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.
70% of family offices fear trade war in 2025, finds survey
Family offices are worried about the fallout from a possible global trade war and keen on using AI to help...
DBS Private Bank BrandVoice: DBS Revolutionizing Global Private Banking For New Generation Of HNWIs
Ultra-wealthy families have traditionally managed their wealth from a single-family office located where their business and family reside.
Boston Multi Family Office recognised in The Sunday Times Best Places to Work 2025
Boston Multi Family Office has announced that it has been recognised in the Sunday Times Best Places to Work 2025.
Henry Brandts-Giesen appointed global co-chair of Dentons’ Family Office and High Net Worth group
Henry Brandts-Giesen has been appointed global co-chair of Dentons’ Family Office and High Net Worth (DFO) group. This appointment recognizes...
Detroit billionaire Dan Gilbert is using his family office to preserve his empire—and transform a city
Dan Gilbert is part of a growing class of billionaires using their family offices for strategic purposes well beyond their...
India pips China as top investment country: 2025 Global Family Office
More than a quarter (28 per cent) of family offices are planning to increase their exposure to India over the...
Young, bold and rich: Ozge Dogan is redefining wealth management for the next gen
Speaking to TRT World on the sidelines of Qatar EF 2025, Türkiye’s next-gen wealth pioneer shares how her generation is...
India scores over China as top investment destination for global family offices
According to the 2025 Global Family Office Report by UBS, Middle Eastern family offices, followed by those in Europe, were...
Heritage & Horizon: Proven Family Office Principles For Lasting Prosperity
This is a summary of another of the panel discussions held on April 23, in New York at the Family...
Global trade tensions worry family offices most in 2025: UBS Survey
Family offices are also concerned about geopolitical conflicts and recessions, leading them to diversify portfolios into areas like developed market...
Aurum Impact on a mission to galvanise the family office sector around impact investing
Miki Yokoyama, managing director of Aurum Impact, talks about the unique opportunity to drive family offices to invest into impact...
Global trade war is the biggest investment risk in 2025 for family offices: UBS survey
Global trade wars are the biggest risk to investment this year, followed by major geopolitical conflict and higher inflation, revealed...
BOS adapts family office approach as rules tighten
Bank of Singapore says the quality of family office client enquiries is rising, but more onerous regulations in the city-state...
The Startup Mindset For Family Offices: Agile Processes And Governance That Grows With You
A modern take on governance and agile processes that enable new family offices.
Duquesne Family Office LLC Makes New Investment in Amazon.com, Inc. (NASDAQ:AMZN)
Duquesne Family Office LLC acquired a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN) during the 4th quarter, according to...
Cash rules: How the rich are riding out a rocky market
As an investor it’s always worth knowing what the big money is doing, and right now that means building up...
Billionaire philanthropy boom in S’pore
More of the ultra-rich from all over the world are setting up their charitable foundations in Singapore. They include American...
Offices in Newport Beach’s Fashion Island Market Trade to Family Office
CBRE facilitated the $11.5-million sale of a 15,200-square-foot office property at 1303 Avocado Ave. in Newport Beach to a local...
RIA Edge 100: Cresset’s Family Office Roots Drive Growth to $65B AUM
Cresset, a Chicago-based RIA, leverages family office expertise and private equity background to fuel organic growth and strategic acquisitions.
Middle East Investors Summit to host first-of-its-kind Family Office Initiative
Led by the Emirates Family Office Association - in partnership with New York University Abu Dhabi
Our Family Office Celebrates Landmark Property Deal with International Real Estate Giant in Namibia
CAPE TOWN, ZA / ACCESS Newswire / May 23, 2025 / Our Family Office(Pty) Ltd (FSP50677), a fast-growing family office...
Structuring Your Family Office
Learn how structuring your family office can impact tax efficiency, wealth management, and long-term success in this detailed guide from...
