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.
Former Baltimore City employee fraudulently approved more than $200K in water payments, report says
An investigation by the Baltimore Office of the Inspector General revealed that a former employee in the Mayor’s Office of...
Side Letter: Inside a PE vet’s family office
Tips on how to remain fulfilled post-industry from a former BC Partners veteran. Plus: take-privates are on the rise; and...
AIFs see more institutional, Family Office investment after Budget clarifies treatment of capital gains
In order to clear the tax uncertainty, the Union Budget had clarified that income generated by Category I and II...
Alpha Capital Family Office Successfully Launches intelliflo redblack to Support Ongoing Momentum
Alpha Capital Family Office successfully launches intelliflo redblack to support ongoing momentum.
Famous Billionaire’s Money Guy Makes a Bold Move Into Tech
Most investors have probably never heard of Juniper Hill Capital Management, a Silicon Valley-based investment adviser run by Chuck Chai,...
Clearstead Advisors expands in Chicago market with Waveland acquisition
Clearstead Advisors has announced the acquisition of Waveland Family Office of Chicago, Illinois, which builds on the wealth management firm’s...
Clearstead Gains Chicago Area Foothold with $420M RIA
The deal is the first announced by the $47 billion RIA under new CEO and President Bradley Knapp.
Stonehage Fleming hires Alasdair McLaren as family office director in Guernsey
Patrick Lynch, a director within Family Office, has transferred from London to join the Guernsey team
Predictions For The Family Office Space In 2025
Want to learn more about the future of family offices as it unfolds in 2025? Read this article to explore...
The Future Of Wealth: Key Investment Trends For Family Offices In 2025
The latest Family Office Quarterly 2025 report offers critical insights into the macroeconomic environment, investment strategies, and alternative asset opportunities...
Certuity Names Constantine Hatzivassiliou as Partner
Certuity, a multi-family office that serves high-net-worth and ultra-high-net-worth individuals and families, recently announced that it has promoted Constantine Hatzivassiliou...
CLEARSTEAD ADVISORS ANNOUNCES ACQUISITION OF WAVELAND FAMILY OFFICE
CLEVELAND, Feb. 4, 2025 /PRNewswire/ -- Clearstead Advisors, LLC ("Clearstead"), a rapidly growing registered financial advisor ("RIA"), has acquired the...
Clearstead comes to Chicago with Waveland Family Office deal
Acquisition brings the high-net-worth giant's assets up to the $47-billion mark while giving it a fresh foothold in the Illinois...
The Art of Succession: Future Proofing Family Wealth
Succession planning, by its very nature, involves confronting difficult questions about mortality and legacy.
Capitol Family Office Inc. Purchases New Position in Alphabet Inc. (NASDAQ:GOOG)
Capitol Family Office Inc. purchased a new stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) during the fourth...
Equirus, Credence Merge Family Offices to Form $2.1 Billion Unit
Financial services firm Equirus Group will merge its family office business with Credence Family Office, creating a $2.1 billion wealth...
Equirus invests Rs 100 Cr to merge family office business with Credence Family Office
The transaction also facilitates the exit of TIW Private Equity, which had invested in Credence Family Office for six years.
Summit takes stake in Missouri multi-family office Genex Consulting
New Jersey-based RIA Summit Financial has picked a stake in Genex Consulting, a multi-family office headquartered in Kirkwood, Missouri.
Thermax family office shifts focus from global to Indian equities | Asset Owners
The family office of India’s Thermax Group is looking at a staggered increase in the allocation to Indian equities, citing...
Family Office Assets Under Management Market to Get an Explosive Growth | Morgan Stanley, Northern Trust
HTF MI recently introduced Global Family Office Assets Under Management Market study with 143 pages in depth overview describing about...
Exclusive | For Hong Kong, family offices and IPOs are major growth engines: Deloitte
Hong Kong is particularly appealing to wealthy families from mainland China and Southeast Asia to set up family offices, Dennis...
