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.
Len Blavatnik: Family offices ‘should invest’ to power growth of UK life sciences sector
Philanthropists and family offices have a vital role to play by seizing high-risk, high-reward opportunities.
Compound Planning: Digital Family Office Grows To $3 Billion AUM
Compound Planning—a leading digital family office committed to reimagining wealth management for next-generation advisors—announced that seven financial advisors, including a...
W3i Software Receives $1.5M From Hoskinson Family Office
W3i Software, a remote development company behind USDM—Cardano's first MiCA-compliant, fiat-backed stablecoin, received $1.5M from Hoskinson Family Office.
New family office “Five Eleven Partners” launches in US
Five Eleven Partners, a family office for ultra-high-net-worth families, business owners, and executives, has launched in the US.
Family Office Market Gain Momentum | Big Giants Rockefeller Capital, UBS, HSBC Private Banking
The Family Office Market has been fragmented based on the productivity of several companies therefore each segment and its sub...
New Family Office Group Launched, No M&A Intentions
Rather strikingly at a time when many wealth management firms, including MFOs, have gone down the M&A route, this new...
LinePoint, Five Eleven Partners launch to shake up family office space
With a pro-advisor and family executive platform and a business pushing back against industry consolidation, the New York-based firms are...
New platform brings affiliation model to family offices
The founders of LinePoint Partners & Co. told Citywire that they launched the firm to solve for many of the...
BlackCloak Launches Enhanced Family Office Cybersecurity Bundle
BlackCloak designed its enhanced family office services for multi-generational family offices – administrators and family members – including critical product...
New Wealth Management Firm, Five Eleven Partners, Launches to Redefine the Family Office Experience
NEW YORK--(BUSINESS WIRE)--Mar 11, 2025
Google will rename Gulf of Mexico following Donald Trump declaration
The new US president signalled the name change in his inaugural address last week.
LinePoint Partners & Co. Launches Family Office Firm with a Pioneering Affiliation Model for Ultra-High-Net-Worth Financial Advisors and Single Family Office Executives
Robertino Coury, CEO, and Andrew Sternlight, President and CIO, today announced the launch of LinePoint Partners & Co. (LinePoint), a...
BlackCloak Launches Enhanced Family Office Cybersecurity Bundle: Tailored Protection Safeguards Families’ Wealth and Legacy From Cyber Attacks
BlackCloak enhances cybersecurity services for family offices.
Family Office Execs Launch Affiliation Model for UHNW Advisors
Advisors join LinePoint Partners as independent contractors and determine how much of the firm’s platform fee to pass onto clients.
Australia’s Indo-Pacific destiny up for grabs in a new world order
Australia may have to give up on the idea of a strategic equilibrium and settle for something messier and less...
Capricorn Investment Group Adds to OCIO Practice
Mark Berryman and Nick Flores joined the firm as partners from multi-family office Caprock.
The Global CIO Office Celebrates First Year of Success in Dubai
The Global CIO Office celebrates its first year in Dubai, marking rapid growth and success as a leading independent investment...
Billionaire Nicola Forrest appoints UBank boss to run family office
The country’s second-richest woman has been building up the charitable and investment sides of her family office, Coaxial Foundation and...
Donald Trump bets propel Michael Platt’s BlueCrest to 15% gain
Hedge fund turned family office eclipses rivals with currency and bond wagers on a slowing US economy
FAMILY OFFICE OF AMERICA, INC. SEC 10-K Report
Family Office of America, Inc., formerly known as Qualis Innovations, Inc., has released its Form 10-K report, providing a comprehensive...
WRISE opens new office and wealth academy in Shenzhen
Wealth management firm WRISE Group has opened a new office and academy in Shenzhen, China, to empower next-generation wealth leaders.
Callan Family Office LLC Invests $646,000 in ONEOK, Inc. (NYSE:OKE)
Callan Family Office LLC bought a new stake in shares of ONEOK, Inc. (NYSE:OKE - Free Report) in the 4th...
BlackRock answers Trump’s call
Plus, the ‘Wild West’ of family offices, star traders’ succession issues, and Renaissance Siena at the National Gallery
The Family Office Insights Series: Family Office Case Study Collection, 2025
Interviews with top family office executives, providing invaluable peer-led insights and advice on navigating the complexities of family office management...
