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.
The family offices investing most in European climate tech
We analysed family offices to see which are making the most direct investments into European climate tech startups.
MG Developer Shines At IMN’s 9th Annual Family Office & Private Wealth Management Forum – Haute Residence
MG Developer, a key player in South Florida’s real estate sector, demonstrated its leadership in innovative financing strategies at the...
BMO Family Office’s top gatekeeper exits firm
John Banker, who was the head of investment research at the firm, is at least the second member of BMO...
US family office looks at bridge financing plays in Asia | Alternatives
The principal of New York-based Peninsula House sees opportunity in short-term financing to the challenged real estate sector in markets...
Zurich and Lugano multi-family offices to merge
The merged entity will have over 70 staff and use the Veco brand.
Are these the six future-proofing strategies family offices need to stay ahead?
A new report from Morgan Stanley highlights six key areas family offices should prioritise to future-proof their operations.
London: Holding Court Or Losing Ground As A Family Office Hub?
It’s a place where history breathes life into modern finance and London’s corridors have long resonated with whispered deals.
NIKE, Inc. (NYSE:NKE) Shares Sold by Boston Family Office LLC
Boston Family Office LLC cut its stake in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 4.5% during the...
Boston Family Office LLC Has $16.27 Million Stake in Chevron Co. (NYSE:CVX)
Boston Family Office LLC reduced its stake in Chevron Co. (NYSE:CVX – Free Report) by 2.8% during the 3rd quarter,...
Dubai Emerges as Hub for Family Offices
Dubai’s financial hub is now home to family offices that control more than $1.2 trillion in assets. Deutsche Bank’s Head...
Biltmore Family Office LLC Acquires 8,288 Shares of Broadcom Inc. (NASDAQ:AVGO)
Biltmore Family Office LLC increased its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 1,050.4% in the...
China slowdown-hit companies diversify into family office services
Hong Kong property broker, computer trader tap rising demand for wealth protection
Oil dynasty’s family office turns away from London
Bertrand Coste says business will be easier for Clerville, which manages money for the Schlumbergers, in the EU
Single family office bets on India’s emerging fund managers | Asset Owners
GreenBear Group is backing India’s emerging fund managers, recognising their local expertise and agility in a rapidly transforming market.
Biltmore Family Office LLC Invests $337,000 in Texas Pacific Land Co. (NYSE:TPL)
Biltmore Family Office LLC bought a new stake in shares of Texas Pacific Land Co. (NYSE:TPL – Free Report) in...
Council Post: Family Offices Adapt With Innovative Financial, Investment Solutions
The transformation of family offices into powerful investment entities has been driven by the adoption of innovative financial solutions and...
Wealthy Indian diaspora powering growth of family offices
The Indian diaspora have become the main Asian group to embrace the family office concept over the past two years....
Zepto Raises $350 Million in Domestic Funding Round
The funding round at Zepto included investments from Indian HNIs, family offices, and leading financial institutions.
Building Stronger Family Offices by Sharing Knowledge and Securing the Future
Wharton management professor discusses the objectives and key takeaways of the Wharton Global Family Alliance’s 2024 Family Office Survey. Read...
Skypointer: Family Office Focused Fund Closed At $30 Million
Skypointer Capital, a firm operated by a dedicated management team with experience across the investment and operational lifecycle, announced the...
Ex-Brookfield Hedge Fund Boss Joins Billionaire Family’s Firm
The investment office for Brazil’s billionaire Moreira Salles family hired Jason Siegel, the former head of Brookfield Asset Management’s multi-strategy...
Dubai-based family offices manage over $1 trillion in assets: report
Dubai’s financial hub is now home to family offices that control more than $1 trillion in assets, a Bloomberg report…
Bill Hwang Sentenced to 18 Years in Prison in $36B Family Office Case
His conviction for fraud and market manipulation was tied to collapse of Archegos Capital Management.
Finance minister II: Johor Forest City to announce family office incentives and criteria in early 2025
KUALA LUMPUR, Nov 21 — Forest City’s plans to become a hub for family offices are progressing steadily, with details...
