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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Rockefeller Continues Adding Teams

Private Bank Recruitment Strategy Chicago

The latest additions to Rockefeller Global Family Office are in the Chicago area.

Wealth Briefing

Family Offices Must Gear Up For Larger Investment Deals

Investments Portfolio Management Strategy

The 57-page report from the professional services and accountancy giant delves into data from what it says are around 11,000...

WealthBriefing

Lighthouse Canton Flexes Thought Leadership Muscles

Investments Leadership Recruitment India Singapore United Arab Emirates

Founded in 2014 and with more than $4 billion in AuM as at 30 December 2024, Lighthouse Canton has been...

Wealth Briefing

For one day a year this fund lets you invest like a family office

Investments Investor Behavior Private Equity Australia

Limiting when you accept money seems a strange way for a fund to attract investment. But this private equity fund...

Australian Financial Review

UBS global family office advisory co-head exits

Art Banking Providers Family governance Switzerland

The Swiss bank's global co-head of family advisory, art and collecting has left after 20 years.

Institutional Investor

Single family offices in Asia-Pacific to reach 3,200 by 2030, India a

Family governance Investments Succession planning India

New Delhi, April 21 (IANS) In the Asia Pacific region, single-family offices have grown to 2,290 (surged by 28 per...

Sakshi Post

InCred Wealth Appoints Anu Bora to Lead Family Office

Banking Providers Family governance Succession planning India

Anu brings close to three decades of experience spanning banking, private wealth, and family office advisory. In her new role,...

SM Street

Lighthouse Canton White Paper Highlights the Rising Relevance of Multi-Family Offices

Estate planning Family governance Succession planning India United Arab Emirates

One of the paper's key highlights is the rising adoption of family offices in Asia and the Middle East —...

Entrepreneur

The Startup Mindset For Family Offices: Build Your ‘Founding Team’

Best Practices Recruitment Startups United States of America

Building a family office team isn't about replicating private bank hierarchies or hiring the most expensive advisors.

Forbes

Family Office con man “Sir” Anthony Ritossa comes back with conferences in Dubai and Miami

Family governance Investments PR & Reputation Management United Arab Emirates United States of America

Anthony Ritossa, whose carefully constructed facade crumbled when investigative journalist Adam Ciralsky of Vanity Fair published a landmark exposé, is...

Opalesque

Stenger Family Office LLC Purchases Shares of 3,816 Public Storage (NYSE:PSA)

Investments Listed Stocks & Bonds Real Estate United States of America

Stenger Family Office LLC bought a new stake in shares of Public Storage (NYSE:PSA - Free Report) in the fourth...

MarketBeat

Stenger Family Office LLC Takes $2.37 Million Position in Prologis, Inc. (NYSE:PLD)

Investments Listed Stocks & Bonds Real Estate United States of America

Stenger Family Office LLC bought a new position in Prologis, Inc. (NYSE:PLD - Free Report) in the 4th quarter, according...

MarketBeat

Family Offices Must Gear Up For Bigger Investment Deal Sizes

Investments Private Equity Strategy

The 57-page report from the professional services and accountancy giant delves into data from what it says are around 11,000...

WealthBriefing

Rockefeller Global Family Office Expands Chicago Presence with Addition of Two Private Wealth Teams

Banking Providers Private Bank WealthTech Chicago

Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management ("Rockefeller"), today announced the addition of Rathi Wea...

Business Wire

6,625 Shares in McDonald’s Co. (NYSE:MCD) Purchased by Stenger Family Office LLC

Investments Listed Stocks & Bonds United States of America

Stenger Family Office LLC bought a new stake in McDonald's Co. (NYSE:MCD - Free Report) in the 4th quarter, according...

MarketBeat

I’m a family office CIO. This was my biggest investing mistake

Cognitive Biases Investments Investor Behavior United States of America

Unless the price is truly egregious, never substitute a business you know intimately for one you don’t because of valuation...

