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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Food Security at the Forefront: Cahero Family Office’s Sustainable Agriculture Investments

Impact Innovation Investments United States of America

MIAMI, FL, UNITED STATES, January 11, 2025 /EINPresswire.com/ -- With a growing global population, the importance of sustainable agriculture has...

EIN Presswire

Univista Insurance mogul Ivan Herrera launches commercial development family office

Insurance Investments Real Estate United States of America

Insurance king Ivan Herrera is jumping into commercial real estate development after partially selling his Univista empire for $700 million,...

The Real Deal

Jack McCluskey Promoted to Senior Vice President at Castle Island Family Office

Investments Leadership Portfolio Management United States of America

Jack McCluskey, Senior Vice President Kevin McCluskey, CEO Promotion Highlights Commitment to Client Success and Expands Leadership in Investment Management...

WANE

Knight-Swift Transportation Holdings Inc. (NYSE:KNX) Holdings Cut by Fortitude Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Fortitude Family Office LLC lowered its holdings in Knight-Swift Transportation Holdings Inc. (NYSE:KNX - Free Report) by 50.2% in the...

MarketBeat

How are family offices revolutionizing wealth management for India’s ultra-rich?

Estate planning Investments Trust services India

India's ultra-wealthy are increasingly leaning towards family offices for wealth management, favoring their personalized, flexible approach over traditional financial institutions....

Economic Times

Fintech startup GrayQuest raises Rs 80 crore from IIFL Fintech Fund, Ranjan Pai’s Claypond Capital

FinTech Startups Venture Capital India

Education-focused fintech startup GrayQuest has raised Rs 80 crore (around $9.3 million) in a Series B equity funding round led...

StartupNews.fyi

Sandstone joins forces with Dhabi Hold Co to elevate $1trln family office sector at summit

Family governance Purpose Strategy United Arab Emirates

Strategic partnership aims to enhance global awareness of the Family Office sector and expand the summit’s reach

Zawya

Investing in small businesses an option for wealth funds, Charles Li says

Investments Private Equity Venture Capital China

Micro Connect pooled more than 11,000 stores and 688 brands in China in 2023, sharing US$113.2 million of revenue with...

South China Morning Post

Here is what sovereign funds and family offices can invest in: small businesses

Investments Private Equity Venture Capital China

Micro Connect pooled more than 11,000 stores and 688 brands in China in 2023, sharing US$113.2 million of revenue with...

South China Morning Post

Europe’s millionaires are taking kids to bespoke events to prepare them for wealth transfer

Estate planning Family governance Succession planning United Kingdom

Founders are scared their kids are too lazy or lack the skills to take over their businesses, so they're trying...

Fortune

India’s family offices are transforming domestic private markets

Investments Private Equity Venture Capital India

Patient family office money is transforming India’s funding dynamics

Moneycontrol

KeyCorp Appoints Robert Weiss to Lead Key Family Wealth Division

Banking Providers Leadership Private Bank United States of America

KeyCorp, a leading financial services company, has appointed Robert Weiss as the new Head of Key Family Wealth.

The Africa Logistics

Many Chinese millionaires are relocating: where are they heading?

Jurisdictions Luxury & Lifestyle Trends China

In 2023, 13,800 Chinese millionaires left the nation, and the number is projected to rise to 15,200 by the end...

Invezz

HK Eases Setting Up Of Family Office Businesses

Estate planning Family governance Investments Hong Kong

China's Hong Kong Special Administrative Region (HKSAR) government on Tuesday announced details of enhancement measures for the New Capital Investment...

Business Today

Synovus Bank Names New Leadership for $11B Family Office Division, Aims to Expand Services

Banking Providers Leadership Trust services United States of America

Synovus appoints Walt Deriso as CEO and Hamilton Hilsman as president of The Family Office, managing $11B in assets with...

Stock Titan

Homrich Berg: Tim Tallach Named As Director Of Advanced Tax Planning And Family Office Services

Estate planning Family governance Tax United States of America

HB Wealth Management (HB), a leading Atlanta-based fee-only wealth advisor with offices across the Southeast, announced the addition of Tim...

Pulse2

Blitzer Family Office Appoints Soccer Lawyer as General Counsel

Family governance Leadership Legal United States of America

Bolt Ventures, the sports-focused family office of billionaire dealmaker David Blitzer, has named a new general counsel in Michelle Hull...

Bloomberg

Hong Kong relaxes investment requirements to lure family offices

Investments Portfolio Management Tax Hong Kong

The government is more closely aligning the new capital investment entrant scheme and family office tax incentives to attract assets.