Future-Ready Family Office: 6 Key Focus Areas
Morgan Stanley Identifies 6 Key Focus Areas for the Future-Ready Family Office
Dubai-based family offices manage over $1tn in assets
Dubai’s financial hub is now home to family offices that control more than $1tn in assets, driven by the influx...
Archegos Founder Bill Hwang Is Sentenced to 18 Years
Mr. Hwang was convicted in July for his role in the collapse of his investment firm that caused roughly $10...
Igor Strehl Launches Dunaj Family Office Consulting in Austria
Igor Strehl, CEO of Dunaj Family Office Consulting Ex-Banker Igor Strehl redefines excellence in Austria’s investment, relocation, and real estate...
Should you consider opening a family office?
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Family offices increase exposure to alts
Family offices increase exposure to alts
Dubai-based family offices now manage over $1 trillion in assets
Dubai has emerged as a major hub for family offices, with entities in the city managing over $1 trillion in...
Johor Forest City’s plans for family offices gain pace, with details in early 2025: Minister
There is a place for Malaysia in the wealth management business as an alternative location, experts say. Read more at...
Why You No Longer Need To Be A Billionaire To Have Your Own Family Office
In 1882, John D. Rockefeller, the world’s richest man, created the first full-service single-family office in the U.S. to manage...
The Family Office Cybersecurity Report 2024 | The Family Office Insights Series
Family Office Cybersecurity Report explores the evolving threat landscape and highlights key strategies for safeguarding sensitive data, assets, and operations.
Colliers: Commercial Real Estate Set for 2025 Rebound as Private Investors Lead Market Recovery
Global real estate markets show signs of recovery with stabilizing asset values and increasing private investment. New Colliers report reveals...
Appetite for Risk Among Family Offices Expected to Increase
Heightened regulation of riskier assets is a key reason family offices feel better about taking on risk, while allocations to...
Investor Says He’s Lost More Than $30 Billion Of His Wealth As He Tries To Avoid Huge Payment
Bill Hwang, the founder of Archegos Capital Management, lost over $30 billion following the 2021 collapse of his family office.
Advyzon To Rollout New Platform For UHNW Clients
Auria will combine portfolio management, performance reporting, CRM and other tools.
Deciding when to hire senior philanthropic staff for a family office
At the end of the day, it’s not just about wealth. It’s about what your wealth can accomplish. Together, you...
MG Developer Participates in IMN’s 9th Annual Family Office & Private Wealth Management Forum
MG Developer, a leading name in South Florida’s residential and commercial real estate development scene, proudly announced its participation in…...
Zodia, RFOG & QCP team up to boost digital assets
Zodia Custody is partnering with Raffles Family Office Group and QCP to enhance digital asset services for institutional investors across...
Stanley Druckenmiller’s Duquesne Family Office Updates Third Quarter Holdings
Renowned investor Stanley Druckenmiller, known for his tenure as a portfolio manager at Soros’ Quantum Fund, has updated the holdings...
Alternatives, Rising Risk Concerns In Focus At Family Office Investment Summit
Our US correspondent reports on more of the conversations that took place at this year’s annual investment summit for family...
Editorial | Family office summit in Hong Kong shows road to wealth
Hong Kong event not only enables high-fliers to grasp challenges arising from new regional and global order, but also opportunities...
Advyzon teases new ultra-high-net-worth offering
The fintech giant’s upcoming all-in-one solution for UHNW clients and family offices combines portfolio management, performance reporting, and CRM into...
Family Office Assets Under Management Market Is Booming Worldwide
HTF MI recently introduced Global Family Office Assets Under Management Market study with 143+ pages in-depth overview, describing about the...
Hong Kong’s emergence as global family office powerhouse
The family office sector in Hong Kong is set for significant transformation in 2025 and beyond, driven by several emerging...
Hong Kong eyes rich Europeans with London, Paris, Milan on family office agenda
Top InvestHK official sets off on week-long trip to Europe to meet family office representatives and speak at finance forum.
Why this founder is investing $70m in start-ups
From a childhood that was “pretty tough” in parts, Dom Pym founded 22 companies including neobank Up, which he sold...