The Hard Realities Of Family Office Economics – In Conversation With Stonehage Fleming
Family offices are a hot topic, and many UHNW families want to create them, but going solo is an expensive...
Family offices deepen shift to private assets amid endowment-style pivot
Family offices are increasingly adopting endowment-style portfolios with a growing tilt towards private assets, new research shows.
FO PRO: ALIGN: Connecting the Family and the Family Office | Foley & Lardner LLP
Foley partner, Nate Imfeld, and senior counsel, Nicholas Chamis, will be speaking at the upcoming ALIGN Conference, hosted by Family...
Family offices bet on the U.S. and stocks for 2025, UBS finds
Despite growing fears of a “sell America” trade, American family offices are ramping up their bets on the U.S. economy...
Family offices stay invested despite concerns over trade wars and recession: UBS
Family offices in South-east Asia prefer equities and bonds from developed markets such as the US and Singapore. Read more...
Ultra-high asset owners have shown relatively stable investment tendencies and have recently increased their share of bond investments
Ultra-high asset owners have shown relatively stable investment tendencies and have recently increased their share of bond investments. In particular,...
UBS: Global family offices split on China exposure
An east-west divide has sprung up in how the world's biggest families are allocating capital amid trade war fears, a...
Apac family offices favour developed market equities, bonds: UBS report
[SINGAPORE] Family offices (FOs) in the Asia-Pacific favoured equities and bonds from developed markets in 2024 and plan to increase...
3 Stocks Billionaire Stanley Druckenmiller Is Buying Hand Over Fist
Stanley Druckenmiller's Duquesne Capital Management fund delivered 30% annual returns for decades before he converted it to a smaller family...
Unlocking Long Term Growth With The Launch Of Single Family Office Scheme
Malaysia is positioning itself as a key destination for global family wealth with the launch of the Single Family Office...
UBS’ Benjamin Cavalli: More SFOs Considering MidEast «Second Leg»
The diversification of booking centers has been an ongoing trend for the ultra-rich and their family offices. In addition to...
Luxury Footwear Brand Moreschi Acquired by Fellow Italian Label and British Fund
Moreschi, the storied Italian luxury footwear brand, was acquired by fellow shoe label Superglamourous and the Imerman Family Office Fund.
Kamet Capital Hosts Delegates from Top Institutions to Share Insights on Family Offices and the Company’s Unique Model
As family office growth accelerates across Asia, Kamet Capital ("Kamet") has emerged as a leader in the industry with a...
Ultra Rich Wanted More China Exposure Before Trade War, UBS Says
Many of the world’s richest family offices were planning to ramp up their investments in China despite the looming threat...
Trade War Biggest Threat To Global Family Offices In 2025
Swiss bank UBS has published its annual Global Family Office Report 2025, with insights from 317 single family offices across...
Family offices: “The spectrum of services offered is very broad”
Family offices, with their diversified range of services, are emerging as key partners for large fortunes. Luxembourg, a pioneer in...
Building the Right Family Office with Parallel Governance, Insights from EY’s Family Enterprise & Office Leaders
New Podcast, Webcast Hosted by Family Enterprise USA Now Available WASHINGTON, DC, UNITED STATES, May 21, 2025 /EINPresswire.com/ -- Creating...
Family Offices Increasing Investments in China and India – News and Statistics
Explore the trend of global family offices increasing their investments in China and India, as detailed in the UBS Global...
Family offices to increase exposure to China and India over next 12 months: UBS
Around 18 per cent of global family offices say they plan to increase their exposure to mainland China.
Jason Kothari’s Mythik Raises $15 Mn from Shah Rukh Khan’s Family Office, Other Investors
Mythik, founded by Jason Kothari, has secured $15 Mn in funding from prominent names like Sakal Media Group, VC Grid,...
Short-Term Tariffs, Long-Term Turmoil: Inside the Family Office Fear Gauge
Even before the so-called 'Liberation Day', many family offices had already named the trade war as the top risk when...