Institutional Investor

Linda Mack of Mack International shortlisted in 2024 Private Asset Management Awards: Best Consulting Firm for Family Offices and Women in Wealth Advocate of the Year

Best Practices Family governance Leadership United States of America

With Intelligence Private Asset Management magazine (PAM) recently announced Mack International as a shortlist nominee for two prestigious 2024 PAM...

With Intelligence

Weiss to lead family wealth at KeyBank’s multi-family office business

Banking Providers Leadership Succession planning United States of America

Former JPMorgan leader joins amid strong growth for the unit.

KeyMedia

Paragon Opens for Business in Hong Kong

Banking Providers Investments Portfolio Management Hong Kong

Paragon Capital Management has opened for business in Hong Kong after obtaining new licenses from the local regulator.

Finews Asia

J.P. Morgan Nets Ex-Citi Family Office Advisor

Banking Providers Private Bank Recruitment Singapore

A former family office advisor from Citi has joined J.P. Morgan Private Bank in Singapore.

finews.asia

Citi Wealth’s Asia family office advisory head joins JP Morgan

Banking Providers Philanthropy Recruitment Singapore

Faye Ong joins JP Morgan as head of the philanthropy centre Singapore and Southeast Asia.

Institutional Investor

$18B RIA Homrich Berg welcomes tax planning lead to boost UHNW service

Estate planning Family governance Tax United States of America

The Atlanta-based firm is raising its appeal to the affluent with a newly created position within its family office and...

Wealth Professional

Key Bank hires First Republic alum to lead family office

Banking Providers Estate planning Private Bank United States of America

Robert Weiss will be tasked with running $23bn Key Family Wealth, which serves ultra-high net worth clients.

Institutional Investor

Council Post: Family Offices Vs. Wealth Management Firms: Choosing What’s Best For You

Estate planning Impact & ESG Investments United States of America

The decision between a family office and a wealth management firm ultimately comes down to your needs, goals and resources.

Forbes

Former Lombard Odier Banker to Lead Marcuard Family Office

Banking Providers Leadership Succession planning Switzerland

Marcuard Family Office is ushering in a new era as Martin Sutter steps down as CEO after a decade, with...

Finews

Homrich Berg Adds Tim Tallach as Director of Advanced Tax Planning and Family Office Services

Estate planning Family governance Tax United States of America

HB Wealth Management (HB), a leading Atlanta-based fee-only wealth advisor with offices across the Southeast, announces the addition of Tim...

Business Wire

Family office of former Blackstone rainmaker bids for wealth manager

Investments Private Equity WealthTech United States of America

Chinh Chu's CC Capital hopes to succeed where Bain Capital failed.

Institutional Investor

Redefining Future Of The Single-Family Office

Family governance Next Generation Technology United Kingdom

The shape of the family office is changing, with technology and generational movement being among the drivers.

WealthBriefing

Family Office News In Review: The Headlines That Stood Out In 2024

Family governance News Next Generation United States of America

The stories that made the news help paint a picture of what was top of mind for family offices in...

Forbes

Hong Kong enjoys ‘greater investor appeal’ amid Swiss sanctions on Russia

Estate planning Investments Jurisdictions Hong Kong Switzerland

Treasury minister says city more likely to entice investors to set up family offices after Switzerland’s neutral image called into...

South China Morning Post

Swiss stance on Russia may boost family office business in Hong Kong: minister

Family governance Jurisdictions Succession planning Hong Kong

Switzerland’s neutral image affected by Russia-Ukraine war, treasury secretary Christopher Hui says.

South China Morning Post

Linda Mack of Mack International led a thematic roundtable at Campden Wealth’s 19th Annual North American Family Office Forum November 20 and 21 in West Palm Beach, FL

Best Practices Family governance Succession planning United States of America

Every year Campden Wealth's Family Office Forum includes the ability for participants to experience networking by attending a member-led...

PRNewswire

The secretive Saunders family is going all in on lending to the rich

Banking Providers Private Bank WealthTech Australia

The late John Saunders founded Westfield with Frank Lowy. The family investment vehicle sees plenty of opportunities in helping the...

Australian Financial Review

Kopp Family Office LLC Has $15.76 Million Stake in Vericel Co. (NASDAQ:VCEL)

Investments Listed Stocks & Bonds United States of America

Kopp Family Office LLC lessened its stake in Vericel Co. (NASDAQ:VCEL - Free Report) by 18.5% during the 3rd quarter,...

