Family Office News

Family offices use 'purpose of wealth' to prep the next gen

New research finds nearly half of family offices have defined wealth's purpose beyond investment, with next-gen engagement still lagging

Family offices repositioning for the new financial year

Family offices are repositioning at record rates. Here is where the world's most patient capital is moving and why it matters.

Malaysia’s Forest City family office push gains traction, but ecosystem gaps remain

It has drawn notable early movers including billionaire Chua Ma Yu’s CMY Capital, and Yow Kee Family Office Read more at The Business Times.

Malaysia’s Forest City family office push gains traction, but RM2 billion target looks a stretch

It has drawn notable early movers including billionaire Chua Ma Yu’s CMY Capital, and Yow Kee Family Office Read more at The Business Times.

Architecting the Future

The Forces Redefining the Family Office

European wealth turns to Hong Kong as 30 family offices eye operations

Wealthy European families are looking to Hong Kong as a base for Asian investments, drawn by tax incentives and new growth opportunities.

Family Offices Diversify Currency Risk for Resilience UBS Report Findings Optimize Returns Asset Allocation Megatrends AI Infrastructure Emerging Markets Maximilian Kunkel UBS GWM Global Family Institutional Wealth 2026 Macroeconomic Environment Geopolitical Uncertainty Concentration Risk Euro Swiss Franc Hedging Strategies Foreign Exchange U.S. Debt U.S. Dollar Reserve Currency Wealth Transfer Succession Planning Governance Asia-Pacific Western Europe U.S. Family Offices Domestic Bias North American Family Office Gold Purchasing Power Fiat Currencies Sovereign Debt Volatility Safe-Haven Asset Gold Allocation Structural Hedge Long-Term Store Value Diversification Multi-Asset Portfolios Inves

Sixty percent of family offices plan to modify their strategic asset allocation over the next 12 months. This is the highest percentage ever recorded in the UBS Global Family Offic...

Gulf family offices cut exposure to the dollar

Gulf family offices are losing confidence in the US dollar and are beginning to diversify away from North American assets

Cresset taps Bessemer Trust veteran to lead family office services

Mark Tremblay joins as the firm's third senior hire in under two weeks, signaling an accelerating talent push.

Post Oak Group Expands Global Investor Network, Deepening Ties with Family Offices and Venture Capital Firms Worldwide

Top 10 Family Offices in Canada: 2026 Guide

Canada holds one of the most sophisticated concentrations of private wealth in North America, and Canadian family offices manage tens of billions in assets across private equity, p...

Multi-Family Office Asset Pools 2026 Report

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 ...

Global Family Office Asset Allocation Trends

Family offices strategic asset allocation is evolving due to geopolitical risks. The UBS Global Family Office Report 2026 reveals changes towards resilience currency diversificatio...

UBS: Family Offices Diversifying Away From S&P 500 Concentration as Geopolitical Risks Mount

Global investors are quietly repositioning their portfolios, with the world's wealthiest family offices pulling back from heavy S&P 500 and North American e

Multi-Family Office Asset Pools Report 2026

Multi-family offices (MFO) represent a significant and institutionalized segment of the global wealth management landscape. Collectively, MFOs oversee more than $5.2 trillion in as...

UBS Global Family Office Report 2026: Family offices pivot to resilience as geopolitical risk and structural uncertainty reshape global portfolios

Majority of those surveyed plan strategic portfolio changes, increase diversification across currencies, and deepen investment in artificial intelligence amid a more complex, globa...

Super-rich families look beyond US assets amid geopolitical risks

The world’s wealthiest families, through their investment offices, are gradually cutting their exposure to U.S. assets and favoring Chinese assets, as well as investments in other ...

Decentralizing Mexico Wealth: The Rise of Regional Family Offices

Mexican family offices must decentralize from the capital to professionalize and preserve regional wealth, writes Leon Harari.

Family offices eye shifting assets from North America to China, survey finds

Privately run firms managing investments of wealthy families showing ‘growing interest’ in China, UBS report says.

Billionaires already couldn’t talk to their grandchildren. Now they’re on opposite sides of the AI divide

Citi finds AI use jumped to 22% from 13% in a year, even as principals warn data privacy is “non-negotiable” and fear back-door exposure via SaaS tools.