UBS family office clients look to hedge funds amid volatility
Global trade tensions are the top risk cited by survey participants.
Succession Planning Among the Super Wealthy Ticks Up
The majority of family offices surveyed by UBS have an estate plan in place.
Family Offices Unworried About Trade War Longer Term
Even before the so-called «Liberation Day», many family offices had already named the trade war as the top risk when...
Jason Kothari’s Mythik raises $15 million from a group of investors, including SRK’s Family Office
The tech-first global entertainment startup says it aims to bring Eastern mythology, history, and folktales to a worldwide audience for...
Lawrence Ho’s family office invests in Hong Kong real estate broker IFCX
Investment by Black Spade follows the billionaire’s bet on Vietnamese electric vehicle maker VinFast Auto in 2023.
Casino tycoon Lawrence Ho’s family office invests in Hong Kong real estate broker IFCX
Investment by Black Spade follows the billionaire's bet on Vietnamese electric vehicle maker VinFast Auto in 2023. Black Spade Capital,...
Omega Systems Named 2025’s Leading Cybersecurity Provider for Family Offices
READING, PA — Omega Systems has been recognized as the top cybersecurity provider to family offices for 2025 by Family...
Paramount May Usher In a Big Change to Hollywood’s Ruling Class (Guest Column)
If David Ellison's bid for the historic studio closes, its corporate culture will transform from boardroom deliberating to family office...
Exclusive: Tampa billionaire’s family office names new investment chief
The investment firm of Ashley Furniture Founder Robert Wanek recruited a money management veteran from another Florida billionaire.
Mauritius Wants to Ride a Wealth Boom Out of Its Tax Haven Reputation
The island nation is seeking to capitalize on its wealth boom by courting family offices, wealth managers and fintech firms...
Summary Of Mergers, Acquisitions In North American Wealth Management Q1 2025
Among the larger deals was the Corient transaction for Geller's family office business, an acquisition by Pitcairn, the AlTi Tiedemann...
Citi’s Hofmann: Family offices readying to relocate
Family offices worldwide want to be prepared to move quickly if needed, as geopolitical tensions mount, says Citi Private Bank's...
David Adelman is leading the next generation of deal-hungry family offices
Entrepreneur David Adelman said family offices can provide more expertise and more patient capital than private equity or venture funds.
Why Governance — Not Growth — Will Define the Next Era of Family Offices
Family Offices are entering a new era — one defined less by asset growth and more by structure, resilience, and...
Unlocking Growth: How Family Offices Drive Strategic Investments (Video)
Family offices have emerged as influential players in the global investment landscape, managing substantial wealth while prioritizing long-term value creation.
From Investment To Implementation: Closing Family Offices’ AI Gap
In this article, the issue of family offices' use and investment into AI is explored, along with strategies for getting...
Tariff Anxiety Runs Deep At Family Office Conference
Speakers at a recent New York investment conference focusing on family offices debated the wisdom and asset allocation implications of...
UChicago Booth receives $5 million for Family Office Initiative
The funding from the Anthony Pritzker Family Foundation to the University of Chicago Booth School of Business will support programming...
Chan: Family businesses need to respond to demands on sustainability
Family capital should play a catalytic role in this transformation by scaling up green solutions and supporting systemic change, Hong...
Family Offices Added US Stocks Ahead of Trump’s ‘Liberation Day’
Investment firms for the world’s wealthy increased their stock bets ahead of President Donald Trump imposing new tariffs that sent...
Local family office acquires pair of retail strip centers
Red Development, Lerner sell fully occupied retail pads in Settlers Creek Marketplace.
Stanley Druckenmiller’s Duquesne Family Office Q1 Stock Moves
Investment firm Duquesne Family Office LLC, led by Stanley Druckenmiller, made significant changes to its portfolio in the first quarter.
