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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Sarasota family office acquires two Ohio companies

Investments Operations Private Equity United States of America

Nickolas Asset Management has acquired OGO and Medal Technologies in North Baltimore, Ohio.

Your Observer

Chanel Billionaires’ Family Office Bets on Rockefeller Capital

Investments Private Equity WealthTech Investments United States of America

The investment firm owned by the family behind Chanel is acquiring a stake in Rockefeller Capital Management, valuing the wealth...

Bloomberg

Trump-linked Dominari partners with firm backed by Binance founder’s family office

Cryptocurrency Digital Assets FinTech United States of America

A subsidiary of Dominari Holdings, which has ties to President Donald Trump’s sons, is partnering with a blockchain project backed...

Crain Currency

Rockefeller Capital Management Welcomes New Distinguished Families and Investors to Support Next Phase of Growth

Investments Private Equity WealthTech Investments United States of America

Rockefeller Capital Management (“Rockefeller” or “the firm”) today announced a successful recapitalization at an enterprise valuation of over $6.6 billion.

Business Wire

Rockefeller Capital secures backing from Chanel dynasty’s family office and others

Investments WealthTech WealthTech Investments United States of America

The wealth advisory born from one of the world's oldest family offices is now worth $6.6 billion.

CNBC

David Rubenstein’s Family Office Spins Out New Secondaries Firm

Investments Portfolio Management Private Equity United States of America

Carlyle Group Inc. co-founder David Rubenstein’s family office has spun out a team focusing on buying second-hand stakes in private...

Bloomberg

Devon Energy Corporation $DVN Shares Purchased by Callan Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC raised its position in Devon Energy Corporation (NYSE:DVN - Free Report) by 74.8% in the 2nd...

MarketBeat

Callan Family Office LLC Makes New $589,000 Investment in Ford Motor Company $F

Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC acquired a new position in shares of Ford Motor Company (NYSE:F - Free Report) in the...

MarketBeat

Callan Family Office LLC Purchases Shares of 8,179 Toronto Dominion Bank (The) $TD

Banking Providers Investments Listed Stocks & Bonds Canada United States of America

Callan Family Office LLC acquired a new position in shares of Toronto Dominion Bank (The) (NYSE:TD - Free Report) (TSE:TD)...

MarketBeat

Molson Coors Beverage Company $TAP Shares Purchased by Callan Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC raised its holdings in shares of Molson Coors Beverage Company (NYSE:TAP - Free Report) by 189.0%...

MarketBeat

Callan Family Office LLC Has $623,000 Stock Holdings in Leidos Holdings, Inc. $LDOS

Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC lifted its stake in shares of Leidos Holdings, Inc. (NYSE:LDOS - Free Report) by 106.1% in...

MarketBeat

2,720 Shares in AppFolio, Inc. $APPF Purchased by Callan Family Office LLC

Investments Listed Stocks & Bonds Software United States of America

Callan Family Office LLC bought a new position in shares of AppFolio, Inc. (NASDAQ:APPF - Free Report) during the 2nd...

MarketBeat

Callan Family Office LLC Increases Position in Phillips 66 $PSX

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC raised its position in Phillips 66 (NYSE:PSX - Free Report) by 73.1% during the second quarter,...

MarketBeat

Callan Family Office LLC Takes Position in The Cheesecake Factory Incorporated $CAKE

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC bought a new stake in The Cheesecake Factory Incorporated (NASDAQ:CAKE - Free Report) in the 2nd...

MarketBeat

Callan Family Office LLC Purchases 16,840 Shares of Equinor ASA $EQNR

Investments Listed Stocks & Bonds Norway

Callan Family Office LLC grew its position in Equinor ASA (NYSE:EQNR - Free Report) by 180.0% during the second quarter,...

MarketBeat

Autoliv, Inc. $ALV Shares Bought by Callan Family Office LLC

Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC raised its position in Autoliv, Inc. (NYSE:ALV - Free Report) by 157.8% during the 2nd quarter,...

MarketBeat

Callan Family Office LLC Buys 9,926 Shares of Tenaris S.A. $TS

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC increased its stake in shares of Tenaris S.A. (NYSE:TS - Free Report) by 119.5% during the...

MarketBeat

Callan Family Office LLC Buys 3,789 Shares of Alibaba Group Holding Limited $BABA

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC lifted its stake in shares of Alibaba Group Holding Limited (NYSE:BABA - Free Report) by 164.7%...

MarketBeat

Callan Family Office LLC Buys 4,720 Shares of Crh Plc $CRH

Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC raised its stake in shares of Crh Plc (NYSE:CRH - Free Report) by 153.5% during the...

