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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Middle East’s best for family-office services 2025: UBS

Banking Providers Family governance Trust services United Arab Emirates

UBS has reinforced its leadership in family-office services across the Middle East, leveraging its global scale, institutional expertise and deep...

Euromoney

CEE’s best for family office services 2025: Karman Beyond

Estate planning Family governance WealthTech Turkey

Karman Beyond, Turkey’s first independent multi-family office, has achieved significant milestones in redefining wealth management for wealthy and ultra-wealthy families.

Euromoney

Asia’s best for succession planning 2025: JPMorgan Private Bank

Family governance Private Bank Succession planning China

As Asia’s ultra-high-net-worth individuals seek increasingly sophisticated wealth management solutions, JPMorgan Private Bank has been distinguished for its tailored approach...

Euromoney

Asia’s best for family-office services 2025: DBS

Banking Providers Compliance Strategy Singapore

DBS has been crowned Asia’s best for family-office services, cementing its leadership in serving ultra-high-net-worth families across the region. Judges...

Euromoney

Africa’s best for family-office services 2025: Standard Bank Wealth and Investment

Banking Providers Family governance Succession planning South Africa

At the heart of Standard Bank Wealth and Investment is the South African lender’s ethos, as it works to cater...

Euromoney

Hong Kong Family Office ‘Nexus’ Launches New Initiatives

Family governance Jurisdictions Succession planning Hong Kong

A partnership was created last October between the news and business information group and Hong Kong authorities to boost the...

WealthBriefing

Wealth for Good in Hong Kong Summit 2025 reinforces city’s role as global family office hub, driving innovation, collaboration and lasting legacies

Family governance Impact & ESG Innovation Hong Kong

Media OutReach Newswire - Corporate News Releases | HONG KONG SAR - Media OutReach Newswire - 28 March 202

Media OutReach Newswire

Siddle and Alberts rethink family office strategy for impact

Family governance Impact Impact Strategy Australia

Once fiercely private, family offices like Alberts and Siddle are opening up, embracing collaboration and sustainability to boost their investment...

Capital Brief

New digital platform to power Hong Kong family office boom

Digital Family governance WealthTech Hong Kong

The Hong Kong Family Office Nexus Digital Knowledge Hub was launched at the inaugural Bloomberg Family Office Summit on Thursday...

The Standard

Hong Kong Family Office Nexus Launches New Community Building Initiatives

Digital Impact Philanthropy Hong Kong

Hong Kong Family Office Nexus - a joint initiative between Bloomberg and the Financial Services and the Treasury Bureau (FSTB)...

Bloomberg

Deutsche Bank Switzerland announces new CEO

Banking Providers Leadership Succession planning Switzerland

Clemens Kaiser takes over from Alessandro Balestra, who has been interim CEO since November 2024.

Deutsche Bank

Hong Kong Wealth Summit Registers Lower Attendance

Family governance Investments Succession planning Hong Kong

Compared to 2024, the Wealth for Good in Hong Kong Summit this year saw a slightly lower number of family...

Finews Asia

Jadewell Family Office opens Hong Kong headquarters

Investments Jurisdictions WealthTech Investments Hong Kong

Independent wealth management advisor Jadewell Family Office has officially opened its headquarters in Hong Kong, leveraging the city's robust financial...

The Standard

Software-As-A-Service And AI: A Potent Mix For Family Offices

FinTech Technology WealthTech United States of America

We talk to US-headquartered Eton Solutions, a technology business that is changing the ways that family offices, both domestically and...

WealthBriefing

HSBC global discretionary head leaves to set up family office

Banking Providers Family governance Portfolio Management United Kingdom

Owen Jenkins, HSBC's global head of discretionary portfolio management, has left the bank, and will be replaced on an interim...

Institutional Investor

Hong Kong to ‘Perfect’ Family Office Incentives

Family governance Jurisdictions Tax Hong Kong

Hong Kong Secretary for Financial Services and the Treasury Christopher Hui gives an update on new family offices that have...

Bloomberg

Kristof Schöffling’s Move Digital Leads Global Tech Transformation in 2025 with Breakthroughs in AI, Blockchain, and Robotics

Cryptocurrency FinTech Technology Seychelles

MAHE, SEYCHELLES, March 26, 2025 (GLOBE NEWSWIRE) -- Move Digital Limited, led by tech entrepreneur and strategist Kristof Schöffling, has...