FAMILY OFFICE OF AMERICA, INC. SEC 10-Q Report
Family Office of America, Inc., a company focused on acquiring interests in CPA firms and providing comprehensive family office services,...
Family Office | J.P. Morgan Private Bank U.S.
Tailored strategies secure your family's financial future.
New-age ice cream brand Hocco raises $10 million in round co-led by Chona family office, Sauce VC
The funds raised, part of the $20 million Series B round, will be used to boost production capacity, expand into...
Botoff Consulting Wins 2025 Family Wealth Report Award for Outstanding Thought Leadership
RENO, Nev., May 15, 2025--Award Is Testament to Botoff Consulting’s Commitment to Family Office Industry and Reputation as Industry’s Most...
Council Post: Invest Like A Family Office: The Long-Term Discipline Behind Enduring Wealth
Don’t invest for the next quarter. Invest for the next quarter-century.
Exclusive: RQI launches value Ucits with $20m backing from family office
The fund is a new vehicle for its existing Global Value Strategy.
Australia Family Offices Market Size, Share, Trends and Forecast by 2033
The latest report by IMARC Group titled Australia Family Offices Market Size Share Trends and Forecast by Type Office Type...
Emigrant Bank Names Family Offices Services Head
The senior wealth industry figure is taking up the new role of head of family office services at Emigrant Bank,...
EQT founder’s family office inks ‘milestone’ biodiversity credit sale
Aleksandra Holmlund, who runs Qarlbo Biodoversity, says she wanted the deal to be 'transparent and easy to understand, and verified...
Arabella Advisors Honored with Best Family Office Management Consultancy Award at 2025 Family Wealth Report Awards
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25th Global Family Office Investment Summit in Dubai Co-Hosted by Anthony Ritossa and Lives Amplified Global Institution of World Leaders Celebrates a Decade of Impact and Innovation
DUBAI, UAE, May 14, 2025 /PRNewswire/ -- The 25th Global Family Office Investment Summit, hosted by Anthony Ritossa and Lives...
Why the Virtual Family Office Model Is Reshaping Wealth Management
The traditional wealth model is broken. Find out how the Virtual Family Office approach is changing the game for families...
The wealthy can’t find enough people to manage their money. Here’s why
The talent crunch is not just owed to a lack of qualified candidates — it's also selectivity on the part...
Family offices are pouring money into private markets
One of the country's largest multi-family office managers says there are significant shifts underway in how the country's wealthiest families...
Omega Systems Named Top Family Office Cybersecurity Provider in 2025 Family Wealth Report Awards
READING, Pa.–(BUSINESS WIRE)–Omega Systems, a leading provider of managed IT and security services, has been recognized by Family Wealth Report...
Mark Rogozinski Joins Emigrant Bank as Head of Family Office Services
New role designed to expand strategic support across Emigrant's family office and ultra-high-net-worth focused business units
Pathstone Earns Major Honors at Family Wealth Report Awards for Leadership, Innovation and Excellence
Pathstone, a nationally recognized advisory firm providing bespoke family office services and investment advice to ultra-high net worth...
Australian family office to build 3,000 homes on UK golf courses
One of Australia’s richest family offices is drawing up plans to build more than £1 billion (S$1.72 billion) worth of...
Ex-Charles Monat APAC CEO Resurfaces at MFO
The former Asia chief of insurance broker Charles Monat Associates has joined a multi-family office in Hong Kong.
Why multifamily offices could yield bigger benefits for Hong Kong
Hong Kong can boost its economy, create jobs and generate a positive global image with multifamily offices, Raffles Family Office...
Li Ka-shing’s clash with China unnerves rich investors in Hong Kong
China has amplified criticism of the billionaire’s blockbuster ports deal with US-led consortium. Read more at straitstimes.com.
Ten Minute Interview: Structuring Venture Investments for Family Offices
Brian Lucareli, director of Foley Private Client Services (PCS) and co-chair of the Family Offices group, sits down with Mark...