MarketBeat

Callan Family Office LLC Grows Stake in Ameren Corporation $AEE

Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC grew its holdings in Ameren Corporation (NYSE:AEE - Free Report) by 122.4% in the 2nd quarter,...

MarketBeat

Callan Family Office LLC Buys Shares of 2,166 Carvana Co. $CVNA

Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC bought a new stake in shares of Carvana Co. (NYSE:CVNA - Free Report) during the 2nd...

MarketBeat

Callan Family Office LLC Boosts Holdings in PACCAR Inc. $PCAR

Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC boosted its position in PACCAR Inc. (NASDAQ:PCAR - Free Report) by 96.1% during the second quarter,...

MarketBeat

DSWD Gets Outside Investment From 119th Street Capital

Investments Private Equity Strategy United States of America

DSWD, a CPA and advisory firm with offices in Chicago and Frankfort, IL, announced on Oct. 9 that it has...

CPA Practice Advisor

The Phantom Fortunes: Inside the World of Fake Family Offices

Investor Behavior Risk Risk Management United States of America

By Matthias Knab How Imposters, Con Artists, and Sophisticated Fraudsters Are Infiltrating the Ultra-Wealthy's Most Exclusive Networks An investigat

Opalesque

ONEOK, Inc. $OKE Shares Bought by Callan Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC grew its position in shares of ONEOK, Inc. (NYSE:OKE - Free Report) by 141.0% during the...

MarketBeat

Callan Family Office LLC Makes New $919,000 Investment in Western Digital Corporation $WDC

Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC purchased a new position in Western Digital Corporation (NASDAQ:WDC - Free Report) during the 2nd quarter,...

MarketBeat

Callan Family Office LLC Increases Stock Position in United Therapeutics Corporation $UTHR

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC lifted its holdings in shares of United Therapeutics Corporation (NASDAQ:UTHR - Free Report) by 258.3% during...

MarketBeat

Callan Family Office LLC Raises Stake in Alnylam Pharmaceuticals, Inc. $ALNY

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC grew its stake in shares of Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY - Free Report) by 187.9% during...

MarketBeat

Diamondback Energy, Inc. $FANG Stock Position Lifted by Callan Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC lifted its stake in shares of Diamondback Energy, Inc. (NASDAQ:FANG - Free Report) by 55.7% during...

MarketBeat

Callan Family Office LLC Grows Position in Ollie’s Bargain Outlet Holdings, Inc. $OLLI

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC increased its position in shares of Ollie's Bargain Outlet Holdings, Inc. (NASDAQ:OLLI - Free Report) by...

MarketBeat

Callan Family Office LLC Acquires 3,461 Shares of Electronic Arts Inc. $EA

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC raised its holdings in Electronic Arts Inc. (NASDAQ:EA - Free Report) by 113.5% in the second...

MarketBeat

Callan Family Office LLC Acquires Shares of 12,291 Robinhood Markets, Inc. $HOOD

FinTech Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC bought a new stake in shares of Robinhood Markets, Inc. (NASDAQ:HOOD - Free Report) in the...

MarketBeat

Freeport-McMoRan Inc. $FCX Shares Purchased by Callan Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC lifted its holdings in Freeport-McMoRan Inc. (NYSE:FCX - Free Report) by 229.9% in the second quarter,...

MarketBeat

Callan Family Office LLC Boosts Stock Holdings in Target Corporation $TGT

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC grew its position in shares of Target Corporation (NYSE:TGT - Free Report) by 76.9% during the...

MarketBeat

Callan Family Office LLC Increases Stock Holdings in Marvell Technology, Inc. $MRVL

Investments Listed Stocks & Bonds News United States of America

Callan Family Office LLC raised its holdings in shares of Marvell Technology, Inc. (NASDAQ:MRVL - Free Report) by 305.9% in...

MarketBeat

Callan Family Office LLC Purchases 19,203 Shares of Bristol Myers Squibb Company $BMY

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC boosted its position in shares of Bristol Myers Squibb Company (NYSE:BMY - Free Report) by 236.1%...

MarketBeat

Callan Family Office LLC Raises Position in Northrop Grumman Corporation $NOC

Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC grew its holdings in shares of Northrop Grumman Corporation (NYSE:NOC - Free Report) by 119.6% during...

MarketBeat

Callan Family Office LLC Acquires 64,351 Shares of Visa Inc. $V

Banking Providers Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC increased its holdings in shares of Visa Inc. (NYSE:V - Free Report) by 155.0% in the...

MarketBeat

Callan Family Office LLC Purchases 5,212 Shares of Otis Worldwide Corporation $OTIS

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC raised its position in Otis Worldwide Corporation (NYSE:OTIS - Free Report) by 153.0% during the second...