Globe Newswire

Executive Family Protection: Digital Security for Your Inner Circle

Cyber Security Digital Risk Management United States of America

Executives, high-net-worth individuals, and public figures aren’t the only targets, your family is also at risk. At Hacked.com, we offer...

Hacked.com

More measures on the way to attract family offices to Hong Kong, Paul Chan says

Estate planning Investments Tax Hong Kong

More exemptions for funds and enhanced concessions for family offices to make city appealing for wealthy investors to manage their...

South China Morning Post

Family Office Executives Bart Lomont and Andrew Brehm Join Board of Directors at Policy and Taxation Group

Estate planning Family governance Governance United States of America

Hallador Investment Advisors, Burwell Enterprise Execs Join to Support Advocacy for Family Offices, Successful Families on Capitol Hill WASHINGTON, DC,...

YourErie

Council Post: Preserving Legacy And Wealth: What Single Family Offices Need To Know About Real Estate Investing

Estate planning Family governance Real Estate United States of America

For single-family offices, the mission often extends beyond simple wealth accumulation—it's about preserving and growing wealth for future generations.

Forbes

Summit highlights Hong Kong as ideal hub for family offices

Estate planning Family governance Jurisdictions Hong Kong

The Wealth for Good in Hong Kong Summit was held here Wednesday, with attendees highlighting Hong Kong as one of...

China Daily

Creating a family legacy: managing the burgeoning wealth in Asia

Estate planning Family governance Succession planning Singapore

THE Asia-Pacific region has generated the lion’s share of global wealth in recent years, making it the centre of intergenerational...

Business Times

As UHNW Women’s Influence Grows, Matter Family Office is Setting New Standards for Success

Best Practices Leadership Next Generation United States of America

Firm Sees Positive Business Outcomes as it Meets the Challenge of the Changing Role of Women in Ultra High Net...

KOIN 6 News

AlphaCore Wealth and Callan Capital Combine Forces, Launching AlphaCore Family Office Services

Investments Portfolio Management WealthTech United States of America

AlphaCore Wealth Advisory ("AlphaCore"), an independent registered investment advisory firm, announced today its merger with Callan Capital...

PRNewswire

Singapore left in the dust as family offices flock to city

Estate planning Family governance Succession planning Hong Kong

Hong Kong's ascent as a prime destination for wealthy families to establish family offices to manage their wealth and legacies...

The Standard

Tiger Brokers (Hong Kong) Co-Hosts Global 70 Multi-Family Office Closed-Door Conference for the First Time

Digital Digital Assets Investments Hong Kong

HONG KONG, March 25, 2025 /PRNewswire/ -- The Global 70 Multi-Family Office Closed-Door Conference, co-hosted by Tiger Brokers (HK) Global...

PRNewswire

PE money man Michael Lukin’s chase for the holy grail within reach

Investments Investor Behavior Private Equity Australia

For 20 years, private equity funds have planned assaults on Australia’s non-institutional investor set. It’s finally happening, and is possible...

Australian Financial Review

Leaders of Influence: Wealth Managers 2025 – Alyssa Weinberger

Audit Committee Recruitment Succession planning Los Angeles

Alyssa Weinberger Senior Managing Director; Chief People Officer Lido Advisors, LLC. Alyssa Weinberger is a third generation CPA who started...

Los Angeles Business Journal

Biltmore Family Office gatekeeper sees ‘fresh capital’ in energy transition

Impact & ESG Investments Venture Capital United States of America

The $4.4bn Charlotte, NC-based family office is ready to swoop in on fresh capital in the energy transition space, ideally...

Institutional Investor

North Carolina Treasurer Looks to Overhaul Management of the State Pension

Investments Listed Stocks & Bonds Risk Management United States of America

“We’ve had really good funding from the legislature, but the investment side is not keeping up,” says Brad Briner, former...

Institutional Investor

The art of getting a job in a family office

Family governance Mediation & family dynamics Recruitment

Family office jobs can be incredibly desirable. They can also be a bit of a nightmare.

eFinancialCareers

Ex-UBS duo launch multi-family office in Geneva

Banking Providers Family governance WealthTech Switzerland

Aion Wealth Partners has announced its launch with two ex-UBS employees at its helm, Rémi Beuxe and Hugo Revollet.