2024 FBS Summit: Hong Kong event gathers family business owners
More than 100 business owners gathered at the closed-door, principals-only 2024 Family Business Summit in Hong Kong over the weekend.
TiE Global Summit 2024 to Host Family Office Event
Madan Padaki, President of TiE Bangalore and Chair of TiE Global Summit 2024, emphasised the summit’s mission, stating, ‘With the...
Boston Multi Family Office to acquire Aqua Group
Boston Multi Family Office has announced the acquisition of Aqua Group, a family office business based in Jersey, Malta and
Druckenmiller Leads Family Offices Boosting US Bank Stock Bets
Stanley Druckenmiller’s family office led investment firms for the world’s rich in boosting allocations to US bank shares last quarter,...
The top 10 family offices for startup investments
CNBC partnered with Fintrx to analyze single family offices that made the largest number of investments in private startups in...
Pathstone appoints former Schwab Family Office executive as Chief Growth Officer
Pathstone, a nationally recognized advisory firm, announced it appointed Eddie Brown as chief growth officer. With more than 25 years...
Family offices to see longer wait times for SG licenses with incoming rules
The application process to get a license for a single family office can now take up to 18 months as...
Council Post: The Future Of The Family Office Is The Fundamentalist Family Enterprise
The odds are indeed stacked against family offices and especially family enterprises.
$112B Pathstone taps ex-Schwab family office leader as chief growth officer
The ultra-high-net-worth RIA’s newest executive, who’s also a Fidelity alum, is tasked with fueling strategic growth and innovation to strengthen...
Pathstone Appoints Eddie Brown as Chief Growth Officer, Tapping Former Schwab Family Office Industry Executive
Brown’s move signals a bold expansion strategy as Pathstone ramps up industry-leading Family Office Services for Ultra-High-Net Worth (UHNW) clients...
Should You Outsource Your Investment?
This article discusses the benefits and challenges of outsourcing investments in Family Offices. Discover the key factors to consider when...
Hemisphere Ventures Expands into Southeast Asia with New Singapore Office
Hemisphere Ventures, a U.S.-based venture capital and consulting firm, has opened its first Southeast Asia office in Singapore. The firm...
UHNW Institute Podcast on ‘Evolving Family Enterprise’ Features Five Family Office Experts in Roundtable Discussion
Pat Soldano, Policy and Taxation Group President, Moderates Panel
Wirehouse expands family office platform as client needs evolve
Which wirehouse firm has enhanced its family office solution?
Study reveals pay of Swiss single-family office CEOs
While CEOs saw an 8% increase in total compensation, CIOs and CFOs experienced a significant decrease.
What is private capital and why is it so attractive for family offices?
The rise of private capital is evident in the numbers. According to RBC Wealth Management and Campden Wealth’s “The North...
Goldman Sachs Family Office starts expanded platform for family offices
The Goldman Sachs Group has developed a family office platform that provides simplicity, choice, and flexibility to its private wealth...
Family offices becoming ‘economic powerhouse’ in private company deals
Family offices are increasingly bypassing private equity funds and buying stakes in private companies directly, according to a new survey.
Questmont Virtual Family Office Can Help With Your Financial, Legal & Accounting Needs
Questmont Virtual Family Office streamlines and manages every important aspect of your finances – from legal matters and insurance to...
Global Family Offices Market Expected to Reach USD 29.8 Billion by 2033
Global Family Offices Market Statistics: The global family offices market is expected to reach USD 29.8 Billion by 2033, exhibiting...
Wouter Kneepkens, Partner at Blauwpark Partners, on family offices trends in Singapore
In a recent fireside chat, Wouter Kneepkens, Partner at Blauwpark Partners, shared his extensive knowledge on the evolving landscape of...
Microsoft Co. (NASDAQ:MSFT) Shares Sold by Duquesne Family Office LLC
Duquesne Family Office LLC decreased its holdings in Microsoft Co. (NASDAQ:MSFT – Free Report) by 64.0% during the second quarter,...
Ultra wealthy seek a new kind of family office talent as they move to UAE
Family offices have needed to adopt more innovative business models to address the changing requirements of the UAE’s affluent families.
