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.
Summit highlights Hong Kong as ideal hub for family offices
The Wealth for Good in Hong Kong Summit was held here Wednesday, with attendees highlighting Hong Kong as one of...
Creating a family legacy: managing the burgeoning wealth in Asia
THE Asia-Pacific region has generated the lion’s share of global wealth in recent years, making it the centre of intergenerational...
As UHNW Women’s Influence Grows, Matter Family Office is Setting New Standards for Success
Firm Sees Positive Business Outcomes as it Meets the Challenge of the Changing Role of Women in Ultra High Net...
AlphaCore Wealth and Callan Capital Combine Forces, Launching AlphaCore Family Office Services
AlphaCore Wealth Advisory ("AlphaCore"), an independent registered investment advisory firm, announced today its merger with Callan Capital...
Tiger Brokers (Hong Kong) Co-Hosts Global 70 Multi-Family Office Closed-Door Conference for the First Time
HONG KONG, March 25, 2025 /PRNewswire/ -- The Global 70 Multi-Family Office Closed-Door Conference, co-hosted by Tiger Brokers (HK) Global...
PE money man Michael Lukin’s chase for the holy grail within reach
For 20 years, private equity funds have planned assaults on Australia’s non-institutional investor set. It’s finally happening, and is possible...
Biltmore Family Office gatekeeper sees ‘fresh capital’ in energy transition
The $4.4bn Charlotte, NC-based family office is ready to swoop in on fresh capital in the energy transition space, ideally...
North Carolina Treasurer Looks to Overhaul Management of the State Pension
“We’ve had really good funding from the legislature, but the investment side is not keeping up,” says Brad Briner, former...
The art of getting a job in a family office
Family office jobs can be incredibly desirable. They can also be a bit of a nightmare.
Ex-UBS duo launch multi-family office in Geneva
Aion Wealth Partners has announced its launch with two ex-UBS employees at its helm, Rémi Beuxe and Hugo Revollet.
Billionaire Stanley Druckenmiller Jettisoned Shares of Palantir and Nvidia, and Is Piling Into 3 High-Profile Turnaround Stocks
Duquesne Family Office's chief is dumping shares of Wall Street's hottest artificial intelligence (AI) stocks in favor of a trio...
Hong Kong thrives on low-tax regime and active capital market, family office says
Hong Kong’s low tax regime, good education and healthcare systems are plus points in attracting family offices, investor says.
A New Singapore Family Office Scandal is Brewing
A substantive multi-million-dollar fraud case is likely working through the city-state justice system, potentially tarnishing the wealth management and banking...
Seviora Group opens office in the Middle East
Seviora's Abu Dhabi's office will be led by Sadiq Hussain.
Family Offices Swisspath Group and VECO Group Announce Their Merger – Asian Wealth Management and Asian Private Banking
Family Offices Swisspath Group and VECO Group Announce Their Merger - Asian Wealth Management and Asian Private Banking
Chinese Businessman Reportedly Sues Ex-Staff At Singapore Family Office
Reports said the businessman discovered the alleged misappropriation of funds from his family office in December 2023.
Family offices find a new growth engine in AIFs
This shift in investment strategy is evident globally, with alternative asset allocation now accounting for 44 per cent of total...
It’s a family affair: inside Hong Kong’s quest to lure the world’s wealthiest clans
Two years ago, the government unveiled eight measures with the aim of attracting affluent families so they could set up...
Singapore police probes Chinese family office alleged fraud
Authorities cite investigations into 'criminal breach of trust' amid $55m scandal
Lighthouse PropTech raises $2.5 million led by Turbostart, the Dabur Family office, others
Lighthouse PropTech has raised $2.5 million in a funding round led by Turbostart, a global early-stage venture capital firm and...
Hubbl targets families and young people for growth
Foxtel has set its sights on families and young people to drive growth for its streaming aggregator Hubbl with a...
Early-stage VC Firm Turbostart Leads $2.5 Mn Round In Lighthouse PropTech With Dabur Family Office & Other FOs
Turbostart, a global early-stage venture capital firm and accelerator, has announced a USD 1 million investment in Lighthouse PropTech as...
Webinar: Family Business Dynamics & the Evolution of Family Offices
Join us for an insightful webinar on the evolution of family businesses into family offices. Dr. Sara E. Davis, Director...
Chinese tycoon sues former Singapore-based family office staff over alleged S$74m fraud
SINGAPORE, March 20 — Singapore’s efforts to become a global wealth hub have been thrust into the spotlight after an...
US Capital Global Closes Global Family Office Summit with High-Profile Investor Gathering in Miami
US Capital Global hosted an exclusive VIP investor event in Miami, bringing together 200 global investors to mark the conclusion...
Family Office Of Elie Tahari Hires Cushman Exec To Launch Brokerage Arm
The real estate arm is the latest offshoot from the family business of the legendary fashion designer, with his 23-year-old...
Portugal’s Martinhal family office seeks to future-proof legacy around people, ideas and citizenship
Four upscale hotels complement branded residences and an international school
Alternatives Manager Hires Global Family Office Head
The investment manager has filled the newly created position of global head of family capital with the former managing director...
How HNW Family Office invests in fund manager talent
At Citywire’s Andermatt event, Maximilian Mahn took the time to answer a few questions on HNW Family Office’s investment process.