Citywire

Billionaire Stanley Druckenmiller Jettisoned Shares of Palantir and Nvidia, and Is Piling Into 3 High-Profile Turnaround Stocks

Investments Listed Stocks & Bonds Portfolio Management United States of America

Duquesne Family Office's chief is dumping shares of Wall Street's hottest artificial intelligence (AI) stocks in favor of a trio...

Motley Fool

Hong Kong thrives on low-tax regime and active capital market, family office says

Investments Jurisdictions Tax Hong Kong

Hong Kong’s low tax regime, good education and healthcare systems are plus points in attracting family offices, investor says.

South China Morning Post

A New Singapore Family Office Scandal is Brewing

Banking Providers Compliance Risk Singapore

A substantive multi-million-dollar fraud case is likely working through the city-state justice system, potentially tarnishing the wealth management and banking...

Finews Asia

Seviora Group opens office in the Middle East

Banking Providers Private Equity United Arab Emirates

Seviora's Abu Dhabi's office will be led by Sadiq Hussain.

Institutional Investor

Family Offices Swisspath Group and VECO Group Announce Their Merger – Asian Wealth Management and Asian Private Banking

Banking Providers Private Bank Succession planning Switzerland

Family Offices Swisspath Group and VECO Group Announce Their Merger - Asian Wealth Management and Asian Private Banking

Hubbis

Chinese Businessman Reportedly Sues Ex-Staff At Singapore Family Office

Internal Controls Legal PR & Reputation Management Singapore

Reports said the businessman discovered the alleged misappropriation of funds from his family office in December 2023.

Wealth Briefing

Family offices find a new growth engine in AIFs

Investments Portfolio Management India

This shift in investment strategy is evident globally, with alternative asset allocation now accounting for 44 per cent of total...

Deccan Herald

It’s a family affair: inside Hong Kong’s quest to lure the world’s wealthiest clans

Estate planning Family governance Succession planning Hong Kong

Two years ago, the government unveiled eight measures with the aim of attracting affluent families so they could set up...

South China Morning Post

Singapore police probes Chinese family office alleged fraud

Compliance Risk Risk Management Singapore

Authorities cite investigations into 'criminal breach of trust' amid $55m scandal

Financial Times

Lighthouse PropTech raises $2.5 million led by Turbostart, the Dabur Family office, others

Real Estate Startups Venture Capital India

Lighthouse PropTech has raised $2.5 million in a funding round led by Turbostart, a global early-stage venture capital firm and...

Indian Startup News

Tech giants on notice over child sex abuse

Compliance Cyber Security Oversight Australia

Tech giants Meta, Google, Apple, and Microsoft will be forced to report on their efforts to tackle online child sexual...

News.com.au

Hubbl targets families and young people for growth

Brand & design Next Generation Social Media Australia

Foxtel has set its sights on families and young people to drive growth for its streaming aggregator Hubbl with a...

News

Early-stage VC Firm Turbostart Leads $2.5 Mn Round In Lighthouse PropTech With Dabur Family Office & Other FOs

Real Estate Technology Venture Capital India

Turbostart, a global early-stage venture capital firm and accelerator, has announced a USD 1 million investment in Lighthouse PropTech as...

Business World

Webinar: Family Business Dynamics & the Evolution of Family Offices

Best Practices Family governance Succession planning United States of America

Join us for an insightful webinar on the evolution of family businesses into family offices. Dr. Sara E. Davis, Director...

Kennesaw State University

A Blueprint For Women Who Suddenly Inherit Wealth

Estate planning Family governance Investor Behavior United States of America

While women are expected to inherit more wealth, few feel adequately prepared.

Forbes

Abu Dhabi overtakes Oslo as SWF capital

Investments Portfolio Management United Arab Emirates

Combined assets under management (AUM) on track to reach $2.2 trillion by the end of 2024

Khaleej Times

General Mills, Inc. (NYSE:GIS) Shares Bought by Stokes Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Stokes Family Office LLC lifted its holdings in General Mills, Inc. (NYSE:GIS - Free Report) by 108.2% in the 4th...

MarketBeat

Bancolombia S.A. (NYSE:CIB) Shares Bought by Stokes Family Office LLC

Banking Providers Investments Listed Stocks & Bonds Colombia

Stokes Family Office LLC lifted its holdings in Bancolombia S.A. (NYSE:CIB - Free Report) by 30.5% in the 4th quarter,...