D.R. Horton family buys land for office near Waterside
An entity tied to the nation’s largest homebuilder has purchased 5 acres near the Waterside shopping center with tentative plans...
Technology: Navigating Current Challenges And Future Opportunities
An overview and summary of this news service’s family office technology summit in New York City.
Mercer Advisors Expands Multi-Family Office Capabilities With the Addition of Waypoint Capital Advisors
Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Waypoint Capital.
Key Private Bank’s MFO Arm Adds To Team
The new joiners work in the multi-family office part of the Cleveland, Ohio-headquartered banking group. Two of the individuals are...
Weekly Digest: CIC’s deputy CIO to join HK liaison office; Malaysia eyes family office growth | Asset Owners
Qi Bin set to join central government’s liaison office in HK; Malaysia seeks local and foreign family offices; HESTA places...
Women In Wealthtech: Female Leaders Reshaping Family Office Finance
The family office sector is undergoing a profound shift as the ‘great wealth transfer’ continues to reshape wealth management.
Spear’s Awards 2024 finalists: Family Office Services Provider of the Year in Association with ADIO
Family Office Services Provider of the Year is one of the 18 categories recognised at the Spear’s Awards 2024.
Malaysia heading in right direction to become regional family office hub: MIEP head
KUALA LUMPUR: Malaysia’s vision to become the region’s hub for wealth management and family office services looks bright, thanks to...
EAM Avenue Family Office hires Citi veteran for Greater China head
Paul Ouyang has joined as managing director, investment management and head of Greater China, to grow the firm’s mainland Chinese...
Black Bull to launch Andean Region Family Office Investors Summit
Black Bull is preparing for a major event in Chile focusing on family office investors in the Andean region.
Meta Platforms, Inc. (NASDAQ:META) Shares Sold by Fiduciary Family Office LLC
Fiduciary Family Office LLC lessened its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 16.8% in the third...
Broadcom Inc. (NASDAQ:AVGO) Shares Acquired by Fiduciary Family Office LLC
Fiduciary Family Office LLC raised its holdings in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 823.5% during the third quarter,...
Callan Family Office LLC Buys 26,386 Shares of NVIDIA Co. (NASDAQ:NVDA)
Callan Family Office LLC increased its holdings in shares of NVIDIA Co. (NASDAQ:NVDA – Free Report) by 141.0% during the...
LLC tied to D.R. Horton founding family buys land near popular Fort Worth shopping center
The land is right behind Trademark’s Waterside development in Fort Worth. The plan is to develop it into an “iconic...
The corporate finalists for the category of Best Multi Family Office in Brazil
In this note we reveal the 7 finalists for the category of Best Multi Family Office in Brazil. Winners will...
Callan Family Office offers tax overlay management plan for UHNW clients
The Callan Family Office is establishing a tax overlay strategy for ultra-high-net-worth clients.
Rayo Withanage Foundation develops AI platforms for Africa
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Banking veteran Kevin King joins EAM Avenue Family Office
King was previously at Raffles Family Office as head of Greater China.
Family offices unprepared for rising cyberattacks
Family offices are a lucrative target for cybercriminals, but few have a plan for dealing with attacks, even in the...
Northern Trust Named Best Private Bank in U.S.
Northern Trust, a leading provider of wealth management services, has taken top honors in three categories from Professional Wealth Management.
International Wealth Management Awards: Finalistas corporativos en la categoria Best Multi Family Office en Mexico
En esta nota revelamos los 5 finalistas para la categoría de Best Multi Family Office en Mexico. Los ganadores serán...
Finalistas corporativos en la categoria Best Multi Family Office en Mexico
En esta nota revelamos los 5 finalistas para la categoría de Best Multi Family Office en Mexico. Los ganadores serán...
Family Office Rolls Out New Tax Overlay Program
The Aris Investing tools will help Callan’s partners make personalized, tax-aware trading decisions for wealthy client portfolios.
Callan Family Office Introduces Innovative Tax Overlay Management Program for Ultra-High-Net-Worth Clients
Callan Family Office has launched a Tax Overlay Management Program to maximize after-tax returns for ultra-high-net-worth families, family offices, foundations,...