The Rise Of The Sub-$300 Million Family Office
The emergence of the sub-$300 million family office marks a significant shift in how families approach governance, planning and stewardship.
Curated Wealth Partners Welcomes Nellie Keyhani as a Director of Client Advisory
Curated Wealth Partners, a leading multi-family office and investment management firm serving ultra-high-net-worth clients, today announced the addition of Nellie...
Private credit firm Zagga sees growing interest from Singapore and Asean for Australia real estate
It launches private credit fund here to meet interest to lend money to property developers in Australia. Read more at...
Golub-Backed Saudi Firm Starts AI Fund to Drive US-Mideast Ties
A Saudi Arabia-based venture capital firm that’s backed by the family office of US billionaire Lawrence Golub is launching a...
Peakhouse name new CEO amid office expansion
Berry Wong is appointed group CEO of the Hong Kong multi-family office.
Family Office Research LLC Acquires Shares of 2,955 NVIDIA Co. (NASDAQ:NVDA)
Family Office Research LLC bought a new position in NVIDIA Co. (NASDAQ:NVDA - Free Report) during the 4th quarter, according...
NRI Talk: Three generations, one table – how Asia’s wealth boom Is reshaping family governance, says Lim Ping Ping of LGT Group
As Asia nears a millionaire milestone, family offices are evolving rapidly. From AI adoption to multigenerational governance, wealth management is...
Birmingham investor acquires majority stake in Toronto women’s pro soccer club
Birmingham investor Mark Mitchell is now majority owner of the AFC Toronto women's pro soccer club.
KEY WEALTH RECOGNIZED WITH TWO AWARDS AT THE 2025 FAMILY WEALTH REPORT AWARDS
Key Family Wealth, the multi-family office division of Key Wealth (NYSE:KEY), has received two prestigious awards at the 2025 Family...
TeraWulf Inc. (NASDAQ:WULF) Shares Sold by Duquesne Family Office LLC
Duquesne Family Office LLC cut its position in TeraWulf Inc. (NASDAQ:WULF - Free Report) by 50.0% in the 4th quarter,...
ZoomInfo Technologies Inc. (NASDAQ:ZI) Shares Sold by Duquesne Family Office LLC
Duquesne Family Office LLC lowered its position in ZoomInfo Technologies Inc. (NASDAQ:ZI - Free Report) by 17.7% during the fourth...
Duquesne Family Office LLC Purchases 1,257,616 Shares of YPF Sociedad Anónima (NYSE:YPF)
Duquesne Family Office LLC grew its stake in shares of YPF Sociedad Anónima (NYSE:YPF - Free Report) by 292.4% in...
Teva Pharmaceutical Industries Limited (NYSE:TEVA) Stake Boosted by Duquesne Family Office LLC
Duquesne Family Office LLC grew its holdings in Teva Pharmaceutical Industries Limited (NYSE:TEVA - Free Report) by 530.1% in the...
Callan Family Office Appoints Jeff Getty As Chief Tax Strategist
Callan Family Office has announced that it has named Jeff Getty as Chief Tax Strategist. In this new role, Getty......
Trump’s tariffs are driving Asia’s ultra-rich investors away from US assets
About 10 family offices of the ultra-rich told Bloomberg they’re reducing their exposure or freezing investments, mostly in US equities...
Bankers from BOS, RBC WM join Raffles Family Office
Raffles Family Office has recruited two managing directors in Singapore.
Raffles Family Office Adds Duo to Board, Front Office
External asset manager Raffles Family Office has strengthened its board and front office with two new appointments.
Fame Strategist Sheeraz Hasan Gives Keynote Speech at Global Family Office Investment Summit in Dubai
Event brought together ultra wealthy families.
Understanding the role of Family Office in Nigeria’s hospitality industry
The roles of estate & hospitality managers (EHMs) and lifestyle managers (LMs) are steadily gaining recognition as occupations under...