MarketBeat

Chinese tycoon sues former Singapore-based family office staff over alleged S$74m fraud

Investments Legal Risk Singapore

SINGAPORE, March 20 — Singapore’s efforts to become a global wealth hub have been thrust into the spotlight after an...

Yahoo News

US Capital Global Closes Global Family Office Summit with High-Profile Investor Gathering in Miami

Investments Portfolio Management WealthTech United States of America

US Capital Global hosted an exclusive VIP investor event in Miami, bringing together 200 global investors to mark the conclusion...

GlobeNewswire

Family Office Of Elie Tahari Hires Cushman Exec To Launch Brokerage Arm

Family governance Next Generation Real Estate United States of America

The real estate arm is the latest offshoot from the family business of the legendary fashion designer, with his 23-year-old...

Bisnow

Portugal’s Martinhal family office seeks to future-proof legacy around people, ideas and citizenship

Family governance Luxury & Lifestyle Succession planning Portugal

Four upscale hotels complement branded residences and an international school

CoStar

Alternatives Manager Hires Global Family Office Head

Investments Recruitment Strategy United States of America

The investment manager has filled the newly created position of global head of family capital with the former managing director...

Fin News

How HNW Family Office invests in fund manager talent

Investments Portfolio Management Recruitment Switzerland

At Citywire’s Andermatt event, Maximilian Mahn took the time to answer a few questions on HNW Family Office’s investment process.

Citywire

Ritossa Family Office: Lives Amplified Global Institution of World Leaders and Global Family Office Summit Series Announce Joint Consortium at 24th Global Family Office Investment Summit

Investments Leadership Philanthropy United States of America

Global Family Office Summit Series and Lives Amplified Global Institution of World Leaders are proud to announce a strategic joint...

PR Newswire

Karman Beyond: a next gen family office

Family governance Next Generation WealthTech Turkey

Özge Doğan founded Türkiye’s first independent multi-family office, Karman Beyond, in response to her own family’s wealth management needs.

Private Banker International

Chinese tycoon sues Singapore family office ex-staff, claims US$56 million fraud

Internal Controls Legal Risk Management Singapore

Lee Fung International owner Zhong Renhai has accused four former employees of fabricating documents to misappropriate funds.

South China Morning Post

How swimming and meditation helped Nuix boss stay focused

Governance Innovation Leadership Australia

Jonathan Rubinsztein is quietly rebuilding Nuix around artificial intelligence as he draws a line after a tough four years involving...

The Australian

Singapore family office staff accused of misusing $74 million by wealthy Chinese

Governance Internal Controls Legal Singapore

Zhong Renhai, the owner of Lee Fung International (LFI) and family office Panda Enterprise in Singapore, is suing four former...

Yahoo

Residential developer repays family office, Westpac comes onboard

Banking Providers Investments Real Estate Australia

Ellipse Property accomplishes financing feat as Westpac backs its $193m project

Green Street News

Blue Owl Capital appoints new global head of Family Capital

Family governance Mediation & family dynamics Recruitment United States of America

Blake joined KKR in 2014, leading Family Capital initiatives in EMEA and Asia.

Private Banker International

Abu Dhabi to host International Investor Summit, bringing together global leaders in investment and innovation

Innovation Investments Real Estate United Arab Emirates

The summit will cover a range of sectors including public markets, real estate, AI, healthcare, and sustainability.

Khaleej Times

Rich Chinese Alleges Family Office Staff Misused $56 Million

Family governance Internal Controls Risk Singapore

An ultra-high net worth Chinese businessman is suing four former staff in Singapore for allegedly misappropriating S$74 million ($56 million),...

Bloomberg

Singapore family office of rich Chinese hit by $55m fraud scandal

Governance PR & Reputation Management Risk Management Singapore

Wealthy businessman accuses ex-employees of misappropriation, court shows

Financial Times

Tech billionaire offers $100,000 bonus to work for him

Cryptocurrency Recruitment Software Australia

Young billionaire Ed Craven is raiding tech darlings, including Atlassian and Canva, offering sign-on bonuses of up to $100,000 for...

News.com.au

The Rager Foundation Shares Insights Into How Jason Rager Built a Successful Family Office

Family governance Strategy Succession planning United States of America

Inside the strategy behind Rager's family office success

Reuters

Entrust Family Office Plans Expansion, Eyes 3x Growth In Two Years

Estate planning Investments Trust services India

Entrust Family Office, a multi-family office in India, marks 12 years in wealth management and plans to expand its presence...

