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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From Mansion To Management: Legacy Lessons From The Playboy Saga

Estate planning Succession planning Trust services United States of America

The Hefner estate was placed in a trust that required the beneficiaries to adhere to certain conditions. This covered financial...

Forbes

Global Family Office Accounting Software Market Size, Share and Forecast By Key Players-Addepar, Asset Vantage, Backstop Solutions, Bill.com, Black Diamond

FinTech Software WealthTech United States of America

According to the Market Research Intellect, the global Family Office Accounting Software market is projected to grow at a robust...

open-pr.com

Fiduciary Family Office LLC Cuts Holdings in Exxon Mobil Co. (NYSE:XOM)

Investments Listed Stocks & Bonds Portfolio Management United States of America

Fiduciary Family Office LLC lowered its holdings in Exxon Mobil Co. (NYSE:XOM - Free Report) by 61.5% in the 4th...

MarketBeat

🚀 Crypto’s Richest Man Turns Binance Labs into Family Office: YZi Labs 🌟

Cryptocurrency Family governance Venture Capital New York City

Location: New York Mr. Zhao "CZ" Changpeng, fresh out of prison and worth US$70 billion (S$94 billion), is transforming Binance...

BNB Static

Family offices flock to Singapore despite tighter controls

Compliance Family governance Jurisdictions Singapore

The number of single family offices in Singapore is expected to rise after growing 21 per cent last year amid...

Asian Investor

Corient Acquires Multi-Family Office Business Of Geller & Company

Estate planning Investments New York City

Corient, one of the largest and fastest-growing national wealth advisors in the U.S., announced it acquired the multi-family office business...

Pulse 2.0

Former Binance CEO CZ Forms Family Office To Navigate Wealth Of $70 Billion

Cryptocurrency Estate planning Family governance Singapore

Changpeng “CZ” Zhao, founder of Binance, has established a family office to manage his substantial wealth.

Bitcoinist

2023 Global Family Office Compensation Benchmark Report

Benchmarking Best Practices Recruitment Switzerland

agreaus-banner.JPG

KPMG

From Binance to Family Office: CZ Zhao’s New Investment Venture

Cryptocurrency Family governance Investments China

Changpeng “CZ” Zhao, recently released from prison and now worth $70 billion following a surge in cryptocurrency values, has transformed...

CEOWorld Magazine

Crypto Titan Converts VC Unit to Family Office

Cryptocurrency Family governance Venture Capital Singapore

The crypto industry’s richest man is converting the venture capital arm of Binance into a family office.

Finews Asia

Blackstone-backed ASK Private Wealth hires new CIO

Investments Private Bank Recruitment India

The Indian wealth manager has made a senior hire to build its equity advisory business across segments including UHNWIs, family...

Unknown

Family offices drive surge in Janus Henderson’s biotech hedge fund

Family governance Investments Private Bank China

The firm has achieved 15% AUM growth in Asia since 2022, adding funds to more private bank shelves and finding...

Institutional Investor

Family office nabs retail center on prominent corner in Uptown Dallas

Investments Ownership Real Estate United States of America

Bellomy Capital acquires its largest real estate property yet

CoStar

Zhao Converts Binance Labs into $10 Billion Family Office YZi Labs

Cryptocurrency Family governance Investments United States of America

Changpeng Zhao, commonly known as "CZ," is restructuring his business operations months after his release from prison. Zhao, whose net...

Finance Magnates

Former Florida Senate president appointed as CEO of Pepin Family Office – Tampa Bay Business & Wealth

Family governance Leadership United States of America

Former Florida Senate President Tom Lee has been named chief executive officer of the newly established Pepin Family Office.

Tampa Bay Business & Wealth

Fiduciary Family Office LLC Makes New $317,000 Investment in Seabridge Gold Inc. (NYSE:SA)

Investments Listed Stocks & Bonds United States of America

Fiduciary Family Office LLC bought a new position in Seabridge Gold Inc. (NYSE:SA - Free Report) (TSE:SEA) in the 4th...