The Australian Financial Review

Paul Chan: «Here in Hong Kong, Your Capital is Safe»

Investments Jurisdictions Private Bank Hong Kong

Hong Kong financial secretary Paul Chan spoke at Deutsche Bank’s family office forum, noting that capital held by the ultra-rich...

Finews Asia

KPMG Family Office finalist in Family Wealth Report Awards 2025

Estate planning Family governance Innovation United Kingdom

KPMG is recognized as an innovative and exceptional firm in Family Wealth Counselling

Family Wealth Report

Ex-Pitcairn gatekeeper lands COO role at family office

Family governance Investments Operations United States of America

RJ Smolenski previously led manager research at Pitcairn, where he served as managing director of investments until he left the...

Institutional Investor

Raffles Family Office debuts digital asset fund in Hong Kong

Cryptocurrency Digital Assets FinTech Hong Kong

Raffles Family Office (RFO), a multi-family office based in Asia, has debuted its digital asset fund in Hong Kong.

TechNode Global

How Musk manages his growing family: WSJ

Family governance Mediation & family dynamics News United States of America

Elon Musk says it’s his duty to “make new humans." Now, a WSJ investigation suggests he may have fathered more...

The Wall Street Journal

Financial Secretary addresses stability and opportunities for family offices at Deutsche Bank Emerging Markets Family Office Forum

Banking Providers Family governance Investments Hong Kong

16th April 2025 – In a speech delivered at the Deutsche Bank Emerging Markets Family Office Forum in Hong Kong,...

Dim Sum Daily

Raffles Family Office Launches First Digital Asset Fund in Hong Kong

Cryptocurrency Digital Assets Investments Hong Kong

The launch of this digital asset fund by a prominent multi-family office in a key financial hub highlights the increasing...

Blockhead

Family Office Should Be A Fortress, Not Just A Fund

Family governance Investments Succession planning India

At some point in every business family’s journey, the questions evolve. It is no longer just about topline growth or...

Business World

Fund firms fear bank backlash over direct family office business

Family governance Investments Private Bank Singapore

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

Institutional Investor

Multi-family office Stonehage Fleming to restart co-investments

Investments Private Equity United Kingdom

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

Private Equity International

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

Investments Startups Venture Capital India

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

Economic Times

Raffles Family Office Launches Digital Asset Fund in Hong Kong

Cryptocurrency Digital Assets Investments Hong Kong

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

Finews Asia

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

Family governance Investments Strategy Monaco Singapore

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

Institutional Investor

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

Family governance Investments Jurisdictions Hong Kong

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

Business Times

Landmark Properties JV Buys Atlanta Campus

Private Equity Real Estate United States of America

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

Commercial Search

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

Banking Providers Private Bank Recruitment Hong Kong

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

finews.asia

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

Impact Investments Private Equity Singapore

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

Business Times

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

Family governance Jurisdictions Succession planning Hong Kong United Arab Emirates

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

WealthBriefing

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

Estate planning Family governance Succession planning United Arab Emirates

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

Funds Global MENA

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

Investments Listed Stocks & Bonds Portfolio Management United States of America

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

MarketBeat

Matter Family Office Named Family Wealth Awards Finalist

Family governance Succession planning WealthTech United States of America

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

ACCESS Newswire

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

Investments Private Equity Risk United States of America

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

MSN

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

Software Startups Venture Capital United Kingdom

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

AltAssets

Stress-Tested: What Volatility Reveals About Family Office Readiness

Family governance Investor Behavior Risk Management United States of America

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

Forbes

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

Compliance Legal United States of America

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

WFRV

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

Best Practices Investments Portfolio Management United States of America

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

The National Law Review

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

FinTech Investments Startups United States of America

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

Global Banking & Finance

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

Governance News

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

Dilitrust

Delegation of Power: A Comprehensive Guide for Organizational Success 

Governance News

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

Dilitrust

Contract Strategy for Financial Transactions: Why it matters

Governance News

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

Dilitrust

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

Investments Startups Venture Capital India

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

Inc42

Singapore’s New Family Office Scandal Prompts Questions in Parliament

Compliance Governance Tax Singapore

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

finews.asia

Knight Foundation names new CIO from Walton family office

Investments Leadership Philanthropy United States of America

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

Pensions & Investments

Fidelity buys Plano shopping center from local family offices

Investments Real Estate United States of America

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

The Real Deal

Titanbay names AllianceBernstein family office exec to lead distribution

Investments Leadership Recruitment London

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

Alternatives Watch

Private bank Bergos announces family office solutions unit

Banking Providers Family governance Private Bank Switzerland

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

WealthBriefing

What Makes for a Mature Family Office?