Business World

City of Miami Mayor Francis Suarez and JP Global Advisors Founder Jeannette Paulino Host Exclusive Fireside Chat at Anthony Ritossa’s 24th Global Family Office Investment Summit

FinTech Innovation Investments United States of America

Embracing a Billionaire Mindset In Both Business and Life is Key to Unlocking Opportunities MIAMI, March 17, 2025 /PRNewswire/ --...

NBC4i

How family offices are adapting to global changes: Family Matters

Investments Succession planning Trends United States of America

Hannes Hofmann, global head of family office group at Citi Wealth, discusses how family offices are navigating global shifts, from...

PWM

KKR Veteran Joins Blue Owl to Lead Global Family Office Push

Investments Private Equity WealthTech United States of America

A former executive at KKR & Co.’s global wealth unit has joined rival alternative asset giant Blue Owl Capital Inc....

Bloomberg

From the brink of bankruptcy to $2.54bn and beyond

Data Leadership News Australia

Every morning, the man who built Australia’s most valuable network of data centres reminds himself of when he was poor,...

News

Trump win sparks ‘wild west’ tech warning

Innovation News Technology United States of America

Google CEO Sundar Pichai says ‘we are in a golden age of American innovation’, as big tech emerges as one...

News Corp Australia

Labor grants ACCC new powers to crack down on digital platforms

Digital Governance Technology Australia

The federal government will formally back the competition regulator’s request for new powers to regulate digital platforms like Apple, Google...

News.com.au

Unrestrained and unfair ATO powers need to be curtailed

Compliance Risk Tax Australia

From around Australia, I am getting clear messages from smaller accounting firms that the bad days of Australian Tax Office...

Unknown

Teako Closes Oversubscribed Private Placement, Welcomes Norwegian Family Office as a Significant (>10%) Shareholder Alongside Strong Participation from Existing Investors and Prominent Norwegian Investors

Investments Private Equity Canada Norway

Vancouver, British Columbia--(Newsfile Corp. - March 17, 2025) - Teako Minerals Corp. CSE:TMIN (the "Company" or "Teako") is pleased to...

Newsfile Corp.

Entrust Family Office to expand into new cities and verticals

Estate planning Family governance WealthTech India

The multi-family office is looking to expand operations across Mumbai, Delhi, Pune, and Coimbatore.

YourStory

12 Years of Entrust Family Office! What’s Next For Family Offices in India?

Estate planning Family governance WealthTech India

Entrust Family Office marks 12 years of wealth management excellence with plans to expand across India. Discover how multi-family offices...

TICE

Google case a victory for court-based competition enforcement

Competitive Analysis Legal PR & Reputation Management United States of America

The debate about the value of codes of conduct and court enforcement has tipped heavily in favour of the US...

Unknown

Pros and pitfalls: choosing the right base for your family office

Family governance Jurisdictions Succession planning United Kingdom

Single family offices are becoming more global in

Financial Times

W3i Software: $1.5 Million Raised From Hoskinson Family Office

Cryptocurrency FinTech Startups United States of America

Hoskinson Family Office (HFO) announced it has invested $1.5 million in W3i Software, Inc., the development company behind USDM—Cardano’s first...

Pulse2

The Comparative Analysis Of Wakaf Zurri And Family Office In The Context Of Malaysia

Estate planning Family governance Philanthropy Malaysia

This article examines a wealth management instrument and a form of charitable transaction that plays a strategic role in the...

Mondaq

Intersection between family offices and early-stage startups poised

Investments Startups Venture Capital Saudi Arabia

RIYADH: Family offices have traditionally been influential in private capital investment, but their role in business funding and early-stage startups...

Arab News

LinePoint Launches Family Office Affiliation Platform For Advisors

Family governance Strategy WealthTech United States of America

The family office advisory platform is linked to ÉO Management and the Coury family.

Financial Advisor Magazine

Emirates NBD’s entry into digital assets signals pivot toward mainstreaming blockchain-based finance

Cryptocurrency Digital Assets FinTech United Arab Emirates

The GCC’s cryptocurrency market is projected to grow at a CAGR of 14.2% through 2027. Liv’s initiative could catalyse both...

Khaleej Times

From Wealth Preservation To Value Creation: Family Offices’ Venture Capital Revolution

Investments Portfolio Management Venture Capital United States of America

This transformation represents both opportunity and challenge for the venture capital industry.