MarketBeat

Vericel Co. (NASDAQ:VCEL) Shares Sold by Kopp Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Kopp Family Office LLC lessened its stake in Vericel Co. (NASDAQ:VCEL - Free Report) by 18.5% during the 3rd quarter,...

MarketBeat

Sarasota family office sues merchant processor over $5M loan

Banking Providers Investments Legal United States of America

The owner of the merchant processing company made false statements about his business on several occasions, including while investors attended...

BizJournals

Family offices double down on startup bets

Investments Startups Venture Capital India

India Business News: Indian family offices are increasingly investing in startups across various sectors like chip technology, robotics, and green...

Times of India

Bankers say new tax concessions to boost Hong Kong’s status as family office hub

Banking Providers Private Bank Tax Hong Kong

UBS, JPMorgan and BNP Paribas among key players seeking to attract family offices.

South China Morning Post

Fortitude Family Office LLC Has $2.92 Million Stake in Microsoft Co. (NASDAQ:MSFT)

Investments Listed Stocks & Bonds Portfolio Management United States of America

Fortitude Family Office LLC increased its holdings in Microsoft Co. (NASDAQ:MSFT - Free Report) by 79.5% in the third quarter,...

MarketBeat

Growing influence of family offices in India

Family governance Succession planning WealthTech India

What happens when wealth management evolves into a driving force for economic transformation? The Family Office Excellence Awards, presented by...

CNBC TV-18

Major family offices, PE funds set sights on majority stake in Haier India: Report

Investments Ownership Private Equity India

Warburg Pincus has partnered with Sunil Mittal of Bharti Enterprises, while Bain Capital has teamed up with Puneet Dalmia's family...

Moneycontrol

CNBC-TV18 on LinkedIn: Celebrating visionary wealth creators and impact: Family Office Excellence…

Family governance Impact Innovation India

Honoring the visionaries shaping India's future! The Family Office Excellence Awards 2024 spotlighted trailblazers transforming wealth into innovation, social...

CNBC-TV18

Suit Dropped Against Home Depot Co-Founder’s Family Office

Legal PR & Reputation Management United States of America

Two former employees have agreed to dismiss their lawsuit against the family office of Home Depot co-founder and Atlanta Falcons...

Law360

Former Employees Drop Lawsuit Against Arthur Blank’s Family Office

Legal PR & Reputation Management United States of America

Two former flight attendants have dismissed their lawsuit against Arthur Blank’s family office, where they claimed forced overtime and mistreatment....

USA Herald

Celebrating visionary wealth creators and impact: Family Office Excellence Awards 2024

Impact Innovation Investments India

As India accelerates toward a $10 trillion economy, family offices are emerging as the architects of a new economic narrative....

CNBC-TV18

Craft Technologies partners with Infinity Capital for AI investment solutions in Singapore

FinTech Investments Technology Singapore

Craft Technologies partners with Infinity Capital for AI investment solutions in Singapore

biz.chosun.com

How Gen X and millennials are changing the face of the traditional family office as they inherit over $80 trillion

Estate planning Family governance Succession planning United States of America

The Great Wealth Transfer is underway, and Gen X and millennials are expected to inherit about $85 trillion by 2048,...

CNBC

The ‘Hands-On’ VC Fund Approach Of Switzerland’s Infinitas Capital

Investments Startups Venture Capital Switzerland

We talk to a Swiss single-family office that is making waves, it says, in biotech and disruptive technologies.

Wealth Briefing

Sponsored Love: Thomas J Kent Jr. Of Kent Global LLC And The Kent Family Office, To Support The Growth Of Black Businesses

Impact Philanthropy United States of America

In an era when economic parity remains an issue, Thomas J. Kent Jr. is making a huge difference. Thomas J....

Institutional Investor

Family Office Deals Study

Family governance Investments Real Estate Netherlands

Direct and real estate investments by family offices in Europe.

PwC

Alnahdi Family Office Topping the List of the Top Workplaces in Saudi for 2024 in the Category of Small Companies

Best Practices Leadership Recruitment Saudi Arabia

Reflects the company’s outstanding commitment to building a workplace culture rooted in excellence

Zawya

In an increasingly complex environment, UHNW families in Asia seek bespoke wealth solutions

Banking Providers Family governance Succession planning Singapore

J.P. Morgan Private Bank’s global team addresses the growing complexities of multigenerational wealth with experience, resilience and adaptability.