MarketBeat

Family Office Hires Two Senior Partners

Investments Leadership Recruitment United States of America

The woman- and minority-owned office has appointed a partner for research and partner for investments and partnerships as part of...

Fin News

Binance Labs changes its name to YZi Labs. What is the significance of its transformation into a family office?

Cryptocurrency Impact Investments United States of America

What impact will the transformation and expansion of YZi Labs’ Binance lineage and new investment strategy have on the entire...

PANews

Managing family wealth in an uncertain world

Estate planning Succession planning Tax United Kingdom

The Labour party's election victory in the UK has reshaped the private wealth landscape, driving many families to rethink tax...

PWM

US fund Federated Hermes mulls Hong Kong office to chart Asia growth: CEO

Banking Providers Investments Listed Stocks & Bonds Hong Kong

Federated Hermes is considering opening an office in Hong Kong as the US fund manager seeks to expand its presence...

South China Morning Post

Compound Planning Reels in Four Advisors, Bringing AUM to Over $2.5B

FinTech Leadership Recruitment United States of America

The self-described digital family office has also beefed up its leadership team with new roles in engineering, trading, product and...

Wealth Management

Digital Assets, ESG, and Private Equity: Generational Differences in Family Offices

Digital Assets Impact & ESG Next Generation Private Equity Bermuda Canada Cayman Islands United States of America

Family offices in the Americas are observing growing differences in priorities and approaches between founders and the next generation, according...

Funds Society

Family offices are paying executive assistants up to $190,000 a year as demand for talent spikes

Investments Leadership Recruitment United States of America

The talent war between family offices and Wall Street has driven up salaries not only for top investment roles but...

CNBC

HK should adopt innovative taxes for revenue growth, says CPA Australia

Innovation Innovation Tax Hong Kong

Hong Kong should develop innovative targeted taxes to increase revenue and reduce costs, according to CPA Australia. The recommendations come...

The Standard

Office space management company Workie raises 13 Cr

Real Estate Startups Venture Capital India

Workie states that it is currently hosting more than 150 clients across 50 prime locations and managing 15,000 seats across...

Entrackr

Sunburn — The morning read of what’s hot in Florida politics

News Next Generation Strategy United States of America

Stay informed on Florida politics with Sunburn, your essential source for in-depth coverage.

Florida Politics

CPA Australia calls on Hong Kong government to increase revenue and reduce expenditure

Governance Tax Hong Kong

HONG KONG SAR - Media OutReach Newswire - 22 January 2025 - With CPA Australia estimating a fiscal deficit of...

Media OutReach Newswire

Eric Schmidt’s family office invests in 22 AI startups

Investments Startups Venture Capital United States of America

Schmidt's bets are on some of the largest AI startups, including Anthropic, Holistic AI and SandboxAQ.

CNBC

Tom Pepin launches Pepin Family Office, appoints former Florida Senate president as CEO

Family governance Leadership Strategy United States of America

Tom Pepin's new family office venture brings a familiar face from Florida politics to lead the venture.

BizJournals

Check out multi-family office Swiss 5’s digital drive

Digital FinTech WealthTech Switzerland

COO of Swiss 5 Group, Maximilian Rümmelein, talks to Citywire about digitalising the company.

Citywire

How India’s Thermax family office leverages hedge funds | Asset Owners

Investments Portfolio Management Risk Management India

A leading India based single family office shares a fresh perspective on hedge fund investing, and how these traditionally high-risk...

Asian Investor

Coller Capital opens Singapore office and hires private wealth head

Investments Private Equity Recruitment Singapore

The new office will support Southeast Asia's growing investor base, led by Peter Wu, who joined from Partners Group.

Institutional Investor

Fund flexibility tops Singapore family offices’ Budget wishlist

Insurance Investments Tax Singapore

Adding insurance policies to the list of designated investments for single-family offices seeking tax relief and permitting interest-free loans to...

