Family Office News

Summary Of Senior North American Executive Moves

A roundup of moves, appointments and personnel shifts in the North American market.

Diversification, safe havens and the pivot to Asia for US Family Offices

Key takeaways Asia-Pacific has emerged as the region where most family offices plan to increase investments over the next five years,...

Family Offices Favor Direct Investments Over Hedge Funds and Private Credit: Report

The shift reinforces a trend FINTRX has been watching, research associate Patrick Galvin says.

New Family Offices Show Pivot To Direct Investing

Figures from a private wealth platform say there is a clear preference by family offices for investing directly and for private equity.

FINTRX Q2 2026 Family Office Report Shows Firms Favor Bespoke, Direct Investments Over Hedge Funds and Private Credit

FINTRX, the leading private wealth intelligence platform for asset managers and other investment professionals, today released its second-quarter Family Office Report, with trends ...

FINTRX Q2 2026 Family Office Report Shows Firms Favor Bespoke, Direct Investments Over Hedge Funds and Private Credit

BOSTON, Aug. 17, 2026 /PRNewswire/ -- FINTRX, the leading private wealth intelligence platform for asset managers and other investment professionals, today released its second-quar...

FINTRX Q2 2026 Family Office Report Shows Firms Favor Bespoke, Direct Investments Over Hedge Funds and Private Credit

/PRNewswire/ -- FINTRX, the leading private wealth intelligence platform for asset managers and other investment professionals, today released its...

2026 Multi-Family Office Asset Pools

Multi-family offices, private wealth management advisory firms typically serving groups 10-50 high-net-worth clients with individual accounts with $5 million or more in investable ...

Asset Allocation Issues

Family offices are realigning their portfolios to avoid geopolitical, home region, concentration and currency risks.

Summary Of North American Senior Moves In Wealth Management

A roundup of moves, appointments and personnel shifts in the North American market.

Gacs Family Office Mark Their 17th Venture Studio Investment Taking Their AUM Above $1.2B

London, UK, July 16, 2026 (GLOBE NEWSWIRE) -- GACS Family Office Ltd has marked its 17th venture studio investment, taking its assets under management above $1.2 billion and reachi...

SEC Forces Activist Hedge Funds to Reveal Gulf Family Office Backers

The SEC's updated interpretation of 13D filings ends the anonymity of Gulf family offices co-investing in US activist campaigns, potentially exposing their identities for the first...

Gulf money quietly backing US activist hedge funds may soon have to show its face

A little-noticed SEC reinterpretation could compel some of the region's most discreet investors into the public eye for the first time

How US Family Offices are reshaping their portfolios

Key takeaways US family offices have developed one of the strongest "home biases" in the world, with the vast majority of their...

Family offices turn to external partners

‘The first time ever in my career’: Senior Citi executive on why the ultrawealthy want to diversify away from America

They're not leaving the U.S. entirely, Citigroup's Darlene Patterson told Fortune. "They're just looking for more lifestyle enhancement, optionality."

Charles Russell Speechlys Opens New York Office, Establishes First North American Presence

Charles Russell Speechlys has opened its first North American office in New York City and launched a complementary private client... Read More

Geopolitical tensions increase the pressure on family offices to take action

Geopolitics emerges as the primary risk driver: 88 percent of family offices view it as their most pressing challenge Family offices are reallocating...

Western Operators Are Rebuilding Their Capital Stacks Around Gulf Family Offices, Says Artane Partners

Mid-market operators in Europe, the UK and North America are building Gulf family offices into their capital plans from the outset, says the Dublin firm.

Dynasty partner RIA Evertern Wealth expands family office platform with Vontobel deal

The Naples, Florida-based multi-family office adds Swiss banking and custody access as it deepens international wealth management services.