Equirus acquires Credence Family Office as TIW Private Equity exits
Financial services company Equirus Capital said Monday it has acquired Credence Family Office for about Rs 100 crore ($...)
Lenox, Matter Family Office announce C-suite updates
The two firms are bolstering their ability to operate and engage clients with strategic leadership appointments.
JPMorgan expands advisory team: what next?
JPMorgan Private Bank has decided to expand Morgan Private Advisory, a move intended to provide holistic financial advisory services.
Capitol Family Office Inc. Sells 12,406 Shares of NIKE, Inc. (NYSE:NKE)
Capitol Family Office Inc. reduced its position in NIKE, Inc. (NYSE:NKE - Free Report) by 21.9% in the 4th quarter,...
NIKE, Inc. (NYSE:NKE) Holdings Lessened by Capitol Family Office Inc.
Capitol Family Office Inc. reduced its position in NIKE, Inc. (NYSE:NKE - Free Report) by 21.9% in the 4th quarter,...
Billionaire family offices kick off 2025 with investments in AI, health care and
From Bernard Arnault to Laurene Powell Jobs, the ultra-rich kicked off the new year with big startup bets. Here are...
New Mountain, Pitcairn enter wealth management arena
Alternatives and private wealth continue to converge: New Mountain Capital unveils New Mountain Wealth Solutions, Pitcairn acquires Brightside Partners.
Century-Old Family Office Pitcairn Just Bought an RIA. Here’s Why.
The 102-year-old family office has outgrown its roots as a trust company and made its first acquisition.
Montgomery County ultra-high-net-worth family office buys $2.5B firm
The deal is $9 billion Pitcairn's first acquisition in its 102-year history.
Certuity Appoints Mariia Eroshin, CFA, CPA, CFP®, MBA as Partner
SAN FRANCISCO–(BUSINESS WIRE)–Certuity, a multi-family office that serves high-net-worth and ultra-high-net-worth individuals and families, recently announced that it has promoted......
Financial Planning As a Microcosm of the Family Office Model
Treat wealth as a family business.
Family office Pitcairn acquires $2.5bn Baltimore firm, forms new RIA
Alternative investing-focused Brightside Partners will join Pitcairn's newly formed RIA, Pitcairn Wealth Advisors.
Matter Family Office Expands Courtney Pullen’s role as Chief Learning Officer
Commitment to Culture and Learning Strengthens Family-Centric Wealth Management Approach ST. LOUIS, MO / ACCESS Newswire / January 30, 2025...
Former Engineer and Multi-Family Office Advisor Launches Wolf Pine Capital, Bringing Family Office Services to Broader Market
PORTSMOUTH, N.H., Jan. 30, 2025 /PRNewswire/ -- Wolf Pine Capital, a new independent wealth management firm committed to democratizing high-end...
Family Office Resource Group Partners with CourMed to Set a New Standard in Healthcare Solutions for Ultra-Wealthy Families
FORG announces addition of healthcare platform to offer customized services catered to the unique needs of UHNW clients.
Biltmore Family Office LLC Has $14.38 Million Position in Microsoft Co. (NASDAQ:MSFT)
Biltmore Family Office LLC increased its holdings in Microsoft Co. (NASDAQ:MSFT - Free Report) by 3.2% during the 3rd quarter,...
Family offices gain traction as strategy for ultra wealthy
A centuries-old approach to wealth management, dubbed the family office, is gaining traction once again, due to a growing demographic...
Family Offices: The Ultimate Guide to Managing Your Wealth and Legacy
Discover the role of family offices in managing wealth, from single to multi-family offices. Learn about their services, costs, and...
Family office secures £73mn refinance on central London property portfolio
Commercial real estate lender Starz Real Estate has agreed a £73.2mn package to refinance a nine-property portfolio in central London....
Corient Acquires $10B Multi-Family Office in New York
The move reinforces the firm's presence in one of the nation's largest wealth management markets.
