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.
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...
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...
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...
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.
India’s Karan Thapar family office bets on direct private equity investments
The Karan Thapar family office invests directly in private equity to align with its core businesses, focusing on mature companies....
Private Market Enthusiasm Molds Family Offices
Family offices are doing direct investing, they are busy in areas such as venture capital, private credit, equity and real...
Council Post: Tackling Second-Generation Family Office Challenges With Real Estate
When done right, real estate can help build bridges by connecting generations and aligning visions.
Family Office Partners names managing director
UBS-aligned wealth management company taps Calvani for role on heels of top Forbes ranking
Dalio’s Ex-Family Office CIO Joins Firm for Corona Beer Billions
The former chief investment officer for Ray Dalio’s family office has taken on a similar role for one of Mexico’s...
UAE: 350 millionaires move from Africa to Emirates every year, says expert
The country houses 116,500 millionaires, 308 centi-millionaires with $100 million in wealth, and 20 billionaires, according to Henley and Partners
More than 8000 family offices are revolutionizing wealth management. Are you rich enough to start one?
As the influence of family offices continues to grow and new opportunities arise, other investors may be wondering when it...
Viola’s Mann shares family office learnings for HNWs
Viola Private Wealth’s latest hire, Angus Mann, details how he is harnessing his family office experience at Mutual Trust to...
Citi Private Bank Rebuilds Family Office Team in Asia with Key Hires
Citi Private Bank has appointed Hoo Peng Han as a director of its global family office group in Asia, reinforcing...
Family office con man’s rehabilitation faces setback
Anthony Ritossa’s family office conference series was on hold for almost two years following allegations he had misled attendees.
Family offices are booming: Inside the secretive finance centers that cater to billionaires like Jeff Bezos and the Walton family
Family offices have become an economic force, remaking how the wealth management industry operates.
How family offices became the investment powerhouses behind America’s wealthiest dynasties
Family offices have become an economic force, remaking how the wealth management industry operates.
Singapore MFO Secures Regulatory Approval in ADGM
Singapore-headquartered multi-family office Aument Capital Group has received regulatory approval for a Category 4 license in Abu Dhabi.
Stryker to sell spinal implant business to New York family office
Stryker Corp. plans to sell its U.S. spinal implant business to a New York-based family office Viscogliosi Brothers LLC.
Move Digital Leads AI Revolution in 2025, Expands High-Level Consulting for Family Offices Worldwide
Move Digital Leads AI Revolution in 2025, Expands High-Level Consulting for Family Offices Worldwide
Aurelius Family Office LLC Acquires Shares of 16,246 Vanguard Russell 1000 Value (NASDAQ:VONV)
Aurelius Family Office LLC bought a new position in shares of Vanguard Russell 1000 Value (NASDAQ:VONV - Free Report) during...
Billionaire Azim Premji, Ranjan Pai family office invests Rs 1,100 crore in Akasa Air
Rakesh Jhunjhunwala family-backed airline Akasa Air is raising funds from Azim Premji's Premji Invest, Ranjan Pai's family office Claypond Capital,...
Billionaire-Backed P1 Ventures Bets on Africa’s Untapped Markets
A venture capital firm backed by Egyptian billionaire Mohamed Mansour will seek out tech opportunities in emerging African hubs.
How Klarna CEO spends his fortune taking big bets on fast-growing startups: ‘We’ve made some investments we regret’
The Siemiatkowskis’ little-known family office has been active since 2013 and lists ChatGPT and other AIs as staff members.
MAS Tightens Family Office Supervision
The city-state’s regulator aims to ensure they are subject to AML controls, among other measures.
Independent Family Office LLC Has $1.87 Million Holdings in Microsoft Co. (NASDAQ:MSFT)
Independent Family Office LLC boosted its position in shares of Microsoft Co. (NASDAQ:MSFT - Free Report) by 62.1% in the...
Ercil to Shut $3 Billion Hedge Fund in Family Office Pivot
Alp Ercil is closing his $3 billion flagship hedge fund after a money-making 14-year run, and will convert his firm...
Hong Kong: an epicentre for global family offices
As a leading international financial centre, Hong Kong is solidifying its position as the premier destination for establishing family offices.
Singapore’s 10-fold rise in family offices is driving a philanthropic boom
Singapore has more than 2,000 single-family offices — up from 200 in 2019. Many are channeling their overseas charitable efforts...
Alp Ercil to Shut His $3 Billion Hedge Fund, Open Family Office
Alp Ercil is closing his $3 billion flagship hedge fund after a money-making 14-year run, and will convert his firm...
Akasa Air raises funds from Azim Premji, Ranjan Pai family offices
Akasa Air said late Indian billionaire Rakesh Jhunjhunwala’s family would also pour additional capital into the airline.