Callan Family Office Names Jeffrey Getty Chief Tax Strategist
Getty will oversee research and strategy on complex tax issues for ultra-high-net-worth families, businesses, and private investment firms. PHILADELPHIA, PA...
NF Trinity embraces adaptive investment strategy to mitigate volatility | Family Offices
Managing partner & CIO Helen Zhu highlights the firm's adaptability, strategic portfolio adjustments and efforts to foster collaboration among family...
The AI startup that stood out in an otherwise drab month for family office deals
Billionaire family offices including Ray Dalio's have flocked to SandboxAQ.
Family offices still betting on AI startups during deal slowdown
Billionaire family offices including Ray Dalio's have flocked to SandboxAQ.
Multi-Family Office Hires CIO, COO and CCO
The multi-family office has hired a CIO to lead its investment strategy and execution alongside a Chief Operating Officer and...
Activating Plan B: Wirehouse Breakaways Build a Legacy Family Wealth Office
Advisors share their vision of building a family office they would entrust with their own families’ wealth.
Duquesne Family Office LLC Lowers Holdings in Freeport-McMoRan Inc. (NYSE:FCX)
Duquesne Family Office LLC lowered its position in shares of Freeport-McMoRan Inc. (NYSE:FCX - Free Report) by 44.9% in the...
408,885 Shares in Micron Technology, Inc. (NASDAQ:MU) Purchased by Duquesne Family Office LLC
Duquesne Family Office LLC acquired a new stake in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) during the...
Cherry on top: Queensland family office buys No.1 ice-cream cone maker
Its investment in Altimate is a bet on Australians’ enduring love for ice-cream, which it says has helped the market...
Family Office NF Trinity to Expand in US With New York Presence
Nan Fung Trinity, the financial investment and family office arm of Hong Kong conglomerate Nan Fung Group, is planning to...
Elevation Point banks on family office model to combat fee compression
Advisors can dodge looming fee compression by offering family office services like property and casualty insurance, explains Elevation Point's Jim...
Wealth Surge Drives Family Office Growth, Evolution
As they grow in size and sophistication, they're maintaining their flexibility.
Emigrant Partners picks minority stake in Elevation Point
Elevation Point has obtained a strategic minority investment from Emigrant Partners, a player in the capital and advisory sector.
Shiplog Raises Rs 6.5 Cr in Seed Round Led by Deepak Bhagnani Family Office
Shiplog, a Gurugram-based logistics-tech startup, secures Rs 6.5 crore in seed funding led by Deepak Bhagnani Family Office. The funds...
Anchorage Capital Partners COO resigns, jumps to family office
The executive, who also leads the firm’s engagement with investors, has found a job at one of Anchorage’s investors, Cambooya.
Sun Life to build SG family office team and expand in Dubai
The insurer is recruiting specialists to tap into the nascent market, and also plans to open an office in Dubai...
Coco family office jumps into West Palm Beach with $46M acquisition
Coco Group is stepping into the downtown West Palm Beach commercial market with a $45.7 million purchase. An entity managed...
Pictet PropCast: Zsolt Kohalmi on alternatives, family office investments and the future of real estate
In this episode of PropCast, Andrew Teacher, co-founder of Lauder Teacher, is joined by Zsolt Kohalmi, Global Head of Real...
Celebrating the 25th Global Family Office Investment Summit Hosted by Anthony Ritossa
DUBAI, UAE, May 6, 2025 /PRNewswire/ -- For nearly ten years, Anthony Ritossa has been a driving force behind the...
Family Office Acquires Two Manhattan Office Buildings in Complex Workout
Rosenberg & Estis leads client through pre-negotiated disposition that creates significant cost savings Rosenberg & Estis, P.C., currently celebrating its......
Compass introduces ‘Family Office’ division for ultra-wealthy clients
The new Compass division will provide strategic, long-term real estate services to individuals and firms managing significant wealth.