Forbes

Hoskinson Family Office, Inc. Invests $1.5 Million in W3i Software Inc., Supporting the Growth of Cardano’s Regulated DeFi Future

Cryptocurrency Software Venture Capital United Kingdom United States of America

WEST LAFAYETTE, Ind. & LONDON--(BUSINESS WIRE)--Mar 13, 2025

Business Wire

Len Blavatnik: Family offices ‘should invest’ to power growth of UK life sciences sector

Investments Philanthropy Venture Capital United Kingdom

Philanthropists and family offices have a vital role to play by seizing high-risk, high-reward opportunities.

Spear's

Fuelling tomorrow’s businesses: Abu Dhabi’s investor summit ignites innovation

Innovation Investments Venture Capital United Arab Emirates

The summit will attract over 500 global delegates, including limited partners, high net-worth individuals, and family offices

Khaleej Times

DeepSeek dims shine of AI stars

Innovation News Technology China

China-based DeepSeek shook up the world of generative artificial intelligence (GenAI) early this year with a low-cost but high-performance model...

News.com.au

Compound Planning: Digital Family Office Grows To $3 Billion AUM

Investments Next Generation WealthTech United States of America

Compound Planning—a leading digital family office committed to reimagining wealth management for next-generation advisors—announced that seven financial advisors, including a...

Pulse2

W3i Software Receives $1.5M From Hoskinson Family Office

Cryptocurrency Software Venture Capital United States of America

W3i Software, a remote development company behind USDM—Cardano's first MiCA-compliant, fiat-backed stablecoin, received $1.5M from Hoskinson Family Office.

Finsmes

New family office “Five Eleven Partners” launches in US

Estate planning Family governance Investments United States of America

Five Eleven Partners, a family office for ultra-high-net-worth families, business owners, and executives, has launched in the US.

Private Banker International

Meta Platforms, Inc. (NASDAQ:META) Shares Acquired by Callan Family Office LLC

Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC lifted its holdings in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 1,616.3% during the fourth...

MarketBeat

Family Office Market Gain Momentum | Big Giants Rockefeller Capital, UBS, HSBC Private Banking

Banking Providers Investments Private Bank United States of America

The Family Office Market has been fragmented based on the productivity of several companies therefore each segment and its sub...

Open PR

Japan doubles down on warnings to Australian gas exporters

Risk Risk Management Strategy Australia Japan

A senior executive from power giant JERA warned that Australian companies’ preferred supplier status was at risk because of rising...

Australian Financial Review

New Family Office Group Launched, No M&A Intentions

Leadership Ownership Strategy New York City

Rather strikingly at a time when many wealth management firms, including MFOs, have gone down the M&A route, this new...

WealthBriefing

LinePoint, Five Eleven Partners launch to shake up family office space

Family governance Strategy WealthTech New York City

With a pro-advisor and family executive platform and a business pushing back against industry consolidation, the New York-based firms are...

Key Media

New platform brings affiliation model to family offices

Concierge Services Family governance WealthTech United Kingdom

The founders of LinePoint Partners & Co. told Citywire that they launched the firm to solve for many of the...

Citywire

BlackCloak Launches Enhanced Family Office Cybersecurity Bundle

Cyber Security Family governance WealthTech United States of America

BlackCloak designed its enhanced family office services for multi-generational family offices – administrators and family members – including critical product...

CPA Practice Advisor

New Wealth Management Firm, Five Eleven Partners, Launches to Redefine the Family Office Experience

Compliance Impact & ESG Portfolio Management United States of America

NEW YORK--(BUSINESS WIRE)--Mar 11, 2025

Business Wire

Google will rename Gulf of Mexico following Donald Trump declaration

News PR & Reputation Management United States of America

The new US president signalled the name change in his inaugural address last week.

SBS

LinePoint Partners & Co. Launches Family Office Firm with a Pioneering Affiliation Model for Ultra-High-Net-Worth Financial Advisors and Single Family Office Executives

Family governance WealthTech WealthTech Investments United States of America

Robertino Coury, CEO, and Andrew Sternlight, President and CIO, today announced the launch of LinePoint Partners & Co. (LinePoint), a...

PR Newswire

BlackCloak Launches Enhanced Family Office Cybersecurity Bundle: Tailored Protection Safeguards Families’ Wealth and Legacy From Cyber Attacks

Cyber Security Estate planning Family governance United States of America

BlackCloak enhances cybersecurity services for family offices.