South China Morning Post

Billionaire Dyson’s Family Office Hires Ex-Amundi Stock Picker

Family governance Investments Portfolio Management United Kingdom

James Dyson’s family office hired a former Amundi SA executive to help oversee its financial assets, the latest in a...

Bloomberg

Fidelity-Owned Group of 2,000 Family Offices Gets New Leader

Investments Leadership Succession planning United States of America

A family office group owned by Fidelity Investments’ parent company appointed Kimberly Sheehy as its new head, tapping a veteran...

AdvisorHub

FamilyOfficeHK BrandVoice: Hong Kong’s Family Office Evolution: Building Bridges With The Middle East Through Legacy And Innovation

Family governance Innovation Investments Hong Kong

As Hong Kong cements its position as Asia’s premier family office hub with over 2,700 establishments, the city’s unique blend...

Forbes

Asset owner highlights 2024: Alibaba Joe Tsai’s family office on sports investment; are ETFs useful? | Asset Owners

Investments Ownership Private Equity China

From sports, China LBO to distressed PE, sky is the limit when it comes to investment for family offices. At...

AsianInvestor

Asian investors chase private market exposure despite hazards

Investments Private Equity Risk China

Both institutional investors and family offices are planning big increases despite challenging conditions.

Asian Investor

Virtu Financial seesaws as holder Pulte Family office calls for sale (NASDAQ:VIRT)

Investments Listed Stocks & Bonds Ownership United States of America

Financial services firm Virtu Financial (VIRT) faces pressure to sell itself from activist investor Pulte Family Office.

Seeking Alpha

Activist Investor, Pulte, Calls for Virtu Financial to Be Sold

Investments Listed Stocks & Bonds Ownership United States of America

The Pulte Family Office, a current activist shareholder in Virtu Financial and the founding family of one of the nation's...

PRNewswire

Inside the Future-Ready Family Office

Estate planning Family governance WealthTech United States of America

As the wealth of family offices explodes, that enormous growth drives collaboration, increased sophistication and changing needs in the space.

Middle Market Growth

Private credit allocations dominate among ME single-family offices

Investments Portfolio Management Private Equity United Arab Emirates

Private investments continue to attract single-family offices, but many are also bullish on the US, following Donald Trump's decisive election...

Institutional Investor

The Family Office in 2025: Understanding and Managing Complexity

Estate planning Family governance Strategy United States of America

A practical framework for all involved.

Wealth Management

Family offices face hidden risks in making direct investments

Investments Risk Risk management United States of America

Family offices, the in-house investment and service firms of high-net-worth families, have increasingly been making direct investments in private companies.

NBC Philadelphia

Homrich Berg To Buy $6.4 Billion WMS Partners Multi-Family Office And RIA

Investments Portfolio Management WealthTech United States of America

HB Wealth Management (HB) - a leading Atlanta-based fee-only wealth advisor with offices across the Southeast - announced it has...

Pulse2

Family Offices Bet Big on India’s Growth-Stage Start-ups

Investments Startups Venture Capital India

Family offices bring patient capital to Indian start-ups and bridge the gap between entrepreneurial ambition and financial backing.

Outlook Business

Inside Gloucester Circus: the family office which managed to catfish London’s VC ecosystem

Investments Risk Venture Capital London

Although the VCs, family offices and even the lawyer that often accompanied Ian Slater were real, his promises of money...

Sifted

Setting Sail For 2025 And Steering Through Transformative Tides

Foresight Impact Innovation United States of America

Set sail for 2025 with strategies and frameworks to navigate AI, sustainability, and global shifts. Empower family offices to thrive...

Forbes

How a Singapore based single family office is backing deep tech startups

Innovation Startups Venture Capital Singapore

Canaan Ventures, a Singapore based single family office, is driving innovation by investing in transformative startups. With a contrarian approach...

Asian Investor

Office sale underscores owner-user dealmaking in Los Angeles

Ownership Real Estate Los Angeles

CenterCal Properties sold El Segundo property to family office for $9.2 million

CoStar

Wytrwal Industries Presents at the Family Office Super Summit

Investments Investor Behavior Risk United States of America

Wytrwal Industries Founder and CEO provides an overview of Anti-Fragile Investments during Uncertain Times. KEY BISCAYNE, FL, UNITED STATES, December...

EIN Presswire

Hong Kong’s Financial Services Chief Promotes Family Office Opportunities in Indonesia

Estate planning Family governance Hong Kong Indonesia

SFST promotes Hong Kong's strengths as a family office hub to the Indonesian community. The Secretary for Finance is actively...