OYO-owned Innov8 raises ₹110 cr from investors including family office of Gauri Khan to expand co-working business
Flexible office space provider Innov8 has concluded a ₹110 crore primary funding round from investors, including the family office of...
Eton Solutions, the leading WealthTech platform powered by AI, partners with Trigen Wealth, a newly launched full service Multi-Family Office in India
Eton Solutions, the leading WealthTech platform powered by AI, partners with Trigen Wealth, a newly launched full service Multi-Family Office...
Family Offices May See SEC and Tax Treatment Changes Under Trump
Pillsbury’s Joshua Becker and Michael Kosnitzky examine possible shifts in SEC compliance and tax treatment, adding that private placement life...
Malaysia eyes family office hub status in Asia
With its Islamic finance leadership, prime location for accessing Southeast Asian markets, and 20-year tax exemptions, Malaysia is mounting a...
From Mansion To Management: Legacy Lessons From The Playboy Saga
The Hefner estate was placed in a trust that required the beneficiaries to adhere to certain conditions. This covered financial...
Global Family Office Accounting Software Market Size, Share and Forecast By Key Players-Addepar, Asset Vantage, Backstop Solutions, Bill.com, Black Diamond
According to the Market Research Intellect, the global Family Office Accounting Software market is projected to grow at a robust...
Fiduciary Family Office LLC Cuts Holdings in Exxon Mobil Co. (NYSE:XOM)
Fiduciary Family Office LLC lowered its holdings in Exxon Mobil Co. (NYSE:XOM - Free Report) by 61.5% in the 4th...
🚀 Crypto’s Richest Man Turns Binance Labs into Family Office: YZi Labs 🌟
Location: New York Mr. Zhao "CZ" Changpeng, fresh out of prison and worth US$70 billion (S$94 billion), is transforming Binance...
Family offices flock to Singapore despite tighter controls
The number of single family offices in Singapore is expected to rise after growing 21 per cent last year amid...
Corient Acquires Multi-Family Office Business Of Geller & Company
Corient, one of the largest and fastest-growing national wealth advisors in the U.S., announced it acquired the multi-family office business...
Former Binance CEO CZ Forms Family Office To Navigate Wealth Of $70 Billion
Changpeng “CZ” Zhao, founder of Binance, has established a family office to manage his substantial wealth.
2023 Global Family Office Compensation Benchmark Report
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From Binance to Family Office: CZ Zhao’s New Investment Venture
Changpeng “CZ” Zhao, recently released from prison and now worth $70 billion following a surge in cryptocurrency values, has transformed...
Crypto Titan Converts VC Unit to Family Office
The crypto industry’s richest man is converting the venture capital arm of Binance into a family office.
Blackstone-backed ASK Private Wealth hires new CIO
The Indian wealth manager has made a senior hire to build its equity advisory business across segments including UHNWIs, family...
Family offices drive surge in Janus Henderson’s biotech hedge fund
The firm has achieved 15% AUM growth in Asia since 2022, adding funds to more private bank shelves and finding...
Family office nabs retail center on prominent corner in Uptown Dallas
Bellomy Capital acquires its largest real estate property yet
Zhao Converts Binance Labs into $10 Billion Family Office YZi Labs
Changpeng Zhao, commonly known as "CZ," is restructuring his business operations months after his release from prison. Zhao, whose net...
Former Florida Senate president appointed as CEO of Pepin Family Office – Tampa Bay Business & Wealth
Former Florida Senate President Tom Lee has been named chief executive officer of the newly established Pepin Family Office.
Fiduciary Family Office LLC Makes New $317,000 Investment in Seabridge Gold Inc. (NYSE:SA)
Fiduciary Family Office LLC bought a new position in Seabridge Gold Inc. (NYSE:SA - Free Report) (TSE:SEA) in the 4th...