MarketBeat

Callan Family Office LLC Increases Stake in Fresenius Medical Care AG & Co. KGaA $FMS

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC raised its position in Fresenius Medical Care AG & Co. KGaA (NYSE:FMS - Free Report) by...

MarketBeat

Callan Family Office LLC Has $888,000 Stock Holdings in Truist Financial Corporation $TFC

Banking Providers Insurance Listed Stocks & Bonds United States of America

Callan Family Office LLC lifted its stake in Truist Financial Corporation (NYSE:TFC - Free Report) by 48.3% during the second...

MarketBeat

Callan Family Office LLC Boosts Stock Position in Morningstar, Inc. $MORN

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC grew its stake in Morningstar, Inc. (NASDAQ:MORN - Free Report) by 247.8% in the second quarter,...

MarketBeat

Philippines Family Offices Market Worth USD 592.01 Million During 2025-2033

Estate planning Family governance Investments Philippines

The latest report by IMARC Group Philippines Family Offices Market Size Share Trends and Forecast by Type Office Type Asset...

IMARC Group

Theia Ventures announces first close of its maiden $30 million fund

Investments Startups Venture Capital

Theia Ventures, an early-stage venture capital firm, has announced the first close of its maiden $30 million fund (Theia Ventures...

Marca Money

Callan Family Office LLC Has $1.70 Million Stock Holdings in McKesson Corporation $MCK

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC boosted its position in McKesson Corporation (NYSE:MCK - Free Report) by 175.7% in the second quarter,...

MarketBeat

Callan Family Office LLC Buys 51,753 Shares of Intel Corporation $INTC

Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC grew its stake in Intel Corporation (NASDAQ:INTC - Free Report) by 436.1% in the second quarter,...

MarketBeat

Callan Family Office LLC Increases Stock Position in ResMed Inc. $RMD

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC grew its stake in shares of ResMed Inc. (NYSE:RMD - Free Report) by 30.1% during the...

MarketBeat

Callan Family Office LLC Increases Stock Position in Parker-Hannifin Corporation $PH

Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC raised its holdings in shares of Parker-Hannifin Corporation (NYSE:PH - Free Report) by 204.6% during the...

MarketBeat

Mondelez International, Inc. $MDLZ Shares Bought by Callan Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC increased its holdings in Mondelez International, Inc. (NASDAQ:MDLZ - Free Report) by 156.6% in the second...

MarketBeat

Callan Family Office LLC Increases Stock Position in Citigroup Inc. $C

Banking Providers Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC boosted its stake in Citigroup Inc. (NYSE:C - Free Report) by 162.8% during the second quarter,...

MarketBeat

Callan Family Office LLC Has $2.45 Million Stake in Zoetis Inc. $ZTS

Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC increased its stake in shares of Zoetis Inc. (NYSE:ZTS - Free Report) by 140.1% in the...

MarketBeat

Lam Research Corporation $LRCX Shares Acquired by Callan Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC grew its holdings in Lam Research Corporation (NASDAQ:LRCX - Free Report) by 121.5% during the 2nd...

MarketBeat

Callan Family Office LLC Has $2.56 Million Stake in W.R. Berkley Corporation $WRB

Insurance Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC lifted its stake in shares of W.R. Berkley Corporation (NYSE:WRB - Free Report) by 406.0% during...

MarketBeat

Callan Family Office LLC Increases Position in British American Tobacco p.l.c. $BTI

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC lifted its position in shares of British American Tobacco p.l.c. (NYSE:BTI - Free Report) by 245.2%...

MarketBeat

Callan Family Office LLC Purchases 37,400 Shares of Orix Corp Ads $IX

Investments Listed Stocks & Bonds Real Estate United States of America

Callan Family Office LLC boosted its position in shares of Orix Corp Ads (NYSE:IX - Free Report) by 129.5% in...

MarketBeat

Callan Family Office LLC Increases Stake in Prudential Financial, Inc. $PRU

Banking Providers Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC increased its holdings in shares of Prudential Financial, Inc. (NYSE:PRU - Free Report) by 221.0% during...

MarketBeat

Callan Family Office LLC Grows Holdings in Paychex, Inc. $PAYX

Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC grew its stake in Paychex, Inc. (NASDAQ:PAYX - Free Report) by 120.3% during the second quarter,...

MarketBeat

Callan Family Office LLC Purchases 48,269 Shares of Pfizer Inc. $PFE

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC grew its position in Pfizer Inc. (NYSE:PFE - Free Report) by 230.6% in the second quarter,...

MarketBeat

Callan Family Office LLC Has $2.78 Million Holdings in Equinix, Inc. $EQIX

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC lifted its position in Equinix, Inc. (NASDAQ:EQIX - Free Report) by 388.3% in the second quarter,...