WV News

Family Office Execs Launch Affiliation Model for UHNW Advisors

Compliance Strategy WealthTech United States of America

Advisors join LinePoint Partners as independent contractors and determine how much of the firm’s platform fee to pass onto clients.

Wealth Management

Australia’s Indo-Pacific destiny up for grabs in a new world order

Foresight Strategy Australia

Australia may have to give up on the idea of a strategic equilibrium and settle for something messier and less...

Australian Financial Review

Capricorn Investment Group Adds to OCIO Practice

Investments News Recruitment United States of America

Mark Berryman and Nick Flores joined the firm as partners from multi-family office Caprock.

ai-cio.com

The Global CIO Office Celebrates First Year of Success in Dubai

Investments Portfolio Management Strategy United Arab Emirates

The Global CIO Office celebrates its first year in Dubai, marking rapid growth and success as a leading independent investment...

Khaleej Times

Billionaire Nicola Forrest appoints UBank boss to run family office

Investments Leadership Philanthropy Australia

The country’s second-richest woman has been building up the charitable and investment sides of her family office, Coaxial Foundation and...

Australian Financial Review

Donald Trump bets propel Michael Platt’s BlueCrest to 15% gain

Investments Listed Stocks & Bonds Portfolio Management United States of America

Hedge fund turned family office eclipses rivals with currency and bond wagers on a slowing US economy

Financial Times

FAMILY OFFICE OF AMERICA, INC. SEC 10-K Report

Financial Reporting Operations Risk United States of America

Family Office of America, Inc., formerly known as Qualis Innovations, Inc., has released its Form 10-K report, providing a comprehensive...

TradingView

WRISE opens new office and wealth academy in Shenzhen

Banking Providers Next Generation WealthTech China

Wealth management firm WRISE Group has opened a new office and academy in Shenzhen, China, to empower next-generation wealth leaders.

Private Banker International

Callan Family Office LLC Invests $646,000 in ONEOK, Inc. (NYSE:OKE)

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC bought a new stake in shares of ONEOK, Inc. (NYSE:OKE - Free Report) in the 4th...

MarketBeat

BlackRock answers Trump’s call

Banking Providers Family governance Succession planning United States of America

Plus, the ‘Wild West’ of family offices, star traders’ succession issues, and Renaissance Siena at the National Gallery

Financial Times

The Family Office Insights Series: Family Office Case Study Collection, 2025

Best Practices Family governance Succession planning United States of America

Interviews with top family office executives, providing invaluable peer-led insights and advice on navigating the complexities of family office management...

Deloitte

Building A Family Office? 9 Startup Principles To Guide Your Journey

Operations Startups Technology Stacks United States of America

Bring a startup mindset to find the essential first hires, technology stack, operational framework in a new family office, from...

Forbes

India’s Karan Thapar family office bets on bonds and alternatives

Investments Listed Stocks & Bonds Portfolio Management India

The Karan Thapar family office is fine-tuning its investment strategy, balancing long-duration bonds with carefully selected alternative assets, as it...

Asian Investor

Family Offices Embrace Alternative Investment Funds To Protect Wealth In 2025

Investments Risk Risk management United States of America

Family offices are increasingly investing in AIFs to diversify risk and protect wealth in volatile markets. Advisors should focus on...

Benzinga

Meet the new fundie kids on the block

Innovation Startups Venture Capital Australia

As one of the nation’s newest venture funds, this Sydney trio has closed $12m and wants to be the place...

News

Family office dealmaking doubled in February with bets on crab shells, nuclear reactors and more

Innovation Investments Venture Capital United States of America

From Laurene Powell Jobs to the family behind Lego, the ultra-rich made bold bets in February.

CNBC

AlTi expands into Germany with Kontora Family Office

Investments Jurisdictions Trust services Germany

The wealth giant overseeing $77 billion in total assets has secured itself a foothold in the world's third-largest ultra-high-net-worth market.

InvestmentNews

AlTi invades Germany with Kontora Family Office deal

Family governance Investments WealthTech Investments Germany

The wealth giant overseeing $77 billion in total assets has secured itself a foothold in the world's third-largest ultra-high-net-worth market.

Investment News

Family Office Software for Financial Management Market to Witness Major Growth by 2032

Compliance Estate planning Portfolio Management United States of America

Family Office Software is a comprehensive financial management solution designed to help ultra high net worth individuals (UHNWIs) and family...