Family Office Hires Two Senior Partners
The woman- and minority-owned office has appointed a partner for research and partner for investments and partnerships as part of...
Binance Labs changes its name to YZi Labs. What is the significance of its transformation into a family office?
What impact will the transformation and expansion of YZi Labs’ Binance lineage and new investment strategy have on the entire...
Managing family wealth in an uncertain world
The Labour party's election victory in the UK has reshaped the private wealth landscape, driving many families to rethink tax...
US fund Federated Hermes mulls Hong Kong office to chart Asia growth: CEO
Federated Hermes is considering opening an office in Hong Kong as the US fund manager seeks to expand its presence...
Compound Planning Reels in Four Advisors, Bringing AUM to Over $2.5B
The self-described digital family office has also beefed up its leadership team with new roles in engineering, trading, product and...
Digital Assets, ESG, and Private Equity: Generational Differences in Family Offices
Family offices in the Americas are observing growing differences in priorities and approaches between founders and the next generation, according...
Family offices are paying executive assistants up to $190,000 a year as demand for talent spikes
The talent war between family offices and Wall Street has driven up salaries not only for top investment roles but...
HK should adopt innovative taxes for revenue growth, says CPA Australia
Hong Kong should develop innovative targeted taxes to increase revenue and reduce costs, according to CPA Australia. The recommendations come...
Office space management company Workie raises 13 Cr
Workie states that it is currently hosting more than 150 clients across 50 prime locations and managing 15,000 seats across...
Sunburn — The morning read of what’s hot in Florida politics
Stay informed on Florida politics with Sunburn, your essential source for in-depth coverage.
CPA Australia calls on Hong Kong government to increase revenue and reduce expenditure
HONG KONG SAR - Media OutReach Newswire - 22 January 2025 - With CPA Australia estimating a fiscal deficit of...
Eric Schmidt’s family office invests in 22 AI startups
Schmidt's bets are on some of the largest AI startups, including Anthropic, Holistic AI and SandboxAQ.
Tom Pepin launches Pepin Family Office, appoints former Florida Senate president as CEO
Tom Pepin's new family office venture brings a familiar face from Florida politics to lead the venture.
Check out multi-family office Swiss 5’s digital drive
COO of Swiss 5 Group, Maximilian Rümmelein, talks to Citywire about digitalising the company.
How India’s Thermax family office leverages hedge funds | Asset Owners
A leading India based single family office shares a fresh perspective on hedge fund investing, and how these traditionally high-risk...
Coller Capital opens Singapore office and hires private wealth head
The new office will support Southeast Asia's growing investor base, led by Peter Wu, who joined from Partners Group.
Fund flexibility tops Singapore family offices’ Budget wishlist
Adding insurance policies to the list of designated investments for single-family offices seeking tax relief and permitting interest-free loans to...
Turkey’s first multi-family office sets out plans for international growth
Özge Doğan, founder and CEO of Karman Beyond – Turkey’s first independent MFO – tells Euromoney why she eschewed a...
Office space management firm Workie bags Rs 13 Cr in equity funding
The funding round was led by prominent backers, including the Sunil Singhania Family Office, NAV Capital, Mr. Raman Roy (Co-founder...
Rockefeller Global Family Office Expands In NY, Texas
Rockefeller's wealth management arm continues to add teams across the country.
After $7M discount, family office boss buys Fisher Island mansion for $21M
Guilherme Federico, CEO and portfolio manager of a Miami-based family office, bought a Fisher Island mansion for $21 million. Records...
The growing need for holistic wealth management — the family office way
In today's sophisticated family offices, investment management extends far beyond stocks and bonds to include direct private equity, which now...
KKR Financial Services Company Rebrands as Kaliber & Company and Relocates its Corporate Offices in New York City
NEW YORK, January 16, 2025--KKR Financial Services Company, a multidisciplinary advisory firm advising wealthy families for over three decades, is...