Bastille Post

Digital Fusion Summit Unites Family Offices and Institutional Investors to Explore Digital Asset Opportunities in Dallas

Cryptocurrency Digital Assets Investments United States of America

Dallas, United States, Texas, September 28th, 2024, Chainwire Event Highlights Strategies for Integrating Digital Assets into Traditional Finance Portfolios On...

CryptoSlate

Premji-Ranjan Pai family offices to board Akasa with big stake buy

Investments Private Equity Venture Capital India

Akasa Air is securing a $130-140 million investment from a consortium led by Premji Invest and Claypond Capital. The Jhunjhunwala...

Economic Times

Key Trends in the Family Office Market

Banking Providers Estate planning Family governance United States of America

The Family Office Market has emerged as a pivotal sector within the financial landscape primarily catering to the unique wealth...

Open PR

Belgrade Family Office: A Gateway to Serbian Residency and Investment – IMI

Estate planning Investments Jurisdictions Serbia

Belgrade Family Office: Because sometimes the smartest move in European finance and wealth management is just outside the EU

IMI Daily

Homrich Berg to acquire Maryland RIA WMS Partners

Investments Private Bank WealthTech United States of America

US-based wealth advisor Homrich Berg Wealth Management (HB) has agreed to acquire WMS Partners, a Maryland-based multi-family office and registered...

Private Banker International

Competing family office hubs flaunt high-profile sign-ups

Family governance Investments Jurisdictions Hong Kong Singapore United Arab Emirates

Hong Kong, the UAE and Singapore are looking to burnish their family office credentials by touting the business moguls they...

Institutional Investor

Hermes Family in Talks to Invest in French Insurer Albingia

Family governance Insurance Investments France

A family office backed by members of the Hermes fortune are among the likely buyers of French insurer Albingia, in...

Insurance Journal

Singapore’s new family office framework raises compliance standards

Compliance Governance Oversight Singapore

Singapore has introduced tougher rules for family offices, tightening compliance to deter misuse while allowing more operational flexibility. The move...

Asian Investor

Jadewell Family Office gets type 4 and 9 licences

Banking Providers Investments Private Bank Hong Kong

The Hong Kong-based family office was launched by former Morgan Stanley banker Ann Yu earlier this year.

Institutional Investor

Family Offices Increase Their Appetite for Risk Thanks to Solid Regulation

Investments Risk Risk management

According to a new report by Ocorian, a specialized provider of services for high-net-worth individuals, family offices, financial institutions, asset...

Funds Society

Singapore Property Billionaires Seek Middle East Opportunities With Abu Dhabi Family Office

Family governance Investments Real Estate United Arab Emirates

Raj Kumar and Kishin RK—the father and son billionaires partners behind one of Singapore’s biggest commercial landlords—are setting up a...

Forbes

Singapore’s youngest billionaire Kishin RK, father set up Abu Dhabi family office

Estate planning Family governance Investments Singapore

Singapore’s father and son billionaire duo, Raj and Kishin Kumar, are establishing a family office in Abu Dhabi to manage...

VnExpress International

Power Gummies raises Rs 10 Cr led by Jaipuria Family Office and Quadrant

Investments Startups Venture Capital India

Power Gummies, a gummies brand, has raised Rs 10 crore in its bridge round led by the Jaipuria Family Office...

Entrackr

Philippines’ Khos Set Up Family Office in Hong Kong

Estate planning Family governance Investments Hong Kong

Hong Kong has successfully attracted the Philippines’ Khos, who run a 40-year conglomerate, to set up a family office in...

Finews Asia

Investors, Founders & Family Office Night Mixer – The Official Invite-Only Side Event of Bitcoin MENA Conference

Cryptocurrency Investments Venture Capital United Arab Emirates

Abu Dhabi, UAE – On December 9th, 2024, the historic first Bitcoin MENA Conference kicked off with an exclusive side...

CryptoSlate

Family Offices in Asia: The Ultimate Guide

Estate planning Family governance Investments China

In recent years, Asia has emerged as a powerhouse in the global economy, and with this economic growth comes a...

4Hoteliers

2024 Family Office Trends Round-Up

Estate planning Family governance Succession planning United States of America

Are you curious about the forces reshaping Family Offices in 2024? Read this article to discover the top trends shaping...