Building A Family Office? 9 Startup Principles To Guide Your Journey
Bring a startup mindset to find the essential first hires, technology stack, operational framework in a new family office, from...
India’s Karan Thapar family office bets on bonds and alternatives
The Karan Thapar family office is fine-tuning its investment strategy, balancing long-duration bonds with carefully selected alternative assets, as it...
Family Offices Embrace Alternative Investment Funds To Protect Wealth In 2025
Family offices are increasingly investing in AIFs to diversify risk and protect wealth in volatile markets. Advisors should focus on...
Meet the new fundie kids on the block
As one of the nation’s newest venture funds, this Sydney trio has closed $12m and wants to be the place...
Family office dealmaking doubled in February with bets on crab shells, nuclear reactors and more
From Laurene Powell Jobs to the family behind Lego, the ultra-rich made bold bets in February.
AlTi expands into Germany with Kontora Family Office
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.
AlTi invades Germany with Kontora Family Office deal
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.
Family Office Software for Financial Management Market to Witness Major Growth by 2032
Family Office Software is a comprehensive financial management solution designed to help ultra high net worth individuals (UHNWIs) and family...
The Walt Disney Company (NYSE:DIS) Shares Purchased by Callan Family Office LLC
Callan Family Office LLC lifted its stake in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 325.1%...
Lockheed Martin Co. (NYSE:LMT) Stock Position Raised by Callan Family Office LLC
Callan Family Office LLC lifted its stake in shares of Lockheed Martin Co. (NYSE:LMT - Free Report) by 533.8% during...
Chevron Co. (NYSE:CVX) Shares Acquired by Callan Family Office LLC
Callan Family Office LLC grew its stake in shares of Chevron Co. (NYSE:CVX - Free Report) by 286.8% in the...
Callan Family Office LLC Increases Position in Exxon Mobil Co. (NYSE:XOM)
Callan Family Office LLC raised its position in shares of Exxon Mobil Co. (NYSE:XOM - Free Report) by 278.4% in...
RTX Co. (NYSE:RTX) Shares Bought by Callan Family Office LLC
Callan Family Office LLC grew its stake in RTX Co. (NYSE:RTX - Free Report) by 568.2% during the 4th quarter,...
Citigroup hiring to tap the Gulf family office market
Citigroup says it is expanding its presence in the UAE as it competes to manage more of the assets of...
Prominent Initiator: Zurich Gets a Nordic Hub
An increasing number of Swedes, Norwegians, Danes, and Finns are choosing to live in Switzerland. A Nordic financial institution is...
The hidden dangers of family offices
Private wealth management companies for the super-rich now manage trillions of dollars globally. Critics say they are open to abuse.
Meet the women controlling the wealth of Australia’s richest families
Family offices in Australia have traditionally been run by men but as wealth shifts to the next generation and tech...
AITi Tiedemann Makes Its First European Acquisition
The wealth manager and multi-family office has bought its first European business, a German MFO with more than $15.20 billion...
AlTi Tiedemann Buys $15B German Family Office
The deal with Kontora represents AlTi’s first European acquisition since taking investments from Allianz X and Constellation Wealth Capital last...
Family Office Software Market Is Booming Worldwide 2024-2032
Family Office Software Market Overview and Insights The latest competent intelligence report published by IMR Market Reports with the title...
Family offices rattled by market swings and tariffs
Investment firms of the ultra-rich have halted new deals until they get more clarity from the Trump administration on policy.
Council Post: The Future Of The Family Office: The Arrival Of AI
AI won’t replace family office professionals, but it will redefine how they work.
Genstar Capital veteran chairman, managing partner Conte launches family office
Private equity veteran Jean-Pierre Conte has launched a family office, Lupine Crest Capital.
The $18 trillion challenge for family offices
The younger generation in Middle East family offices may have different investment priorities that the old guard finds difficult to...
SumIt Announces Strategic Integrations with Bill and Addepar into its Family Office Accounting Software
NEW YORK, March 5, 2025 /PRNewswire/ -- SumIt, a powerful, multi-entity general ledger and accounting platform built by family offices...
Family offices and high-net-worth investors lead global real estate rebound
Investor groups took advantage of prices bottoming out and the lack of competition from institutional investors, according to Knight Frank.