Two Focus RIAs join hub firm SCS Financial, adding over $10bn
Lake Street Advisors and Edge Capital Group plan to join SCS Financial, SCS Financial, Focus Partners Family Office and OCIO....
Homrich Berg Expands Family Office Services With the Close of $6.4 Billion RIA WMS Partners Acquisition
HB Wealth Management (HB), a leading Atlanta-based fee-only wealth advisor with offices across the Southeast, announces the close of its...
Beatrice Advisors Bolsters Investment Team with Appointment of Two Senior Partners
Beatrice Advisors ("Beatrice"), an independent, woman- and minority-owned multi-family office, today announced the appointment of two senior...
Cecil County home engulfed in flames; American Red Cross aids displaced family
A home in Cecil County was destroyed after it went up in flames Wednesday night according to the Office of...
Waste management startup WeVOIS raises $4.2M from Negen Capital, Polycab family office, others
WeVOIS aims to reduce reliance on virgin resources, minimize greenhouse gas emissions, and reclaim land by diverting waste from landfills.
Bahrain/UAE: Little-known Bahraini Sheikh Abdulaziz Al Khalifa adopts introducer-in-chief role in UAE’s family office sector
His networking events have received the backing of key private offices, including royal family-linked funds. But in a sector rife...
Luhut proposes launching family office program in February – Markets
We have been studying it for a long time, and we don’t want to lose to our neighboring countries,” Luhut...
The Pulte Family Office Invests in GrabAGun, under ticker $CLBR, Colombier Acquisition Corp. II (NYSE:CLBR)
BOCA RATON, Fla., Jan. 15, 2025 /PRNewswire/ -- The Pulte Family Office has taken a position in GrabAGun, Colombier Acquisition...
Corient Acquires $10.4B New York Multi-Family Office
Corient will strengthen its family office platform by acquiring Geller & Company.
Paris 17th: the office building at 267 boulevard Pereire changes hands
This asset was signed by Cepac Immobilier and a family office, supported by Constructa Asset Management.
Stephen Nieli | High Family Office – Central Penn Business Journal
Stephen Nieli High Family Office Executive Director of High Family Office and Elected President of High Holdings Corporation The High...
Singapore’s Family Office Growth Surges in 2024
Singapore continues to attract the wealth of the ultra-rich, with the number of family offices posting record growth in 2024.
Corient Acquires Multi-Family Office Business of Geller, Expanding U.S. Wealth Management Presence and Deepening Family Office Capabilities
Corient Private Wealth acquires Geller & Co.’s multi-family office business, a premier New York City-based MFO with $10 billion in...
Family offices drive growth and innovation in private markets
Despite challenges, family offices are reshaping private markets through their long-term vision, entrepreneurial spirit and focus on innovative sectors. Family...
Singapore’s family office count tops 2,000 after record 43% growth
The number of single family offices in Singapore soared to over 2,000 in 2024, despite money laundering concerns and processing...
ASK Wealth launches DIFC office with $1bn AUM target
The Indian wealth manager joins a growing list that are Dubai-bound, and that are seeking to capture Indians setting up...
Hong Kong’s Family Office Association Re-Elects Chair
The association's creation five years ago reflects Hong Kong's push to be more of a hub for family offices.
Pennington Partners & Co. Appoints Christopher Wolfe as President and Chief Investment Officer
Pennington Partners & Co., a leading multi-family office specializing in investment, tax, and estate planning, has announced the appointment of...
Family office Vonrosen eyes partners for Dubai property venture
Family office Vonrosen may bring in a GP for Dubai developer 25 Degrees to help expand it and potentially fuel...
How two family offices are reshaping their India strategy
GreenBear Group and Xin Family Office are deepening their presence in India, with GreenBear supporting emerging fund managers while Xin...
Move Digital CEO Kristof Schöffling Leads AI Revolution in 2025
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Cahero Family Office Leads the Way in Sustainable Investment Solutions
MIAMI, FL, UNITED STATES, January 11, 2025 /EINPresswire.com/ -- Cahero Family Office, a global leader in wealth management and sustainable...