Forbes

The Family Office launches goal-based investing platform

Behavioral Finance Portfolio Management WealthTech United Arab Emirates

Redefining wealth management

Zawya

Modern Family: The Resurgence of Family Office Enterprises

Family governance Investments Legal United States of America

2024 has seen a number of emerging trends for family offices; there are over 7,000 family offices worldwide managing assets...

ALM

Singapore property tycoons plan family office in Abu Dhabi

Estate planning Family governance Real Estate United Arab Emirates

Raj Kumar and Kishin RK oversee an estimated US$10 billion property portfolio in Singapore. Read more at straitstimes.com.

Straits Times

Top Artificial Intelligence Concerns For Family Offices

Cyber Security Risk Management Technology United States of America

The author of this article, an expert in the world of security, talks about AI and the risks involved. He...

WealthBriefing

Family Office Summit unites global leaders in investment and innovation

Innovation Investments Leadership United Arab Emirates

Groundbreaking Discussions and First-Time Visitors Highlight Fourth Summit Success in Abu Dhabi

Zawya

Single family office (SFO) v multi-family office (MFO): Key differences, benefits and drawbacks

Estate planning Family governance Succession planning United Kingdom

The decision between a single-family office and a multi-family office depends on a family’s needs, financial situation and long-term goals.

Spear's

Redefining wealth management: The Family Office launches goal-based

Behavioral Finance FinTech WealthTech United Arab Emirates

The Family Office, a leading wealth management firm in the GCC, has launched its new goal-based investing platform Financial Goal,...

Arab News

HSBC targets secondaries, co-investments with family office programme

Banking Providers Investments Private Bank Hong Kong

The programme involves both GP-leds and LP-leds, Mathieu Forcioli, global and APAC head of alternatives for HSBC Global Private Banking,...

Secondaries Investor

Family Wealth Alliance Pricing Study: Raise Fees Or Risk Losses

Benchmarking Competitive Analysis Strategy United States of America

The wealth management sector dreads having to raise fees, and many family offices haven't hiked them since 2021, worried about...

WealthBriefing

Ex-family office trader challenges crypto’s ‘HODL’ culture | Alternatives

Cryptocurrency Risk management Venture Capital China

A former Peter Thiel family office macro trader wants to bring Wall Street risk management to cryptocurrency investing and is...

Asian Investor

Why a single family office is side stepping the AI hype | Asset Owners

Investments Portfolio Management Risk Singapore

Singapore based single family office Wellco Capital is rebalancing its portfolio with a focus on cash flow resilience and undervalued...

Asian Investor

The professionals working for the super-rich

Concierge Services Luxury & Lifestyle Recruitment Spain

From private tutor to lifestyle consultant, the people who work for the rich and powerful are usually highly specialized, flexible...

El País

The family offices doing the most deals in European healthtech

Health & Longevity Investments Venture Capital Netherlands

Sifted dug into the data to see which are making the most direct investments into the sector

Sifted

Demo Day 2024: Gusto Food & Beverage Program Showcases Scalable Innovation

Innovation Startups Venture Capital India

December 6, 2024 The Gusto Food & Beverage Program, an initiative by Gruhas, Jubilant Bhartia Family Office, DLF Family Office...

Devdiscourse

Changes In The Wealth Advisory Industry Heading Into 2025 And Beyond

FinTech Investments WealthTech United States of America

Whether you’re looking for a new wealth advisor or thinking about taking a more hands-on approach. Here are two ways...

Forbes

Raffles Family Office Names MidEast Board Advisor

Family governance Leadership Next Generation Hong Kong

Hong Kong-headquartered Raffles Family Office welcomes a fifth-generation member of a prominent business family in the Middle East as a...

Finews.asia

Why this family office invests in music and mayhem

Insurance Investments Australia

Natural catastrophe reinsurance and music royalties have been big winners for PG3, the family office of the founders of Partners...

ioandc.com

Raffles Family Office Expands Middle East Presence with New Board Advisor

Banking Providers Private Bank WealthTech Investments United Arab Emirates

Raffles Family Office Expands Middle East Presence with New Board Advisor - Asian Wealth Management and Asian Private Banking.

Hubbis

Unlocking Cross-Border Private Markets: Tax-Efficient Structuring For Global Family Offices

Jurisdictions Risk Tax United States of America

Geopolitical uncertainty and jurisdictional risks are driving an increasing number of family offices to diversify geographically. However, that creates new...