UBS Family Office & UHNW
Are you an investor with institutional needs, a family office, entrepreneur or ultra high net worth individual seeking a truly...
International Wealth Management Awards: Finalistas corporativos en la categoria Best Multi Family Office en Peru
En esta nota revelamos los 4 finalistas para la categoría de Best Multi Family Office en Peru. Los ganadores serán...
$6.5B Callan Family Office Launches Tax Overlay Program
The RIA has taken a stake in Aris Investing, a tech-enabled SMA platform, which is powering the new program.
International Wealth Management Awards: Finalistas corporativos en la categoria Best Multi Family Office en Argentina
En esta nota revelamos los 5 finalistas para la categoría de Best Multi Family Office en Argentina. Los ganadores serán...
Fiduciary Family Office LLC Purchases New Holdings in Lockheed Martin Co. (NYSE:LMT)
Fiduciary Family Office LLC acquired a new stake in Lockheed Martin Co. (NYSE:LMT – Free Report) in the third quarter,...
International Wealth Management Awards: Finalistas corporativos en la categoria Best Multi Family Office en Colombia
En esta nota revelamos los 3 finalistas para la categoría de Best Multi Family Office en Colombia. Los ganadores serán...
The Coca-Cola Company (NYSE:KO) Shares Sold by Gulf International Bank UK Ltd
Gulf International Bank UK Ltd lessened its holdings in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 4.3%...
Gulf International Bank UK Ltd Trims Stock Position in Mastercard Incorporated (NYSE:MA)
Gulf International Bank UK Ltd lessened its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 14.5% in the 3rd...
Catalyst Capital Advisors LLC Sells 903 Shares of Costco Wholesale Co. (NASDAQ:COST)
Catalyst Capital Advisors LLC decreased its position in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 13.6% during the 3rd...
World Equity Group Inc. Has $262,000 Stock Position in PepsiCo, Inc. (NASDAQ:PEP)
World Equity Group Inc. lessened its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 85.7% during the...
Fiduciary Family Office LLC Increases Holdings in Walmart Inc. (NYSE:WMT)
Fiduciary Family Office LLC grew its stake in Walmart Inc. (NYSE:WMT – Free Report) by 42.9% during the 3rd quarter,...
Dhabi Hold Co announces dates for the fourth Family Office Summit Abu Dhabi 2024
The prestigious event will convene leading family offices and wealth management experts to foster innovation and financial growth in the...
Video: How four family offices were born and how they invest
Part two of Citywire’s video series examines what makes these very individual European businesses tick.
Entrust Family Office on working with startups and guiding the next generation of ultra-high net worth individuals
Sreepriya N S, Co-founder and Director of Entrust Family Office, shares her insights on the role family offices play in...
IQ-EQ sees uptick in family office set up services
The firm recently received its corporate license to operate in the ADGM.
Asia’s family offices: Driving transformation in wealth management
The surge in wealth creation in Asia has led to the rise of a powerful player in the industry: the...
Logging off from life ensures tech family-office entrepreneur Patrick Tsang’s success
Patrick Tsang, a tech family-office entrepreneur, has found success by prioritizing mental health and well-being. By ‘logging off from life,’...
Hoteliers lodge at Hudson House, headquarters of the very rich
The Australian Hotel Association has outbid four prominent families to secure a third floor at the exclusive home of Australia’s...
Family office is the gateway to family business for these scions
The surge in family offices—from 45 to 300 in six years—is not limited to India’s largest cities. Just ask the...
Founders should seek sector alignment when looking for a family office investor
Family offices can be great sources of patient capital for startups, but finding the right family office investors can be...
Single family office sees liquidity, value boosting India bets
India’s economy is moving toward’s becoming the world’s third-largest and offers big gains to those who stay the course, a...
Wine Jobs and The Wine Industry’s Leading Job Site
The Wine Industry’s Leading Job Site
Windham, N.H. / Family Office Review ~ Tom Diselits
Family Office Review Perhaps the most dominant theme in the personal finance space this month is concern over the impact...