Transforming Infrastructure with Sustainable Solutions: Cahero Family Office’s Vision
MIAMI, FL, UNITED STATES, January 11, 2025 /EINPresswire.com/ -- Cahero Family Office is redefining the future of infrastructure through its...
Empowering Communities through Strategic Partnerships: Cahero Family Office’s Holistic Approach
MIAMI, FL, UNITED STATES, January 11, 2025 /EINPresswire.com/ -- Cahero Family Office is dedicated to advancing sustainable development by forging...
Driving Innovation with Advanced Technology: Cahero Family Office’s Vision for Progress
MIAMI, FL, UNITED STATES, January 11, 2025 /EINPresswire.com/ -- Cahero Family Office continues to integrate advanced technology into its investment...
Cahero Family Office Champions ESG Integration Across Portfolios
MIAMI, FL, UNITED STATES, January 11, 2025 /EINPresswire.com/ -- Cahero Family Office is leading by example in integrating environmental, social,...
Food Security at the Forefront: Cahero Family Office’s Sustainable Agriculture Investments
MIAMI, FL, UNITED STATES, January 11, 2025 /EINPresswire.com/ -- With a growing global population, the importance of sustainable agriculture has...
Univista Insurance mogul Ivan Herrera launches commercial development family office
Insurance king Ivan Herrera is jumping into commercial real estate development after partially selling his Univista empire for $700 million,...
Jack McCluskey Promoted to Senior Vice President at Castle Island Family Office
Jack McCluskey, Senior Vice President Kevin McCluskey, CEO Promotion Highlights Commitment to Client Success and Expands Leadership in Investment Management...
Knight-Swift Transportation Holdings Inc. (NYSE:KNX) Holdings Cut by Fortitude Family Office LLC
Fortitude Family Office LLC lowered its holdings in Knight-Swift Transportation Holdings Inc. (NYSE:KNX - Free Report) by 50.2% in the...
How are family offices revolutionizing wealth management for India’s ultra-rich?
India's ultra-wealthy are increasingly leaning towards family offices for wealth management, favoring their personalized, flexible approach over traditional financial institutions....
Fintech startup GrayQuest raises Rs 80 crore from IIFL Fintech Fund, Ranjan Pai’s Claypond Capital
Education-focused fintech startup GrayQuest has raised Rs 80 crore (around $9.3 million) in a Series B equity funding round led...
Sandstone joins forces with Dhabi Hold Co to elevate $1trln family office sector at summit
Strategic partnership aims to enhance global awareness of the Family Office sector and expand the summit’s reach
Here is what sovereign funds and family offices can invest in: small businesses
Micro Connect pooled more than 11,000 stores and 688 brands in China in 2023, sharing US$113.2 million of revenue with...
Investing in small businesses an option for wealth funds, Charles Li says
Micro Connect pooled more than 11,000 stores and 688 brands in China in 2023, sharing US$113.2 million of revenue with...
Europe’s millionaires are taking kids to bespoke events to prepare them for wealth transfer
Founders are scared their kids are too lazy or lack the skills to take over their businesses, so they're trying...
India’s family offices are transforming domestic private markets
Patient family office money is transforming India’s funding dynamics
KeyCorp Appoints Robert Weiss to Lead Key Family Wealth Division
KeyCorp, a leading financial services company, has appointed Robert Weiss as the new Head of Key Family Wealth.
Many Chinese millionaires are relocating: where are they heading?
In 2023, 13,800 Chinese millionaires left the nation, and the number is projected to rise to 15,200 by the end...
HK Eases Setting Up Of Family Office Businesses
China's Hong Kong Special Administrative Region (HKSAR) government on Tuesday announced details of enhancement measures for the New Capital Investment...
