit and real estate, with a special focus on Australia.
Where to Find Big Paydays in Private Wealth
Seven-figure salaries await those who manage the fortunes of the ultra-rich — if they're lucky enough to be based in...
Medicus Pharma Ltd. to Present at the Family Office Summit in Dubai, UAE
Executive Chairman & CEO of Medicus to participate in a panel discussion.
Next-Gen Gulf Heirs Push Family Wealth Into Crypto and Hedge Funds
Next-gen heirs in the Gulf are steering centuries-old fortunes toward crypto and hedge funds, signaling a break from the traditional...
Hedge Funds and Crypto Lure Gulf Heirs Set to Inherit $1 Trillion
In 2020, two young brothers at a 135-year-old Gulf merchant family approached one of its money-managers with an idea: bet...
ME single family offices eye digital assets with caution, says Goldman Sachs PWM’s Campos
Cautious curiosity is defining how Middle Eastern family offices approach crypto, Goldman Sachs finds, even as next-gen investors push portfolios...
Tycoon Lawrence Ho’s family office opens world’s first resort hospital in Macau
The hospital, which offers health screening, diagnostic imaging and longevity treatments, will help boost gaming hub’s medical tourism bid.
UHNW Institute’s Chairman, CEO Explains Single-Family Office Circle’s Creation
We talk to the CEO, co-founder and chairman of the think tank about its new venture catering to single-family offices,...
Sofia Leads Family Office into Next-Gen Gold Trading Amid Digital Identity Battles
Madrid June 2025 Amidst the rapidly transforming global financial and compliance landscape Sofia, the third generation heir to a Spanish...
Family Offices Unlock Renewable Tax Equity Returns
Family offices can access institutional-level renewable energy investments with rapid capital recovery and high returns before policy changes end chances.
Indian regulator denies reports on family office oversight
The Securities and Exchange Board has begun discussions on making family offices disclose their entities, assets and investment returns.
Leon Capital Group Appoints Travis Pittman to Launch Family Office and Private Capital Advisory Services
Leon Capital Group, a diversified holding company for a privately-owned group of entities, today announced that Travis Pittman has joined...
Global Family Office Investment Summit Hosted by Anthony Ritossa Unveils 28th Edition in Miami: Connecting Minds & Creating the Future
/CNW/ -- The 28th Edition Global Family Office Investment Summit is set to take the stage November 19-20 at the...
Finarkein raises $1.5 Mn in pre-Series A round led by DSP Group Family Office
Finarkein specializes in open finance, data intelligence, and AI infrastructure. The company helps financial institutions and other businesses build on...
Indian fintech startup Finarkein raises $1.5 million from DSP Group Family Office, others
Indian fintech startup Finarkein today said it has raised $1.5 million in an extended pre-Series A funding round led by...
Château Haute Germaine: A Legacy Estate Designed for Family Offices
Château Haute Germaine Château in Le Broc Luxury Real Estate France A historic 69-hectare Côte d’Azur estate offering family offices...
Australia Luxury Perfume Market Size, Share, Trends and Forecast by 2025-2033
Australia Luxury Perfume Market Overview Market Size in 2024 USD 266.40 Million Market Size in 2033 USD 416.83 Million Market...
Raffles Family Office Strengthens Hong Kong Hub with Senior Hires
Raffles Family Office has bolstered its relationship management team in Hong Kong with the appointment of two seasoned leaders, underlining...
Eight Lessons For Family Offices From The House Of Guinness
What a Netflix period drama can teach family offices about succession, governance, and legacy in the age of modern wealth.
Fortitude Family Office LLC Raises Holdings in Microsoft Corporation $MSFT
Fortitude Family Office LLC grew its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 13.0% in the...
No plans for regulatory oversight of family offices, clarifies SEBI
SEBI clarifies it will not regulate family offices in India, dismissing media reports and confirming no proposal is under review.
SEBI clarifies: no plans for regulatory oversight of family offices
The Securities and Exchange Board of India (SEBI) on Saturday clarified that it is not considering any regulatory oversight of...
Family Offices Pivot Toward Wealth Preservation Amid Global Instability
A KPMG/Agreus survey found that family offices are focusing on shielding assets from market volatility by moving away from cash.
India’s SEBI says no plans to regulate family offices at present
India's markets regulator, the Securities and Exchange Board of India (SEBI), said on Friday it is not considering regulatory oversight...
Billionaire family offices face Sebi scrutiny: Report
India Business News: Markets regulator Sebi began discussions on overseeing family offices, seeking disclosures on their assets and investments due...
Sebi not considering regulatory framework for family offices
Read more about Sebi not considering regulatory framework for family offices on Devdiscourse.
How family offices can stress-test their portfolios and build more resilience
Family offices can use stress tests to make their portfolios more resilient.
Demand for Family Offices Set to Soar in the Coming Years
Global demand for family offices will continue to surge, reflecting sustained growth in the number of wealthy individuals.
WealthStack Podcast: Callan Family Office CTO Dan Burke
Callan Family Office CTO Dan Burke reveals how wealth tech delivers security and personalization for ultra-high-net-worth families.
Custos Family Office LLC Takes $625,000 Position in NIKE, Inc. $NKE
Custos Family Office LLC acquired a new stake in NIKE, Inc. (NYSE:NKE - Free Report) in the 2nd quarter, according...