Side Letter: Inside a PE vet’s family office
Tips on how to remain fulfilled post-industry from a former BC Partners veteran. Plus: take-privates are on the rise; and...
AIFs see more institutional, Family Office investment after Budget clarifies treatment of capital gains
In order to clear the tax uncertainty, the Union Budget had clarified that income generated by Category I and II...
Alpha Capital Family Office Successfully Launches intelliflo redblack to Support Ongoing Momentum
Alpha Capital Family Office successfully launches intelliflo redblack to support ongoing momentum.
Stonehage Fleming hires Alasdair McLaren as family office director in Guernsey
Patrick Lynch, a director within Family Office, has transferred from London to join the Guernsey team
Predictions For The Family Office Space In 2025
Want to learn more about the future of family offices as it unfolds in 2025? Read this article to explore...
Prismatic Rebrands as Asseta and Announces AI Agents for Family Offices
Prismatic, a leading provider of financial management solutions, today announced its rebrand to Asseta. This transition strengthens its focus on...
The Future Of Wealth: Key Investment Trends For Family Offices In 2025
The latest Family Office Quarterly 2025 report offers critical insights into the macroeconomic environment, investment strategies, and alternative asset opportunities...
The Art of Succession: Future Proofing Family Wealth
Succession planning, by its very nature, involves confronting difficult questions about mortality and legacy.
Capitol Family Office Inc. Purchases New Position in Alphabet Inc. (NASDAQ:GOOG)
Capitol Family Office Inc. purchased a new stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) during the fourth...
Summit takes stake in Missouri multi-family office Genex Consulting
New Jersey-based RIA Summit Financial has picked a stake in Genex Consulting, a multi-family office headquartered in Kirkwood, Missouri.
Thermax family office shifts focus from global to Indian equities | Asset Owners
The family office of India’s Thermax Group is looking at a staggered increase in the allocation to Indian equities, citing...
Family Office Assets Under Management Market to Get an Explosive Growth | Morgan Stanley, Northern Trust
HTF MI recently introduced Global Family Office Assets Under Management Market study with 143 pages in depth overview describing about...
Exclusive | For Hong Kong, family offices and IPOs are major growth engines: Deloitte
Hong Kong is particularly appealing to wealthy families from mainland China and Southeast Asia to set up family offices, Dennis...
Equirus acquires Credence Family Office as TIW Private Equity exits
Financial services company Equirus Capital said Monday it has acquired Credence Family Office for about Rs 100 crore ($...)
Lenox, Matter Family Office announce C-suite updates
The two firms are bolstering their ability to operate and engage clients with strategic leadership appointments.
JPMorgan expands advisory team: what next?
JPMorgan Private Bank has decided to expand Morgan Private Advisory, a move intended to provide holistic financial advisory services.
NIKE, Inc. (NYSE:NKE) Holdings Lessened by Capitol Family Office Inc.
Capitol Family Office Inc. reduced its position in NIKE, Inc. (NYSE:NKE - Free Report) by 21.9% in the 4th quarter,...
Capitol Family Office Inc. Sells 12,406 Shares of NIKE, Inc. (NYSE:NKE)
Capitol Family Office Inc. reduced its position in NIKE, Inc. (NYSE:NKE - Free Report) by 21.9% in the 4th quarter,...
Billionaire family offices kick off 2025 with investments in AI, health care and
From Bernard Arnault to Laurene Powell Jobs, the ultra-rich kicked off the new year with big startup bets. Here are...
New Mountain, Pitcairn enter wealth management arena
Alternatives and private wealth continue to converge: New Mountain Capital unveils New Mountain Wealth Solutions, Pitcairn acquires Brightside Partners.
Century-Old Family Office Pitcairn Just Bought an RIA. Here’s Why.
The 102-year-old family office has outgrown its roots as a trust company and made its first acquisition.
Montgomery County ultra-high-net-worth family office buys $2.5B firm
The deal is $9 billion Pitcairn's first acquisition in its 102-year history.
Certuity Appoints Mariia Eroshin, CFA, CPA, CFP®, MBA as Partner
SAN FRANCISCO–(BUSINESS WIRE)–Certuity, a multi-family office that serves high-net-worth and ultra-high-net-worth individuals and families, recently announced that it has promoted......
Financial Planning As a Microcosm of the Family Office Model
Treat wealth as a family business.
Family office Pitcairn acquires $2.5bn Baltimore firm, forms new RIA
Alternative investing-focused Brightside Partners will join Pitcairn's newly formed RIA, Pitcairn Wealth Advisors.
Matter Family Office Expands Courtney Pullen’s role as Chief Learning Officer
Commitment to Culture and Learning Strengthens Family-Centric Wealth Management Approach ST. LOUIS, MO / ACCESS Newswire / January 30, 2025...