Synovus Bank Names New Leadership for $11B Family Office Division, Aims to Expand Services
Synovus appoints Walt Deriso as CEO and Hamilton Hilsman as president of The Family Office, managing $11B in assets with...
Homrich Berg: Tim Tallach Named As Director Of Advanced Tax Planning And Family Office Services
HB Wealth Management (HB), a leading Atlanta-based fee-only wealth advisor with offices across the Southeast, announced the addition of Tim...
Blitzer Family Office Appoints Soccer Lawyer as General Counsel
Bolt Ventures, the sports-focused family office of billionaire dealmaker David Blitzer, has named a new general counsel in Michelle Hull...
Hong Kong relaxes investment requirements to lure family offices
The government is more closely aligning the new capital investment entrant scheme and family office tax incentives to attract assets.
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
With Intelligence Private Asset Management magazine (PAM) recently announced Mack International as a shortlist nominee for two prestigious 2024 PAM...
Weiss to lead family wealth at KeyBank’s multi-family office business
Former JPMorgan leader joins amid strong growth for the unit.
Paragon Opens for Business in Hong Kong
Paragon Capital Management has opened for business in Hong Kong after obtaining new licenses from the local regulator.
J.P. Morgan Nets Ex-Citi Family Office Advisor
A former family office advisor from Citi has joined J.P. Morgan Private Bank in Singapore.
Citi Wealth’s Asia family office advisory head joins JP Morgan
Faye Ong joins JP Morgan as head of the philanthropy centre Singapore and Southeast Asia.
$18B RIA Homrich Berg welcomes tax planning lead to boost UHNW service
The Atlanta-based firm is raising its appeal to the affluent with a newly created position within its family office and...
Key Bank hires First Republic alum to lead family office
Robert Weiss will be tasked with running $23bn Key Family Wealth, which serves ultra-high net worth clients.
Council Post: Family Offices Vs. Wealth Management Firms: Choosing What’s Best For You
The decision between a family office and a wealth management firm ultimately comes down to your needs, goals and resources.
Former Lombard Odier Banker to Lead Marcuard Family Office
Marcuard Family Office is ushering in a new era as Martin Sutter steps down as CEO after a decade, with...
Homrich Berg Adds Tim Tallach as Director of Advanced Tax Planning and Family Office Services
HB Wealth Management (HB), a leading Atlanta-based fee-only wealth advisor with offices across the Southeast, announces the addition of Tim...
Family office of former Blackstone rainmaker bids for wealth manager
Chinh Chu's CC Capital hopes to succeed where Bain Capital failed.
Redefining Future Of The Single-Family Office
The shape of the family office is changing, with technology and generational movement being among the drivers.
Family Office News In Review: The Headlines That Stood Out In 2024
The stories that made the news help paint a picture of what was top of mind for family offices in...
Swiss stance on Russia may boost family office business in Hong Kong: minister
Switzerland’s neutral image affected by Russia-Ukraine war, treasury secretary Christopher Hui says.
Hong Kong enjoys ‘greater investor appeal’ amid Swiss sanctions on Russia
Treasury minister says city more likely to entice investors to set up family offices after Switzerland’s neutral image called into...
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
Every year Campden Wealth's Family Office Forum includes the ability for participants to experience networking by attending a member-led...
The secretive Saunders family is going all in on lending to the rich
The late John Saunders founded Westfield with Frank Lowy. The family investment vehicle sees plenty of opportunities in helping the...
Kopp Family Office LLC Has $15.76 Million Stake in Vericel Co. (NASDAQ:VCEL)
Kopp Family Office LLC lessened its stake in Vericel Co. (NASDAQ:VCEL - Free Report) by 18.5% during the 3rd quarter,...
Vericel Co. (NASDAQ:VCEL) Shares Sold by Kopp Family Office LLC
Kopp Family Office LLC lessened its stake in Vericel Co. (NASDAQ:VCEL - Free Report) by 18.5% during the 3rd quarter,...