Institutional Investor

Turkey’s first multi-family office sets out plans for international growth

Estate planning Family governance Portfolio Management Turkey

Özge Doğan, founder and CEO of Karman Beyond – Turkey’s first independent MFO – tells Euromoney why she eschewed a...

Euromoney

Office space management firm Workie bags Rs 13 Cr in equity funding

Private Equity Startups Venture Capital India

The funding round was led by prominent backers, including the Sunil Singhania Family Office, NAV Capital, Mr. Raman Roy (Co-founder...

YourStory

Rockefeller Global Family Office Expands In NY, Texas

Banking Providers Private Bank Recruitment United States of America

Rockefeller's wealth management arm continues to add teams across the country.

Wealth Briefing

After $7M discount, family office boss buys Fisher Island mansion for $21M

Luxury & Lifestyle Portfolio Management Real Estate United States of America

Guilherme Federico, CEO and portfolio manager of a Miami-based family office, bought a Fisher Island mansion for $21 million. Records...

The Real Deal

The growing need for holistic wealth management — the family office way

Investments Portfolio Management Private Equity India

In today's sophisticated family offices, investment management extends far beyond stocks and bonds to include direct private equity, which now...

CNBC TV18

KKR Financial Services Company Rebrands as Kaliber & Company and Relocates its Corporate Offices in New York City

Brand & design Estate planning Family governance New York City

NEW YORK, January 16, 2025--KKR Financial Services Company, a multidisciplinary advisory firm advising wealthy families for over three decades, is...

Business Wire

Two Focus RIAs join hub firm SCS Financial, adding over $10bn

Estate planning FinTech Investments United States of America

Lake Street Advisors and Edge Capital Group plan to join SCS Financial, SCS Financial, Focus Partners Family Office and OCIO....

Institutional Investor

Homrich Berg Expands Family Office Services With the Close of $6.4 Billion RIA WMS Partners Acquisition

Estate planning Investments Portfolio Management United States of America

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

Business Wire

Beatrice Advisors Bolsters Investment Team with Appointment of Two Senior Partners

Investments Leadership Recruitment United States of America

Beatrice Advisors ("Beatrice"), an independent, woman- and minority-owned multi-family office, today announced the appointment of two senior...

PRNewswire

Cecil County home engulfed in flames; American Red Cross aids displaced family

News Risk United States of America

A home in Cecil County was destroyed after it went up in flames Wednesday night according to the Office of...

Fox Baltimore

Waste management startup WeVOIS raises $4.2M from Negen Capital, Polycab family office, others

Impact Startups Venture Capital India

WeVOIS aims to reduce reliance on virgin resources, minimize greenhouse gas emissions, and reclaim land by diverting waste from landfills.

Financial Express

Bahrain/UAE: Little-known Bahraini Sheikh Abdulaziz Al Khalifa adopts introducer-in-chief role in UAE’s family office sector

Family governance Leadership PR & Reputation Management Bahrain United Arab Emirates

His networking events have received the backing of key private offices, including royal family-linked funds. But in a sector rife...

Intelligence Online

Luhut proposes launching family office program in February – Markets

Estate planning Family governance Strategy Indonesia

We have been studying it for a long time, and we don’t want to lose to our neighboring countries,” Luhut...

Jakarta Post

The Pulte Family Office Invests in GrabAGun, under ticker $CLBR, Colombier Acquisition Corp. II (NYSE:CLBR)

Investments Listed Stocks & Bonds Private Equity United States of America

BOCA RATON, Fla., Jan. 15, 2025 /PRNewswire/ -- The Pulte Family Office has taken a position in GrabAGun, Colombier Acquisition...

PRNewswire

Corient Acquires $10.4B New York Multi-Family Office

Family governance Investments Private Bank New York City

Corient will strengthen its family office platform by acquiring Geller & Company.

Wealth Management

Paris 17th: the office building at 267 boulevard Pereire changes hands

Investments Real Estate Paris

This asset was signed by Cepac Immobilier and a family office, supported by Constructa Asset Management.