Why a prominent Skaneateles family is buying a piece of Ryan Reynolds’ Wrexham soccer team
The family has also purchased a stake in a Welch brewery with Reynolds and actor Rob McElhenney.
Hong Kong EAM Avenue Family Office to open Singapore office
The $1.3bn external asset manager said it will ‘follow [its] clients’ to open a Singapore office, having obtained its asset...
Assessing the People, Processes, & Technology of Family Office
A full review of back-office services may help family offices as they set goals for the new year and align...
Sequoia Acquires $300M South Carolina RIA
The deal with Family Asset Management expands Sequoia’s Southeast footprint and represents its seventh acquisition since 2023.
University of Florida hires new CEO/CIO from Dalio Family Office
Baumgartner joins the University of Florida Investment Corp. after one year as CIO of the Dalio Family Office.
Alt investment solutions firm opens doors in Geneva
Blue Polar Investment Solutions made its debut this September.
Wrexham secure minority investment from Allyn family
Wrexham co-owners Ryan Reynolds and Rob McElhenney get fresh funds to support next phase of soccer club’s growth.
Abu Dhabi’s Dhabi Hold to host fourth Family Office Summit in December
It will serve as a premier platform for family offices from Abu Dhabi, Dubai, and beyond to network, exchange insights,...
Video: ‘Be less office, more family’ – How European family offices are tackling trials
In a Citywire roundtable, executives from four European companies outline what’s weighing on their minds.
Be less office, more family – How European family offices are tackling trials
In a Citywire roundtable, executives from four European companies outline what’s weighing on their minds.
A comprehensive list of 2024 tech layoffs
A complete list of all the known layoffs in tech, from Big Tech to startups, broken down by month throughout...
Reynolds and McElhenney welcome Wrexham investors who sold business for $2bn
Ryan Reynolds and Rob McElhenney have welcomed new American investors to Wrexham. The League One club have sold a minority...
Evoke Advisors Acquires Crescent Bay Advisors to Create Comprehensive RIA and In-House Family Office Firm
Evoke Advisors (“Evoke”), a $25.3 billion† registered investment advisory firm, announced the strategic acquisition of the business of Crescent…
Wrexham AFC welcome Allyn Family as minority investors
Wrexham AFC say they are “pleased” to announce the Allyn family of Skaneateles, New York as “new minority investors in...
Thomas F. Wiese Joins Alden Investment Group as an Independent Broker for Institutional, Family Office & HNW Markets
Alden Investment Group is pleased to welcome Thomas F. Wiese, President and CEO of TFW Global Advisors LLC, as a...
Fortitude Family Office LLC Sells 1,500 Shares of Invesco QQQ (NASDAQ:QQQ)
Fortitude Family Office LLC lessened its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 89.5% in the third quarter,...
Top Tier ranking for Crestbridge Family Office Services
Crestbridge Family Office Services has maintained its position as a Tier I independent trust company in the latest Top Trust.
HK Family Office Partners With Top China Fund to Target the Rich
One of Hong Kong’s biggest property agencies is ramping up its family office business by partnering with China’s No. 2...
Private credit loses ground in fight for family office money
Managers of the fortunes of the world’s ultra-wealthy are searching out private credit funds at a slower pace this year...
AEW sells light industrial property in Singapore to a family office
AEW Capital Management is said to be selling Admirax, a seven-story light industrial property in Woodlands, a residential town located...
The Virtual Family Office is a Game Changer
The demand from wealthy families for comprehensive and integrated family office services is growing rapidly. This presents opportunities for private...
Fortitude Family Office LLC Makes New $541,000 Investment in Sila Realty Trust, Inc. (NYSE:SILA)
Fortitude Family Office LLC bought a new stake in shares of Sila Realty Trust, Inc. (NYSE:SILA – Free Report) during...
RSM US LLP Names Karen Costa as Family Office Enterprise Leader
RSM is pleased to name Karen Costa as the firm’s family office enterprise leader.
Vara’s raises $8.9M for its AI-powered mammogram screening platform
Today, nearly 40 per cent of breast cancer screening in Germany is managed on Vara’s AI platform