Open PR

The Walt Disney Company (NYSE:DIS) Shares Purchased by Callan Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC lifted its stake in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 325.1%...

MarketBeat

Lockheed Martin Co. (NYSE:LMT) Stock Position Raised by Callan Family Office LLC

Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC lifted its stake in shares of Lockheed Martin Co. (NYSE:LMT - Free Report) by 533.8% during...

MarketBeat

Chevron Co. (NYSE:CVX) Shares Acquired by Callan Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC grew its stake in shares of Chevron Co. (NYSE:CVX - Free Report) by 286.8% in the...

MarketBeat

Callan Family Office LLC Increases Position in Exxon Mobil Co. (NYSE:XOM)

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC raised its position in shares of Exxon Mobil Co. (NYSE:XOM - Free Report) by 278.4% in...

MarketBeat

RTX Co. (NYSE:RTX) Shares Bought by Callan Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC grew its stake in RTX Co. (NYSE:RTX - Free Report) by 568.2% during the 4th quarter,...

MarketBeat

Citigroup hiring to tap the Gulf family office market

Banking Providers Investments Private Bank United Arab Emirates

Citigroup says it is expanding its presence in the UAE as it competes to manage more of the assets of...

AGBI

Prominent Initiator: Zurich Gets a Nordic Hub

Banking Providers Jurisdictions Trends Zurich

An increasing number of Swedes, Norwegians, Danes, and Finns are choosing to live in Switzerland. A Nordic financial institution is...

finews.com

The hidden dangers of family offices

Family governance Risk Risk Management United Kingdom

Private wealth management companies for the super-rich now manage trillions of dollars globally. Critics say they are open to abuse.

Financial Times

Meet the women controlling the wealth of Australia’s richest families

Family governance Next Generation Succession planning Australia

Family offices in Australia have traditionally been run by men but as wealth shifts to the next generation and tech...

Australian Financial Review

AITi Tiedemann Makes Its First European Acquisition

Banking Providers Investments Private Equity Germany

The wealth manager and multi-family office has bought its first European business, a German MFO with more than $15.20 billion...

Wealth Briefing

AlTi Tiedemann Buys $15B German Family Office

Family governance Investments WealthTech Investments Germany

The deal with Kontora represents AlTi’s first European acquisition since taking investments from Allianz X and Constellation Wealth Capital last...

Institutional Investor

Family Office Software Market Is Booming Worldwide 2024-2032

Portfolio Management Software WealthTech United States of America

Family Office Software Market Overview and Insights The latest competent intelligence report published by IMR Market Reports with the title...

IMR Market Reports

Family offices rattled by market swings and tariffs

Investments Investor Behavior Risk United States of America

Investment firms of the ultra-rich have halted new deals until they get more clarity from the Trump administration on policy.

CNBC

Council Post: The Future Of The Family Office: The Arrival Of AI

FinTech Technology WealthTech United States of America

AI won’t replace family office professionals, but it will redefine how they work.

Forbes

Genstar Capital veteran chairman, managing partner Conte launches family office

Family governance Investments Private Equity United States of America

Private equity veteran Jean-Pierre Conte has launched a family office, Lupine Crest Capital.

AltAssets

The $18 trillion challenge for family offices

Family governance Investments Next Generation United Arab Emirates

The younger generation in Middle East family offices may have different investment priorities that the old guard finds difficult to...

AGBI

SumIt Announces Strategic Integrations with Bill and Addepar into its Family Office Accounting Software

FinTech Software WealthTech United States of America

NEW YORK, March 5, 2025 /PRNewswire/ -- SumIt, a powerful, multi-entity general ledger and accounting platform built by family offices...

PRNewswire

Family offices and high-net-worth investors lead global real estate rebound

Investments Investor Behavior Real Estate United Kingdom

Investor groups took advantage of prices bottoming out and the lack of competition from institutional investors, according to Knight Frank.

Green Street News

Family offices to increase real estate bets ahead of rebound

Investments Real Estate Singapore

Nearly half of family offices said they plan to increase allocations to real estate in coming months, with an emphasis...

Business Times

Wealthica Unveils Family Office Version to Revolutionize Multi-Generational Wealth Management

Family governance FinTech WealthTech Canada

Wealthica Financial Technology Inc, Canada's leading investment aggregation platform, is proud to announce the launch of its Family Office software.

PR Newswire