Former Engineer and Multi-Family Office Advisor Launches Wolf Pine Capital, Bringing Family Office Services to Broader Market
PORTSMOUTH, N.H., Jan. 30, 2025 /PRNewswire/ -- Wolf Pine Capital, a new independent wealth management firm committed to democratizing high-end...
Family Office Resource Group Partners with CourMed to Set a New Standard in Healthcare Solutions for Ultra-Wealthy Families
FORG announces addition of healthcare platform to offer customized services catered to the unique needs of UHNW clients.
Biltmore Family Office LLC Has $14.38 Million Position in Microsoft Co. (NASDAQ:MSFT)
Biltmore Family Office LLC increased its holdings in Microsoft Co. (NASDAQ:MSFT - Free Report) by 3.2% during the 3rd quarter,...
Family offices gain traction as strategy for ultra wealthy
A centuries-old approach to wealth management, dubbed the family office, is gaining traction once again, due to a growing demographic...
Family Offices: The Ultimate Guide to Managing Your Wealth and Legacy
Discover the role of family offices in managing wealth, from single to multi-family offices. Learn about their services, costs, and...
Family office secures £73mn refinance on central London property portfolio
Commercial real estate lender Starz Real Estate has agreed a £73.2mn package to refinance a nine-property portfolio in central London....
Corient Acquires $10B Multi-Family Office in New York
The move reinforces the firm's presence in one of the nation's largest wealth management markets.
OYO-owned Innov8 raises ₹110 cr from investors including family office of Gauri Khan to expand co-working business
Flexible office space provider Innov8 has concluded a ₹110 crore primary funding round from investors, including the family office of...
Eton Solutions, the leading WealthTech platform powered by AI, partners with Trigen Wealth, a newly launched full service Multi-Family Office in India
Eton Solutions, the leading WealthTech platform powered by AI, partners with Trigen Wealth, a newly launched full service Multi-Family Office...
Family Offices May See SEC and Tax Treatment Changes Under Trump
Pillsbury’s Joshua Becker and Michael Kosnitzky examine possible shifts in SEC compliance and tax treatment, adding that private placement life...
Malaysia eyes family office hub status in Asia
With its Islamic finance leadership, prime location for accessing Southeast Asian markets, and 20-year tax exemptions, Malaysia is mounting a...
From Mansion To Management: Legacy Lessons From The Playboy Saga
The Hefner estate was placed in a trust that required the beneficiaries to adhere to certain conditions. This covered financial...
Global Family Office Accounting Software Market Size, Share and Forecast By Key Players-Addepar, Asset Vantage, Backstop Solutions, Bill.com, Black Diamond
According to the Market Research Intellect, the global Family Office Accounting Software market is projected to grow at a robust...
Fiduciary Family Office LLC Cuts Holdings in Exxon Mobil Co. (NYSE:XOM)
Fiduciary Family Office LLC lowered its holdings in Exxon Mobil Co. (NYSE:XOM - Free Report) by 61.5% in the 4th...
🚀 Crypto’s Richest Man Turns Binance Labs into Family Office: YZi Labs 🌟
Location: New York Mr. Zhao "CZ" Changpeng, fresh out of prison and worth US$70 billion (S$94 billion), is transforming Binance...
Family offices flock to Singapore despite tighter controls
The number of single family offices in Singapore is expected to rise after growing 21 per cent last year amid...
Corient Acquires Multi-Family Office Business Of Geller & Company
Corient, one of the largest and fastest-growing national wealth advisors in the U.S., announced it acquired the multi-family office business...
Former Binance CEO CZ Forms Family Office To Navigate Wealth Of $70 Billion
Changpeng “CZ” Zhao, founder of Binance, has established a family office to manage his substantial wealth.
2023 Global Family Office Compensation Benchmark Report
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From Binance to Family Office: CZ Zhao’s New Investment Venture
Changpeng “CZ” Zhao, recently released from prison and now worth $70 billion following a surge in cryptocurrency values, has transformed...
Crypto Titan Converts VC Unit to Family Office
The crypto industry’s richest man is converting the venture capital arm of Binance into a family office.
Blackstone-backed ASK Private Wealth hires new CIO
The Indian wealth manager has made a senior hire to build its equity advisory business across segments including UHNWIs, family...
Family offices drive surge in Janus Henderson’s biotech hedge fund
The firm has achieved 15% AUM growth in Asia since 2022, adding funds to more private bank shelves and finding...
Family office nabs retail center on prominent corner in Uptown Dallas
Bellomy Capital acquires its largest real estate property yet
Zhao Converts Binance Labs into $10 Billion Family Office YZi Labs
Changpeng Zhao, commonly known as "CZ," is restructuring his business operations months after his release from prison. Zhao, whose net...
Former Florida Senate president appointed as CEO of Pepin Family Office – Tampa Bay Business & Wealth
Former Florida Senate President Tom Lee has been named chief executive officer of the newly established Pepin Family Office.