WealthBriefing

Navigating Global Family Office Hubs: Family Office Setups, Tax Strategies, and Succession Planning Across Hong Kong, Singapore, and the UAE

Family governance Succession planning Tax Hong Kong Singapore United Arab Emirates

Asian wealth management, Asia wealth management, Asia private banking, Asian private banking, Asian wealth management news, Asia wealth management news,...

Hubbis

Ray Dalio’s Latest Project: An Online Training Course for All Investors

Behavioral Finance Investments Investor Behavior United States of America

Ray Dalio has published best-selling books detailing his views on life, work and geopolitics. Now the founder and former chief...

Investopedia

Singapore family office eyes scalable food and beverage investments | Asset Owners

Impact Impact & ESG Investments Singapore

Two Trees Capital, the Genting Group’s single-family office, is targeting sustainable investments in Asia’s booming food and beverage sector, focusing...

Asian Investor

Raffles FO hires board advisor in Middle East push

Investments Leadership Strategy Hong Kong United Arab Emirates

The Hong Kong multi-family office turns to a member of a wealthy local business family to help grow its business...

Institutional Investor

IAM and multi-family office launches in Geneva

Estate planning Family governance Trust services Switzerland

Ramzi Mouawad’s new firm wants to redefine the multi-family office model.

Citywire

Europe’s billionaires are struggling to find talent to manage their fortunes

Luxury & Lifestyle Next Generation Recruitment France Germany Spain Switzerland

Europe’s ultra-wealthy need to find staff from outside the family as younger generations forge their own path.

Fortune

Europe’s billionaires—who pay their family office CEOs just $370,000 a year—are worried they can’t find the talent to manage their fortunes

Investments Next Generation Recruitment Netherlands

Europe’s ultra-wealthy need to find staff from outside the family as younger generations forge their own path.

Fortune

New family office emerges as Hains family splits its wealth

Investments Portfolio Management WealthTech Australia

One of Australia’s most private investing families is rearranging its finances following the death of patriarch and pioneering hedge fund...

Australian Financial Review

Three key trends in private wealth

Investments Private Equity Trends United States of America

GPs forge ahead with private wealth strategies as investor appetite for evergreen private markets vehicles continues to grow.

Private Equity International

Family offices queue up to add semi-liquids

Investments Portfolio Management Private Equity United States of America

The choice, flexibility and exposure provided by these vehicles is increasingly appealing to the family office market

Private Equity International

‘Fake’ Family Offices To Be Squeezed Out With New Benchmark

Benchmarking Data Governance United Kingdom

The programme to set definitions of what a family office is has been launched by a members' club group for...

WealthBriefing

Family office Fund, FIGR Ventures aims to support mission driven consumer product innovation

Impact Innovation Startups United States of America

Making real change involves taking risks, so FIGR is open to leading rounds and funding first-time founders.

Tech.eu

Ray Dalio’s Latest Project: A Training Course for Family Office Investors

Best Practices Investments Investor Behavior United States of America

Ray Dalio has published best-selling books detailing his views on life, work and geopolitics. Now the founder and former chief...

Investopedia

Professional mindset key to playing happy family offices

Best Practices Governance Strategy United States of America

Many principals underestimate the complexities of running a family office, with challenges extending far beyond wealth management, making sustainability a...

PWMNet

Entrust Family Office offers complete wealth management solution to HNIs

Concierge Services Portfolio Management WealthTech Investments India

Entrust redefines wealth management for India’s millionaires, offering bespoke family office services and mentoring for long-term success.

The Hindu

Abu Dhabi: How the ‘capital of capital’ became a magnet for UHNWs

Innovation Luxury & Lifestyle Real Estate United Arab Emirates

From capital to culture, sports to science, Abu Dhabi is establishing itself as one of the most influential and innovative...

Spearswms

Dan Lounsbury Family Office expands AI and Blockchain efforts

Cryptocurrency Digital Assets Technology United States of America

The Dan Lounsbury Family Office is pleased to announce its acquisition of a controlling interest in NFTracker net, a groundbreaking...

Open PR

Fortitude Family Office LLC Has $2.32 Million Position in Amazon.com, Inc. (NASDAQ:AMZN)

Investments Listed Stocks & Bonds Portfolio Management United States of America

Fortitude Family Office LLC boosted its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 100.6% during the 3rd quarter, according to its...

MarketBeat

Passion Assets: Luxury To Legacy

Investments Luxury & Lifestyle Luxury & Lifestyle Investments United States of America

The world of collectibles – ranging from fine wine to classic automobiles – is a fascinating one, and also one...