CoStar

Stephen Nieli | High Family Office – Central Penn Business Journal

Family governance Leadership Succession planning United States of America

Stephen Nieli High Family Office Executive Director of High Family Office and Elected President of High Holdings Corporation The High...

Central Penn Business Journal

Singapore’s Family Office Growth Surges in 2024

Estate planning Family governance Investments Singapore

Singapore continues to attract the wealth of the ultra-rich, with the number of family offices posting record growth in 2024.

Finews Asia

Corient Acquires Multi-Family Office Business of Geller, Expanding U.S. Wealth Management Presence and Deepening Family Office Capabilities

Family governance Investments WealthTech New York City

Corient Private Wealth acquires Geller & Co.’s multi-family office business, a premier New York City-based MFO with $10 billion in...

Business Wire

Family offices drive growth and innovation in private markets

Innovation Investments Private Equity United Kingdom

Despite challenges, family offices are reshaping private markets through their long-term vision, entrepreneurial spirit and focus on innovative sectors. Family...

PWM

Singapore’s family office count tops 2,000 after record 43% growth

Family governance Investments Jurisdictions Singapore

The number of single family offices in Singapore soared to over 2,000 in 2024, despite money laundering concerns and processing...

Institutional Investor

ASK Wealth launches DIFC office with $1bn AUM target

Investments Jurisdictions WealthTech Investments United Arab Emirates

The Indian wealth manager joins a growing list that are Dubai-bound, and that are seeking to capture Indians setting up...

Unknown

Hong Kong’s Family Office Association Re-Elects Chair

Family governance Governance Succession planning Hong Kong

The association's creation five years ago reflects Hong Kong's push to be more of a hub for family offices.

WealthBriefing

Pennington Partners & Co. Appoints Christopher Wolfe as President and Chief Investment Officer

Estate planning Investments Tax United States of America

Pennington Partners & Co., a leading multi-family office specializing in investment, tax, and estate planning, has announced the appointment of...

citybiz

Family office Vonrosen eyes partners for Dubai property venture

Investments Private Equity Real Estate United Arab Emirates

Family office Vonrosen may bring in a GP for Dubai developer 25 Degrees to help expand it and potentially fuel...

PERE News

How two family offices are reshaping their India strategy

Investments Strategy Venture Capital India

GreenBear Group and Xin Family Office are deepening their presence in India, with GreenBear supporting emerging fund managers while Xin...

Asian Investor

Move Digital CEO Kristof Schöffling Leads AI Revolution in 2025

Digital Innovation Technology Philippines

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The Manila Times

Cahero Family Office Leads the Way in Sustainable Investment Solutions

Benchmarking Impact & ESG Investments United States of America

MIAMI, FL, UNITED STATES, January 11, 2025 /EINPresswire.com/ -- Cahero Family Office, a global leader in wealth management and sustainable...

EIN Presswire

Transforming Infrastructure with Sustainable Solutions: Cahero Family Office’s Vision

Impact Impact & ESG Innovation United States of America

MIAMI, FL, UNITED STATES, January 11, 2025 /EINPresswire.com/ -- Cahero Family Office is redefining the future of infrastructure through its...

EIN Presswire

Empowering Communities through Strategic Partnerships: Cahero Family Office’s Holistic Approach

Impact Impact & ESG Innovation United States of America

MIAMI, FL, UNITED STATES, January 11, 2025 /EINPresswire.com/ -- Cahero Family Office is dedicated to advancing sustainable development by forging...

EIN Presswire

Driving Innovation with Advanced Technology: Cahero Family Office’s Vision for Progress

Decision Making Innovation Technology United States of America

MIAMI, FL, UNITED STATES, January 11, 2025 /EINPresswire.com/ -- Cahero Family Office continues to integrate advanced technology into its investment...

EIN Presswire

Cahero Family Office Champions ESG Integration Across Portfolios

Impact & ESG Investments Portfolio Management United States of America

MIAMI, FL, UNITED STATES, January 11, 2025 /EINPresswire.com/ -- Cahero Family Office is leading by example in integrating environmental, social,...

EIN Presswire

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

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

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

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

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

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

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