Best Practices Family governance Succession planning Singapore

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

finews.asia

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

Banking Providers Family governance Private Bank United Arab Emirates

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

finews.com

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

Investments Listed Stocks & Bonds United States of America

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

MarketBeat

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

Investments Listed Stocks & Bonds Portfolio Management United States of America

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

MarketBeat

How Copia Wealth Studios is Transforming Family Office Wealth Management

Data FinTech WealthTech United States of America

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

Morningstar

Strategies for Family Practice CPAs – The Accounting Technology Lab Podcast

Best Practices Strategy Tax United States of America

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

CPA Practice Advisor

Family offices pause dealmaking in March on trade war fears

Investments Investor Behavior Portfolio Management United States of America

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

CNBC

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

Art Family governance Real Estate Hong Kong

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

South China Morning Post

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

FinTech Investments Venture Capital Singapore

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

DealStreetAsia

Safety In Protecting, Transferring Assets – Monaco Conference

Cyber Security Estate planning Trust services Monaco

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

WealthBriefing

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

Impact Philanthropy United States of America

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

Florida Politics

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

Investments Risk Risk management Singapore

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

Yahoo Finance

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

Investments Risk Trends United States of America

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

CNBC

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

Estate planning Investments WealthTech United States of America

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

Forbes

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

Investments Listed Stocks & Bonds Portfolio Management United States of America

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

MarketBeat

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

Banking Providers Family governance Private Bank United Arab Emirates

UBS received 22 awards across various categories.

Euromoney

Family Office: The World’s Fastest Wealth Generators

Investments Portfolio Management WealthTech United States of America

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

Forbes

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

Next Generation Philanthropy United States of America

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

University of West Florida Newsroom

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

Banking Providers Investments Trust services United States of America

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

Stock Titan

Northern Trust Expands Global Family Office Services

Banking Providers Family governance Trust services United States of America

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

Business Wire

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

Investments Real Estate United States of America

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

BizJournals

Financial Gravity Welcomes New Family Office Director Will Sparks

Estate planning Family governance Leadership United States of America

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

ACCESS Newswire

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

Investments Listed Stocks & Bonds Portfolio Management United States of America

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

MarketBeat

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

Automative technology Investments Listed Stocks & Bonds United States of America

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

MarketBeat

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

Innovation Investments Technology Japan

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

NBC Los Angeles

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

Investments Real Estate Trends Singapore

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

Business Times

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

FinTech Investments Startups India

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

CoinGeek

Azura Appoints Former Monaco Government Figure; Continues Growth

Banking Providers Leadership WealthTech Monaco

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

WealthBriefing

Stonehage Fleming Names New Head Of Jersey Family Office

Family governance Leadership Recruitment Jersey

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

WealthBriefing

11 Family Offices for Startups to Tap Into in the Nordics

Impact Startups Venture Capital Denmark Finland Norway Sweden

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

Sifted

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

Investments Private Equity WealthTech United States of America

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

PR Newswire

Side Letter: How to raise family capital

Family governance Investments Private Equity Singapore

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

Private Equity International

Zurich multi-family office appoints two new CIOs

Investments Leadership Recruitment Switzerland

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

finews.com

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

Compliance Estate planning Tax Hong Kong

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

Charles Russell Speechlys

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

Family governance Investments Philanthropy United States of America

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

RochesterFirst

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

Family governance Investments Succession planning Cayman Islands

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

TipRanks

Click Ventures leverages tech and collaboration for scalable impact

Impact Risk Technology Hong Kong Singapore

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

Asian Investor

The family office CEO using AI to find micro-VC gems

Investments Technology Venture Capital Saudi Arabia

Isabel Azoulay is betting big on small: the Front Row founder reveals why she’s all in on micro-VCs, AI and...