Family offices to increase real estate bets ahead of rebound
Nearly half of family offices said they plan to increase allocations to real estate in coming months, with an emphasis...
Wealthica Unveils Family Office Version to Revolutionize Multi-Generational Wealth Management
Wealthica Financial Technology Inc, Canada's leading investment aggregation platform, is proud to announce the launch of its Family Office software.
Unfazed by Amrapali mess, MS Dhoni’s family office invests in real estate platform SILA
The investment was confirmed in a statement by SILA and MS Dhoni’s family office. SILA did not disclose the amount...
Indian cricket legend MS Dhoni family office invests in real estate platform SILA
Indian cricket legend Mahendra Singh Dhoni's family office has made an undisclosed amount of investment in Norwest Venture Partners-backed real...
Anthony Ritossa’s 24th Global Family Office Investment Summit in Miami: A Resounding Success and a Launchpad for Global Collaboration
The 24th Edition of the Global Family Office Investment Summit, hosted at the luxurious Trump International Beach Resort, exceeded expectations...
Boston Multi Family Office acquires Aqua Group
Isle of Man-headquartered Boston Multi Family Office has completed its acquisition of Aqua Group, a family office and fiduciary business.
Al-Futtaim Family Office invests in China’s BYD as automaker raises $5.59bn
The UAE's Al-Futtaim Family Office is a key investor in the share sale, and the two firms are planning on...
MindWaveDAO Showcases Bitcoin-Backed DeFi Solutions at Global Family Office Investment Summit; Unveils NILA Token Launch
MindWaveDAO presents Bitcoin-backed DeFi solutions at the Global Family Office Investment Summit and unveils its NILA token launch for investors.
China’s BYD raises $5.95 billion in upsized share sale, term sheet shows
Chinese electric vehicle maker BYD has raised $5.95 billion in a primary share sale that was increased in size, according...
Acquisition leads Prime Capital Financial to launch family office services
Prime Capital Financial acquired a family office service provider with $1.55 billion in assets and then launched Prime Capital Family...
SuperReturn North America 2025 Hosts Top Leadership of LPs and GPs in Miami, March 17th
As the global financial landscape evolves, the private capital sector is facing a host of new challenges and opportunities. SuperReturn...
Meet the investor behind billionaire Melinda French Gates’ bets on women-led funds and startups
While some asset managers are retreating from impact investing, family offices are leaning into environmentally or socially conscious causes.
Automotive News Video: William Gabriel Capital family office buys first dealership
The Lavin family has taken a major step into the automotive industry, acquiring their first majority-owned dealership in Corsicana, Texas.
Prime Capital Financial launches UHNW family office
The Overland Park, Kansas-based RIA's acquisition of Sinecera Capital gives it a new foothold to service the ultra-affluent.
Prime Capital Starts Family Office Via Acquisition
Prime Capital Financial has acquired SineCera Capital to launch a boutique family wealth office.
Aquiline to buy SEI’s Family Office Services business for $120m
Private equity firm Aquiline has agreed to purchase the Family Office Services business from SEI for $120m.
Two-tour FL senator begins next chapter: CEO of $300M family office
Former politician Tom Lee has gone from homebuilding to wealth building.
Aquiline acquires SEI’s Family Office Services business for $120m – FinTech Futures: Fintech news
US-based financial services firm SEI has agreed to deal to sell its Family Office Services business to Aquiline Capital Partners...
Endowus Announces Investment Leadership Team
Singapore-headquartered digital wealth manager Endowus has unveiled its investment leadership team and ambitions to further grow in Hong Kong.
Prime Capital Financial and SineCera Capital Join Forces to Launch Prime Capital Family Office
Prime Capital Financial establishes Prime Capital Family Office with the acquisition of SineCera Capital (SineCera).
What’s Behind the Secret Walls of Family Offices?
What is a family office? A new report looks at the challenges that family offices face in terms of succession,...
The Family Office Market: Does Size Matter?
This lack of transparency, combined with the absence of a standardized definition, makes it challenging to produce accurate estimates.
Aquiline to Acquire SEI’s Family Office Services Business in $120 Million Deal
PHILADELPHIA and OAKS, PA — Aquiline and SEI® (NASDAQ: SEIC) have announced a definitive agreement under which Aquiline will acquire...