Wealth Briefing

Independent Family Office LLC Makes New Investment in iShares Bitcoin Trust (NASDAQ:IBIT)

Cryptocurrency Digital Assets Investments United States of America

Independent Family Office LLC purchased a new position in shares of iShares Bitcoin Trust (NASDAQ:IBIT – Free Report) in the...

MarketBeat

4,100 Shares in MicroStrategy Incorporated (NASDAQ:MSTR) Acquired by Independent Family Office LLC

Investments Listed Stocks & Bonds Software United States of America

Independent Family Office LLC bought a new position in shares of MicroStrategy Incorporated (NASDAQ:MSTR – Free Report) during the third...

MarketBeat

Milemarker Empowers RIA’s, Family Offices & Broker Dealers with AI-Ready Data Solutions and Industry-Leading Data Model

Data FinTech WealthTech United States of America

All-in-one data platform enables firms to own, control, and maximize the potential of their data for unparalleled insights and growth....

Accesswire

Richardson family office partners with Australasia’s largest PE firm

Investments Private Equity Australia

The investor is looking to make its mark in the Indo-Pacific region

The Business Desk

Emerging VC Managers: A Family Office Perspective

Investments Portfolio Management Venture Capital United States of America

Family offices once favored big-name VCs, turning to emerging managers only when access was limited. Now, many intentionally allocate to...

Forbes

Igor Strehl Launches Dunaj Family Office Consulting in Vienna

Banking Providers Real Estate WealthTech Austria

With the founding of Dunaj Family Office Consulting 24/7 GmbH, Igor Strehl, an experienced expert in the field of financial...

Vindobona

Masttro Launches Next-Gen Platform for Wealth Management

FinTech Next Generation WealthTech

Masttro announces the availability of its new platform, built for easier and more powerful wealth management.

Business Wire

New Cincinnati multifamily office firm Argentarii expands with local merger

Banking Providers Portfolio Management Real Estate United States of America

New Cincinnati shared family office firm Argentarii has added expertise by merging local consulting firm Coppertree into its operations.

BizJournals

Configuring Right Tools For Your Family Office: Considerations For Tech, Operations and

Operations Technology WealthTech New York City

An overview and summary of a panel discussion at this news service’s recent family office technology summit in New York...

WealthBriefing

The appeal of Tokyo real estate for one Singapore family office | Alternatives

Investments Real Estate Venture Capital Japan

A single family office’s analysis highlights Japan’s real estate market as an increasingly attractive global investment destination, offering both stability...

Asian Investor

Shipping Magnate Pivots Her $6 Billion Fortune Towards Equities

Investments Listed Stocks & Bonds Portfolio Management Greece

The family office for Maria Angelicoussis, Greece’s richest shipping magnate, is boosting publicly traded investments after notching up huge gains...

gCaptain

Family offices need to evolve to meet the changing needs of wealthy clients

Investments Portfolio Management WealthTech United States of America

Several key pillars are identified by a report from Morgan Stanley.

KeyMedia

Raffles Family Office Adds Ex-UBS Duo in Hong Kong

Banking Providers Private Bank Recruitment Hong Kong

Hong Kong-based Raffles Family Office has hired two former UBS executives to join its home office.

finews.asia

New status symbols: How India’s family offices are redefining the investment paradigm

Investments Next Generation Real Estate India

High-profile real estate purchases still make the headlines. But for a new generation of family offices, real estate investments no...

LiveMint

Invesco signs partnership with multi-family office

Banking Providers Investments WealthTech United States of America

Multi-family office Tabono Capital has announced a partnership with Invesco to help serve ultra-high-net-worth clients.

Institutional Investor

Tracking Stanley Druckenmiller’s Duquesne Family Office Portfolio

Investments Listed Stocks & Bonds Portfolio Management United States of America

Duquesne Family Office’s 13F portfolio increased from $2.92B to $2.95B, with 29 significant holdings. Check out the new stakes and...

Seeking Alpha

Boston Family Office LLC Makes New Investment in Eastern Bankshares, Inc. (NASDAQ:EBC)

Banking Providers Investments Listed Stocks & Bonds United States of America

Boston Family Office LLC acquired a new position in shares of Eastern Bankshares, Inc. (NASDAQ:EBC – Free Report) in the...

MarketBeat

UBS targets rich women as return to Australia strategy shapes up

Banking Providers Private Bank WealthTech Australia

UBS Group is returning to wealth management in Australia after it exited almost a decade ago, tapping the Credit Suisse...

Business Times