Fiduciary Family Office LLC Makes New $317,000 Investment in Seabridge Gold Inc. (NYSE:SA)
Fiduciary Family Office LLC bought a new position in Seabridge Gold Inc. (NYSE:SA - Free Report) (TSE:SEA) in the 4th...
Family Office Hires Two Senior Partners
The woman- and minority-owned office has appointed a partner for research and partner for investments and partnerships as part of...
Binance Labs changes its name to YZi Labs. What is the significance of its transformation into a family office?
What impact will the transformation and expansion of YZi Labs’ Binance lineage and new investment strategy have on the entire...
Managing family wealth in an uncertain world
The Labour party's election victory in the UK has reshaped the private wealth landscape, driving many families to rethink tax...
US fund Federated Hermes mulls Hong Kong office to chart Asia growth: CEO
Federated Hermes is considering opening an office in Hong Kong as the US fund manager seeks to expand its presence...
Compound Planning Reels in Four Advisors, Bringing AUM to Over $2.5B
The self-described digital family office has also beefed up its leadership team with new roles in engineering, trading, product and...
Digital Assets, ESG, and Private Equity: Generational Differences in Family Offices
Family offices in the Americas are observing growing differences in priorities and approaches between founders and the next generation, according...
Family offices are paying executive assistants up to $190,000 a year as demand for talent spikes
The talent war between family offices and Wall Street has driven up salaries not only for top investment roles but...
HK should adopt innovative taxes for revenue growth, says CPA Australia
Hong Kong should develop innovative targeted taxes to increase revenue and reduce costs, according to CPA Australia. The recommendations come...
Office space management company Workie raises 13 Cr
Workie states that it is currently hosting more than 150 clients across 50 prime locations and managing 15,000 seats across...
Sunburn — The morning read of what’s hot in Florida politics
Stay informed on Florida politics with Sunburn, your essential source for in-depth coverage.
CPA Australia calls on Hong Kong government to increase revenue and reduce expenditure
HONG KONG SAR - Media OutReach Newswire - 22 January 2025 - With CPA Australia estimating a fiscal deficit of...
Eric Schmidt’s family office invests in 22 AI startups
Schmidt's bets are on some of the largest AI startups, including Anthropic, Holistic AI and SandboxAQ.
Tom Pepin launches Pepin Family Office, appoints former Florida Senate president as CEO
Tom Pepin's new family office venture brings a familiar face from Florida politics to lead the venture.
Check out multi-family office Swiss 5’s digital drive
COO of Swiss 5 Group, Maximilian Rümmelein, talks to Citywire about digitalising the company.
How India’s Thermax family office leverages hedge funds | Asset Owners
A leading India based single family office shares a fresh perspective on hedge fund investing, and how these traditionally high-risk...
Coller Capital opens Singapore office and hires private wealth head
The new office will support Southeast Asia's growing investor base, led by Peter Wu, who joined from Partners Group.
Fund flexibility tops Singapore family offices’ Budget wishlist
Adding insurance policies to the list of designated investments for single-family offices seeking tax relief and permitting interest-free loans to...
Turkey’s first multi-family office sets out plans for international growth
Özge Doğan, founder and CEO of Karman Beyond – Turkey’s first independent MFO – tells Euromoney why she eschewed a...
Office space management firm Workie bags Rs 13 Cr in equity funding
The funding round was led by prominent backers, including the Sunil Singhania Family Office, NAV Capital, Mr. Raman Roy (Co-founder...
Rockefeller Global Family Office Expands In NY, Texas
Rockefeller's wealth management arm continues to add teams across the country.
After $7M discount, family office boss buys Fisher Island mansion for $21M
Guilherme Federico, CEO and portfolio manager of a Miami-based family office, bought a Fisher Island mansion for $21 million. Records...
The growing need for holistic wealth management — the family office way
In today's sophisticated family offices, investment management extends far beyond stocks and bonds to include direct private equity, which now...
KKR Financial Services Company Rebrands as Kaliber & Company and Relocates its Corporate Offices in New York City
NEW YORK, January 16, 2025--KKR Financial Services Company, a multidisciplinary advisory firm advising wealthy families for over three decades, is...
Two Focus RIAs join hub firm SCS Financial, adding over $10bn
Lake Street Advisors and Edge Capital Group plan to join SCS Financial, SCS Financial, Focus Partners Family Office and OCIO....
Beatrice Advisors Bolsters Investment Team with Appointment of Two Senior Partners
Beatrice Advisors ("Beatrice"), an independent, woman- and minority-owned multi-family office, today announced the appointment of two senior...
Homrich Berg Expands Family Office Services With the Close of $6.4 Billion RIA WMS Partners Acquisition
HB Wealth Management (HB), a leading Atlanta-based fee-only wealth advisor with offices across the Southeast, announces the close of its...