The Family Office Insights Series – Global Edition The Fireside: Family Office Case Study Collection, 2025
Interviews with top family office executives, providing invaluable peer-led insights and advice on navigating the complexities of family office management...
FNEX launches multi-family office and wealth management firm, FNEX Wealth
FNEX, a fintech-enabled investment bank, recently announced the launch of FNEX Wealth, a multi-family office platform designed to empower wealth...
Will Budget 2025’s private market measures pay off for HK?
This week was marked by several major exits in Asia.
Ex-family office CEO takes charge of Tellco
Tellco’s services include private banking, asset management, pensions and real estate.
Next Gen, Family Office, And Fear Of The Unknown
The real question is not whether heirs run factories or manage investments, it is whether they are creating value. As...
Global Family Offices Market Size Worth USD 29.8 Billion by 2033 | Industry Growing at a CAGR of 4.15%
The IMARC Group's latest research report titled Family Offices Market Report by Type Single Family Office Multi Family Office Virtual...
SEI to sell family office wealthtech arm for $120m
The firm has entered into an agreement with private markets firm Aquiline Capital Partners to sell its SEI Family Office...
Family Offices Market: Global Industry Analysis
The Family Offices Market Research Report for 2025 offers an in-depth look at the industry’s evolution, focusing on past trends...
Aquiline to Acquire SEI’s Family Office Services Business
Aquiline, a private investment firm specializing in financial services and technology, and SEI (NASDAQ:SEIC) today announced that the companies have...
SEI Investments Sells Family Office Services to Aquiline
SEI Investments Company ($SEIC) just unveiled an update. On February 27, 2025, SEI Investments Company announced an agreement for Aquiline...
Can SEI’s $120M Family Office Services Sale Transform Its Growth Strategy?
SEI divests its Family Office Services business to Aquiline for $120M, with the deal expected to close in Q2 2025....
Valuations and AI driving family office comeback to China
An over-inflated US tech market and diversification to developing economies is encouraging family offices to return to Chinese stocks embracing...
Family office CIO joins Heritvest
A multi-family office service provider has tapped a long-serving investment chief for a top job.
India’s Family Office Boom Is Littered With Deals Gone Bust
India’s rise — and ensuing wealth boom — has minted more than 868,000 millionaires and some 185 billionaires.
Agnelli family office Exor to sell 4% of luxury-car maker Ferrari
Holding company plans to raise €3bn for ‘sizeable new acquisition’ and a €1bn share buyback.
The family office is the hottest career choice — it’s risk-free, stress-free and tan-friendly
India's young billionaire heirs are prioritizing stock market trading and leisure over traditional business responsibilities. This shift has raised concerns...
Navigating family office reporting
A diverse range of financial investments and assets adds another layer of complexity for accountants working with family offices.
Rockefeller Global Family Office, CFAR, Mack International Join Family Enterprise USA to Support Family Businesses
Three Gold Membership Supporters Help Give Voice to America’s Family Businesses WASHINGTON, DC, UNITED STATES, February 26, 2025 /EINPresswire.com/ --...
Robertson Stephens launches family office for ultra-high-net-worth clients
Wealth management firm Robertson Stephens has announced the launch of a family office to serve ultra-high-net-worth clients.
Madison River Taps Blackstone Pedigree, Family Office Network to Raise $370M Debut Fund
A rare emerging manager fundraising success story, thanks in part to the credibility of seed investor and former Blackstone president,...
San Francisco-based Meyer DeMartini Wealth Partners joins Rockefeller Global Family Office
Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management, today announced the addition of Meyer DeMartini Wealth...
Robertson Stephens hires Bruce Stewart as head of family office
Robertson Stephens announced it has hired Bruce Stewart to launch a family office that will serve select ultra-high-net-worth clients who...
Mapping the Future: Navigating the Family Office Landscape in 2025 and Beyond
Join our family office practice for an engaging and informative afternoon as we discuss current trends and issues affecting family...
$7.2bn Robertson Stephens launches family office
Robertson Stephens CEO Raj Bhattacharyya told Citywire the RIA brought on industry veteran Bruce Stewart to address an 'underserved' segment...
CALLAN FAMILY OFFICE PARTNERS WITH FOUNDATION SOURCE TO EXPAND ACCESS TO SOPHISTICATED PHILANTHROPIC SOLUTIONS
/PRNewswire/ -- Callan Family Office, a registered investment advisor (RIA) managing more than $7 billion for U.S.-based ultra-high-net-worth families, family...