Lifechart’s Guttify Secures $360K from Unichem Labs’ Family Office, Eyes Affordable Gut Health Revolution in India
Lifechart, a health-tech startup championing gut wellness, has announced the successful closure of a $360,000 extended seed round for its...
Vanguard Russell 1000 Value (NASDAQ:VONV) Stake Boosted by Arrowroot Family Office LLC
Arrowroot Family Office LLC boosted its position in shares of Vanguard Russell 1000 Value (NASDAQ:VONV - Free Report) by 8.5%...
Bhavish Aggarwal Plans To Shift Ola Brand IP To Family Office: Report
Bhavish Aggarwal is reportedly planning to transfer the intellectual property (IP) rights for the Ola brand to a new holding...
Gates Foundation to open office in Singapore
[SINGAPORE] The Gates Foundation – one of the world’s largest private philanthropic organisations – will be opening an office in...
The Family Office launches financial goal in the UAE
Innovative digital tool empowers investors to plan and achieve long-term financial goals through tailored private market strategies.
Dreamy Maldives Turns to Crypto to Solve Mounting Debt Crisis
The investment aims to help the Maldives diversify its economy beyond tourism and fisheries and address its debt obligations.
Dubai Family Office to Invest $8.8B to Turn the Maldives Into a Blockchain Hub
Gulf investors are betting on digital assets in a tourism-reliant island nation, as the Maldives seeks to diversify its economy.
Ola IP may transfer to Bhavish Aggarwal family office
ANI Technologies operates the group's ride-hailing business and holds the brand IP, which is currently licensed to Ola Electric, a...
Maldives Plans $8.8 Billion Financial Hub Backed by Qatari Royal
The government of Maldives said it plans to build an $8.8 billion financial hub backed by Dubai-based MBS Global Investments...
My Journey to Finding the Right Multi Family Office for $35 million – What AUM Fees Should I Expect?
If you’re a member of the FIRE (financial independence, retire early) community, the hope is that you have put enough...
Swiss Family Offices Eye Dubai as Regulatory Pressure and Tax Debate Dull Alpine Appeal
A growing number of Swiss family offices — private entities that manage wealth for the ultra-rich — are relocating or...
Dubai attracts Swiss family offices tired of tax and regulation
Swiss family offices that manage assets for the very wealthy are looking to move to Dubai as a confluence of...
With Deals Still Stalled, Family Offices Emerge to Fill the Gap
With the predicted rebound in M&A failing to materialize, private equity funds are still full of investments that need to...
A Powerful Investment Most Investors Overlook: Paying Less Tax
Taxes were uppermost in mind in the following talk by the co-founder of Wealthrive and Freedom Family Office. He spoke...
Laing promoted to CIO of family office Builders Vision
Builders Vision, the Chicago-based family office of Walmart heir Lukas Walton, promoted Noelle Laing to the role of CIO, with...
The Family Office Advantage in Private Real Estate
Discover how RIAs should leverage family office platforms to provide clients with sophisticated real estate investment strategies and enhanced portfolio...
Family offices stick with tradition amid democratisation wave
In spite of their rapidly growing popularity, some family offices remain wary of semi-liquid funds.
Billionaire Lukas Walton names new CIO for his family office
Noelle Laing will take the reins after managing the firm's $1.7 billion endowment for philanthropy.
Topaz Family Office Recommends Diversifying from US to Global Markets – News and Statistics
Topaz Family Office advises family offices to move investments from US assets to global markets like Japan, Australia, and UAE...
Hong Kong family offices should unload US assets, look to Japan, UAE, advisory says
Now is a ‘critical moment’ to ‘get rid of the US’, especially equities and Treasuries, to ‘maintain lower risk-return ratios’,...
The ultra-wealthy invest through family offices. Here’s how to join them
Wider-than-average discounts offer an attractive entry point