Ritossa Family Office: Lives Amplified Global Institution of World Leaders and Global Family Office Summit Series Announce Joint Consortium at 24th Global Family Office Investment Summit
Global Family Office Summit Series and Lives Amplified Global Institution of World Leaders are proud to announce a strategic joint...
Karman Beyond: a next gen family office
Özge Doğan founded Türkiye’s first independent multi-family office, Karman Beyond, in response to her own family’s wealth management needs.
Chinese tycoon sues Singapore family office ex-staff, claims US$56 million fraud
Lee Fung International owner Zhong Renhai has accused four former employees of fabricating documents to misappropriate funds.
Singapore family office staff accused of misusing $74 million by wealthy Chinese
Zhong Renhai, the owner of Lee Fung International (LFI) and family office Panda Enterprise in Singapore, is suing four former...
Residential developer repays family office, Westpac comes onboard
Ellipse Property accomplishes financing feat as Westpac backs its $193m project
Blue Owl Capital appoints new global head of Family Capital
Blake joined KKR in 2014, leading Family Capital initiatives in EMEA and Asia.
Abu Dhabi to host International Investor Summit, bringing together global leaders in investment and innovation
The summit will cover a range of sectors including public markets, real estate, AI, healthcare, and sustainability.
Rich Chinese Alleges Family Office Staff Misused $56 Million
An ultra-high net worth Chinese businessman is suing four former staff in Singapore for allegedly misappropriating S$74 million ($56 million),...
Singapore family office of rich Chinese hit by $55m fraud scandal
Wealthy businessman accuses ex-employees of misappropriation, court shows
The Rager Foundation Shares Insights Into How Jason Rager Built a Successful Family Office
Inside the strategy behind Rager's family office success
Entrust Family Office Plans Expansion, Eyes 3x Growth In Two Years
Entrust Family Office, a multi-family office in India, marks 12 years in wealth management and plans to expand its presence...
BEYOND EXPO 2025 EXPANDS GLOBAL INFLUENCE WITH GROUNDBREAKING PARTNERSHIP WITH ASIAN FAMILY LEGACY FOUNDATION AND GREENWICH ECONOMIC FORUM
Mar. 17, 2025 21:44
City of Miami Mayor Francis Suarez and JP Global Advisors Founder Jeannette Paulino Host Exclusive Fireside Chat at Anthony Ritossa’s 24th Global Family Office Investment Summit
Embracing a Billionaire Mindset In Both Business and Life is Key to Unlocking Opportunities MIAMI, March 17, 2025 /PRNewswire/ --...
How family offices are adapting to global changes: Family Matters
Hannes Hofmann, global head of family office group at Citi Wealth, discusses how family offices are navigating global shifts, from...
KKR Veteran Joins Blue Owl to Lead Global Family Office Push
A former executive at KKR & Co.’s global wealth unit has joined rival alternative asset giant Blue Owl Capital Inc....
Teako Closes Oversubscribed Private Placement, Welcomes Norwegian Family Office as a Significant (>10%) Shareholder Alongside Strong Participation from Existing Investors and Prominent Norwegian Investors
Vancouver, British Columbia--(Newsfile Corp. - March 17, 2025) - Teako Minerals Corp. CSE:TMIN (the "Company" or "Teako") is pleased to...
Entrust Family Office to expand into new cities and verticals
The multi-family office is looking to expand operations across Mumbai, Delhi, Pune, and Coimbatore.
12 Years of Entrust Family Office! What’s Next For Family Offices in India?
Entrust Family Office marks 12 years of wealth management excellence with plans to expand across India. Discover how multi-family offices...
Pros and pitfalls: choosing the right base for your family office
Single family offices are becoming more global in
W3i Software: $1.5 Million Raised From Hoskinson Family Office
Hoskinson Family Office (HFO) announced it has invested $1.5 million in W3i Software, Inc., the development company behind USDM—Cardano’s first...
The Comparative Analysis Of Wakaf Zurri And Family Office In The Context Of Malaysia
This article examines a wealth management instrument and a form of charitable transaction that plays a strategic role in the...
Intersection between family offices and early-stage startups poised
RIYADH: Family offices have traditionally been influential in private capital investment, but their role in business funding and early-stage startups...
LinePoint Launches Family Office Affiliation Platform For Advisors
The family office advisory platform is linked to ÉO Management and the Coury family.
Emirates NBD’s entry into digital assets signals pivot toward mainstreaming blockchain-based finance
The GCC’s cryptocurrency market is projected to grow at a CAGR of 14.2% through 2027. Liv’s initiative could catalyse both...
From Wealth Preservation To Value Creation: Family Offices’ Venture Capital Revolution
This transformation represents both opportunity and challenge for the venture capital industry.
Hoskinson Family Office, Inc. Invests $1.5 Million in W3i Software Inc., Supporting the Growth of Cardano’s Regulated DeFi Future
WEST LAFAYETTE, Ind. & LONDON--(BUSINESS WIRE)--Mar 13, 2025
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...
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...
Capricorn Investment Group Adds to OCIO Practice
Mark Berryman and Nick Flores joined the firm as partners from multi-family office Caprock.
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...
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 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 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%...
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...
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...
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 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...
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...
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...
$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...
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...