Multi-Family Office Rebrands Under New Name
Novum Capital Partners is now operating under the name Novum Partners. finews.com visited the multi-family office in its newly renovated...
Global Family Office Summit Draws World’s Elite to Cannes
Leading entrepreneurs gather for major event.
England W vs South Africa W Prediction: Check Eng vs SA Women’s World Cup 2025 today match Playing 11, head-to-head
England and South Africa are set to open their Women's World Cup campaign in Guwahati on Friday, with both strong...
Billionaire family offices face deeper scrutiny in India
India's markets regulator is considering bringing family offices under its oversight due to their increasing market influence. Proposed rules include...
Fortitude Family Office LLC Increases Stock Holdings in NVIDIA Corporation $NVDA
Fortitude Family Office LLC increased its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 66.4% in the second quarter,...
New Era of Connection for Single-Family Office Pros
Single-family office professionals have long operated in silos – juggling wealth transfer, cybersecurity risks, tech choices and generational dynamics without...
India Mulls Oversight of Family Offices as Billionaires Dominate
India’s markets regulator has begun discussions on bringing family offices under its oversight, as the nation’s billionaires become a growing...
Ten Minute Interview: Unique Insurance Considerations For High Net Worth Individuals (Video)
Brian Lucareli, director of Foley Private Client Services (PCS) and co-chair of the Family Offices group, sits down with Ethan...
CEO of Omega Family Office Warns Market In Late Stages Of Bull Run, Calls AI Valuations ‘Ridiculously High’
Leon Cooperman warned the market is in the late stages of a bull run, echoing Warren Buffett’s caution that bubbles...
Goldman Sachs Report: Family Offices’ Take on AI, Geopolitics and More
Discover how powerful family offices are adapting to geopolitical risks, embracing AI, and investing in private markets, digital assets, and...
Corient expands Pacific Northwest footprint with $2B Bristlecone Advisors
The deal for the Bellevue, Washington-based multi-family office marks another step for Corient's hyper-growth strategy.
Mubadala-Owned Corient Acquires $2B Multi-Family Office
Corient makes its third multi-billion dollar acquisition since announcing a $214 billion U.K.-based deal in early September.
Manus on Markets: How the wealthiest family offices hold their nerve
Goldman Sachs' head of private wealth says family offices are leaning into risk but using disciplined hedging and diversification as...
UHNW Institute Launches Single-Family Office Leadership Group
The Single Family Office Circle's offerings include unbiased content, peer forums, practice development tools and networking resources.
Barclays hires 3 private bankers from JP Morgan, LGT, Deutsche Bank for Singapore
British lender also relocates senior banker from London as it expands coverage across Asia.
Indies Capital Raises Over $300 Million for Private Credit Fund
Southeast Asia-focused alternative investment manager Indies Capital Partners Pte. has raised over $300 million for its fourth private credit fund,...
The family office boom: Why global investors are betting on Hong Kong
Hong Kong is rapidly emerging as the world's leading cross-border wealth management hub, poised to surpass Switzerland as early as...
Osaic Secures ‘Exclusive License’ for Wealth.com’s Family Office Suite
The partnership prioritizes the support of estate planning needs of advisors’ most affluent clients.
French Riviera Hosts Powerful 27th Global Family Office Investment Summit Hosted by Anthony Ritossa
The 27th Edition Global Family Office Investment Summit, hosted at the JW Marriott Hotel in Cannes, brought together 200+ family...
Talent as the true asset: Why family offices succeed or fail on recruitment
Recruiting the right talent is the key factor that determines whether family offices thrive or fail.
Family Office GC Rejoins Morgan Lewis In Boston, Philly
A former Morgan Lewis & Bockius LLP partner has rejoined the firm in the private client group after spending more...
Council Post: Putting AI To Work In The Family Office
AI is a top-to-bottom shift in how we serve clients and manage wealth.
Director, Family Office Management Team
A boutique multi family office based in Boston is looking to build their leadership team by hiring a new Director....
Private Client Partner Returns to Morgan Lewis After 11 Years as Family Office GC
John Boxer previously served as a partner at Morgan, Lewis & Bockius from 2004 to 2014. Upon his return to...
Addepar’s Global Expansion Accelerates with New Switzerland Office
This expansion underscores Addepar's commitment to serving clients across Europe and the Middle East, building on decade-long partnerships with family
Family Office GC Rejoins Morgan Lewis in Boston, Philly
Partner John Boxer was featured in a Law360 article, which spotlighted his return to Morgan Lewis after 11 years leading...
Altoo Client Survey: Wealth Platform Core to Family Office Operations
Altoo's 2025 client survey confirms the Altoo Wealth Platform is essential to daily operations for family offices and wealth owners....
U.S. family offices dominate pay race with $1 million CIO salaries
U.S. family offices are paying their top money managers the most competitive salaries globally as the number of private investment...
Castle Wall Partners and Family Office Networks Announce Strategic Partnership
Family Office Networks Logo CWP Castle Wall Partners and FON partner to give family offices vetted tech-driven investments with early...
Wealthy investors tap ETFs for three hot assets, according to Goldman Sachs
A new Goldman Sachs report reveals how family offices, a collection of the world's wealthy, are investing in hot areas...