Stewart to lead new ‘midway’ family office from Robertson Stephens
Target clients are seeking something different from traditional offerings.
Navigating AI: Top Concerns For Family Offices
Artificial intelligence is rapidly transforming industries, and Family Offices are no exception. However, while the potential is clear, so are...
Robertson Stephens Launches Family Office Arm
The firm, which has grown organically and through acquisitions in recent years, said it has always planned to have a...
Souk, stocks and succession planning: Growth of family offices in Dubai
‘Habibi, come to Dubai!’ has become a mantra as wealth and talent flock to the city for its lifestyle, business-friendly...
Robertson Stephens Launches Family Office for Select Clients
Experienced investment professional Bruce Stewart will build out offering as Head of Family Office SAN FRANCISCO, CA / ACCESS Newswire...
EXPLAINER: Singapore’s Family Office Framework Overhaul
Increasingly dubbed as the “Switzerland of Asia”, Singapore has been leveraging its stable socio-economic environment and advantageous location to become...
Digitalisation key to wealth preservation for family offices
As the market for family office technology expands, those that resist digital transformation risk undermining the very legacy they strive...
Timonier Family Office LTD. Makes New $296,000 Investment in Exxon Mobil Co. (NYSE:XOM)
Timonier Family Office LTD. bought a new position in Exxon Mobil Co. (NYSE:XOM - Free Report) in the 4th quarter,...
Singapore family office takes long view against market trends
Lensbridge Capital CEO LN Sadani reveals his disciplined approach to wealth preservation, combining private equity expertise with strategic market allocation...
Singapore’s investment migration rules narrow for family offices
Among new measures to revive the flagging stock market, the revised Global Investor Programme rules require family office applicants to...
Singapore’s River Valley Apartments Sold to Family Office for $41M
Singapore's River Valley Apartments were sold to a family office for S$56 million ($41 million) just weeks after going on...
Single Family Office: Three Different Types For Efficient Asset Transmission
There are different forms of family office and understanding the variations and the reasons for these is important for those...
Rockefeller Global Family Office Adds Ex-Merrill Team
The group continues to add teams from around the US. In the latest case, the joiners are based in San...
Venture North: Cold Capital And Hot Innovation From The Nordics
The Nordics are stepping up the venture capital game, and they want to make sure family offices join in to...
A $33 trillion economy, now it’s penniless!
Donald Trump has called for the discontinuation of the U.S. penny due to its high production cost outweighing its face...
What to Make Of Billionaire Stanley Druckenmiller’s Latest Bets
Stanley Druckenmiller’s Duquesne Family Office reported its 13F holdings report for Q4 2024 on Feb. 14. The billionaire finished 2024...
The family-office gold rush is spurring a conference craze — with one notable comeback
There were 123 such family-office conferences in 2024, and nearly twice as many — 244 — are scheduled for this...
The Rager family office is optimistic on investment in a thriving Africa for the rest of the decade
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High Net Worth Recent News
Explore the latest news and expert commentary on High Net Worth, brought to you by the editors of WealthManagement.com
Uday Kotak Advises Family Office Heirs to Pursue Entrepreneurship, Not Just Wealth Management
Uday Kotak's statement comes at a time family offices are flourishing not just in India but worldwide. According to a...
Cahero Family Office Ends Ly Cahero Partnership in September 2024, Marking a Bold New Chapter in European Expansion
Cahero Family Office has officially concluded the Ly Cahero partnership as of September 2024, marking a pivotal step in its...
Premji Invest, Ranjan Pai family office seek CCI nod to acquire stakes in Akasa Air
New Delhi, Feb 20 (PTI) Tech tycoon Azim Premji's global investment arm, Manipal Group Chief Ranjan Pai's family office and...
Cahero Family Office Expands in Europe with New Marbella Headquarters, Concluding Ly Cahero Partnership
MARBELLA, SPAIN, February 20, 2025 /EINPresswire.com/ -- Cahero Family Office is strengthening its presence in Europe with the establishment of...
DeVos family office sells majority stake in Boxed Water
The Windquest Group has sold its majority stake in Boxed Water Is Better to a group of investors led by...