Institutional Investor

Family Offices Not Doing Enough To Thwart Cyber Attacks – Study

Cyber Security Risk Management

Family offices are experiencing cyber attacks but a recent Deloitte report says too few of these organisations have protection in...

WealthBriefing

UBS expands wealth service to target Australia’s mining capital

Banking Providers Private Bank Australia

UBS Group promoted Tim Clemenger to be its first client adviser for wealth management based in Perth, the Swiss bank’s...

Business Times

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

Investments Operations Startups 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

The Startup Mindset For Family Offices: Why Clarity Of Purpose Is The First Investment

Purpose Startups Strategy

Just like mission-driven startups, that exist to solve a great problem, a clear purpose can help a family office reach...

Forbes

Harsh Mariwala on grooming the next generation, his family office, and Marico’s D2C bets

Investments Next Generation Startups India

Harsh Mariwala advocated for business families to involve their children in entrepreneurship while fostering a culture of hard work. He...

LiveMint

Another 150 family offices express interest in setting up in Hong Kong

Art Investments Jurisdictions Hong Kong

Vibrant welcoming city, where art thrives, is part of the attraction compared with regional rivals, says InvestHK director general Alpha...

South China Morning Post

Family Offices Bring New Vibrancy to Global Investment

Investments Private Bank Succession planning Hong Kong

The world is in the middle of the biggest family wealth transfer ever seen which means more capital is creating...

Bloomberg

Hong Kong Still Competitive in Asia Family Office Push

Competitive Analysis Family governance Investments Hong Kong

How Hong Kong continues to take on Singapore as a regional hub for family offices was front and center when...

Bloomberg

Cybersecurity Single Biggest Risk to Family Offices

Cyber Security Risk Risk management Hong Kong

Cybersecurity is the single biggest risk to family office assets and reputation Jason Lau, Global Board of Directors, ISACA and...

Bloomberg

Hong Kong to Offer More Tax Breaks for Family Offices

Estate planning Jurisdictions Tax Hong Kong

Paul Chan, Hong Kong Financial Secretary tells David Ingles the city is planning additional tax concessions for family offices, with...

Bloomberg

Family Office Summit 2025 Opening

Family governance Impact & ESG Investments Hong Kong

Bing Li, Head of Asia Pacific, Bloomberg opens the inaugural Bloomberg Family Office Summit.

Yahoo

The Rising Demand for a New Approach to the Family Office

Estate planning Family governance Mediation & family dynamics United States of America

Those complex, sophisticated clients that have outgrown what a traditional multifamily office RIA can offer need somewhere to go.

Institutional Investor

Family offices do not fear office deals

Investments Real Estate United States of America

Private wealth investors are bargain hunting for devalued assets and willing to take on recourse debt to get them.

PERE News

Tech Essentials for Family Practice CPAs – The Accounting Technology Lab Podcast

Software Tax Technology United States of America

In this video and podcast, Randy Johnston and Brian Tankersley, CPA, discuss the fundamentals of the technology needed to efficiently...

CPA Practice Advisor

Family Office Resource Group Expands Roster with New Client Partnerships, Strengthening Its Position as a Leader in Family Office Solutions

Estate planning Family governance WealthTech United States of America

This milestone underscores FORG's reputation for delivering exceptional family office solutions and reinforces its commitment to driving success for its...

WV News

Western Europe’s best for family-office services 2025: UBS

Banking Providers Estate planning Family governance Switzerland

Switzerland and Europe continue to drive much of UBS’s global-leading franchise for family office services, cementing its status as a...

Euromoney

North America’s best for family-office services 2025: Bank of America Private Bank

Banking Providers Estate planning Private Bank United States of America

US-based family offices are a key focus of growth and investment for Bank of America Private Bank. Client balances are...

Euromoney

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

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

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

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

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 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

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

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...

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