Paul Allen’s Family Office Spinout Boosts Microsoft Stock Sales
The year after Cercano Management was spun out of Microsoft Corp. co-founder Paul Allen’s family office in late 2021, its...
Family office head says Thailand shifting to value-add manufacturing
Rising costs and shifting trade patterns force Thailand's manufacturing evolution while Vietnam emerges as the new low-cost production hub of...
RSM Analyst Sees Growth For Family Offices In Real Estate
Law360 Real Estate Authority recently caught up with Gene Garcia, a Houston-based principal and real estate senior analyst with RSM...
Why partnerships matter in private market investments for family offices | Alternatives
As private market investments gain popularity among family offices in Asia, forging deals with other peers is increasingly favoured over...
Klay strengthens multi-family office team with key appointments in UAE
These pivotal additions are set to enhance Klay's capabilities.
Former Julius Baer banker moves to Raffles FO
The Greater China banker has resurfaced at the multi family office after two years with the Swiss pure play.
Hong Kong attracts super-rich with favorable family office conditions
Hong Kong attracts super-rich with favorable family office conditions. Hong Kong becomes preferred choice for high-net-worth individuals seeking investment opportunities...
$16.2bn Toronto multi-family office exits Focus partnership: memo
Prime Quadrant had been affiliated with Focus Financial Partners since 2019.
Prismatic Rebrands as Asseta, Turns Focus to Family Offices
"We are unveiling our new brand to solidify our mission to build the best technology suite for wealth, estate planning,...
Fortitude Family Office LLC Boosts Stake in Microsoft Co. (NASDAQ:MSFT)
Fortitude Family Office LLC increased its stake in shares of Microsoft Co. (NASDAQ:MSFT - Free Report) by 25.2% in the...
Investment giant and family office buy into MPC Capital offshore vessel venture
Eurazeo leads €70m equity fundraising for joint venture building six innovative ships
Move Digital Announces Strategic Expansion into Robotics Manufacturing
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Indian Chamber of Commerce, Borghese Multi Family Office sign MoU
In a landmark initiative poised to reshape the ultra-high-net-worth (UHNW) family business landscape in India, the Indian Chamber of Commerce...
Behind the Hong Kong family office boom
As wealth moves from West to East, Hong Kong is increasingly standing out as a prime destination for wealth inflows.
Citigroup Bolsters Global Family Office Group
Citigroup Bolsters Global Family Office Group
Duquesne Family Office LLC Reduces Position in Alphabet
Duquesne Family Office LLC, managed by Stanley Druckenmiller, recently executed a significant transaction involving Alphabet Inc. Class A (($GOOGL)). The...
WMRE’s Common Area: What Family Offices Want from CRE Investments
Belinda Schwartz, chair of the real estate department with Herrick Feinstein, comes on the podcast to discuss how HNWIs and...
Navigating family offices: Balancing public and private investments
Family offices are shifting focus, balancing public and private markets to drive growth and stability. With private equity now making...
Family Office Market Poised for Growth Amid Rising Wealth and Demand for Personalized Financial Services
Mordor Intelligence has published a new report on the Family Office Market offering a comprehensive analysis of trends, growth drivers,...
Southeast Asia’s Family Offices: The under-the-radar players in startups
As family offices play a more prominent role in the region’s venture ecosystem, their influence is shaping how startups are...
Hong Kong family office Avenir Group holds a $599 million BlackRock Bitcoin ETF
ChainCatcher news, according to Bitcoin Magazine, the Hong Kong-based family office Avenir Group reports that it holds a BlackRock Bitcoin...
Meet the LP: Raffles Family Office
The multifamily office is looking to increase its blind-pool fund exposure this year, says private equity head Jo Huang.
Largest And Global Sovereign Wealth Fund Institute
SWFI is an investor research platform offering family offices, private equity firms, banks, and institutional investors actionable news, insights, and...
Family Offices Investors Summit to Spotlight ‘Family Wealth: Next-Gen Investors’ During Davos Week 2025/2026
Family Offices Investors Summit The Family Offices Investors Summit announces its 2026 edition, themed “Family Wealth: Next-Gen Investors” NEW YORK,...
Crestbridge Family Office Services appoints new Chairman
Crestbridge Family Office Services has appointed Steve Sokić as its new Chairman. He will succeed John Harris, who will remain.