MarketBeat

Callan Family Office LLC Acquires 30,790 Shares of Unilever PLC $UL

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC boosted its holdings in Unilever PLC (NYSE:UL - Free Report) by 199.4% during the 2nd quarter,...

MarketBeat

Synopsys, Inc. $SNPS Shares Bought by Callan Family Office LLC

Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC increased its holdings in Synopsys, Inc. (NASDAQ:SNPS - Free Report) by 123.9% in the second quarter,...

MarketBeat

Prologis, Inc. $PLD Shares Acquired by Callan Family Office LLC

Investments Listed Stocks & Bonds Real Estate United States of America

Callan Family Office LLC increased its stake in Prologis, Inc. (NYSE:PLD - Free Report) by 316.9% during the second quarter,...

MarketBeat

Callan Family Office LLC Has $1.87 Million Stock Position in U.S. Bancorp $USB

Banking Providers Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC increased its position in U.S. Bancorp (NYSE:USB - Free Report) by 92.2% in the second quarter,...

MarketBeat

UBS Group AG $UBS Shares Acquired by Callan Family Office LLC

Banking Providers Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC grew its stake in UBS Group AG (NYSE:UBS - Free Report) by 150.7% in the 2nd...

MarketBeat

Duke Energy Corporation $DUK Shares Bought by Callan Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC lifted its holdings in shares of Duke Energy Corporation (NYSE:DUK - Free Report) by 110.0% in...

MarketBeat

Callan Family Office LLC Acquires 4,782 Shares of Autodesk, Inc. $ADSK

Investments Listed Stocks & Bonds Software United States of America

Callan Family Office LLC raised its position in shares of Autodesk, Inc. (NASDAQ:ADSK - Free Report) by 259.8% in the...

MarketBeat

Callan Family Office LLC Has $7.48 Million Stake in American Express Company $AXP

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC increased its position in shares of American Express Company (NYSE:AXP - Free Report) by 86.1% during...

MarketBeat

Callan Family Office LLC Increases Position in Snowflake Inc. $SNOW

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC raised its position in Snowflake Inc. (NYSE:SNOW - Free Report) by 255.4% during the second quarter,...

MarketBeat

Honeywell International Inc. $HON Stock Position Lifted by Callan Family Office LLC

Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC boosted its stake in shares of Honeywell International Inc. (NASDAQ:HON - Free Report) by 73.1% during...

MarketBeat

Callan Family Office LLC Has $3.48 Million Holdings in Stryker Corporation $SYK

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC lifted its position in shares of Stryker Corporation (NYSE:SYK - Free Report) by 112.5% during the...

MarketBeat

Callan Family Office LLC Grows Stake in HP Inc. $HPQ

Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC lifted its position in HP Inc. (NYSE:HPQ - Free Report) by 226.6% during the second quarter,...

MarketBeat

Callan Family Office LLC Has $3.66 Million Holdings in Sumitomo Mitsui Financial Group Inc $SMFG

Banking Providers Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC lifted its position in shares of Sumitomo Mitsui Financial Group Inc (NYSE:SMFG - Free Report) by...

MarketBeat

Danaher Corporation $DHR Shares Acquired by Callan Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC grew its holdings in Danaher Corporation (NYSE:DHR - Free Report) by 102.9% in the 2nd quarter,...

MarketBeat

Callan Family Office LLC Invests $3.79 Million in Fortive Corporation $FTV

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC purchased a new position in Fortive Corporation (NYSE:FTV - Free Report) during the second quarter, according...

MarketBeat

Callan Family Office LLC Raises Stock Holdings in AT&T Inc. $T

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC boosted its stake in shares of AT&T Inc. (NYSE:T - Free Report) by 257.6% during the...

MarketBeat

International Business Machines Corporation $IBM Shares Purchased by Callan Family Office LLC

Investments Listed Stocks & Bonds News United States of America

Callan Family Office LLC increased its position in shares of International Business Machines Corporation (NYSE:IBM - Free Report) by 467.1%...

MarketBeat

Sysco Corporation $SYY Shares Purchased by Callan Family Office LLC

Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC increased its holdings in shares of Sysco Corporation (NYSE:SYY - Free Report) by 195.5% in the...

MarketBeat

Callan Family Office LLC Has $5.48 Million Stock Holdings in TE Connectivity Ltd.

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC lifted its position in shares of TE Connectivity Ltd. (NYSE:TEL - Free Report) by 225.1% in...

MarketBeat

Graco Inc. $GGG Shares Acquired by Callan Family Office LLC

Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC lifted its position in shares of Graco Inc. (NYSE:GGG - Free Report) by 1,026.2% during the...

MarketBeat

Callan Family Office LLC Purchases 51,162 Shares of HDFC Bank Limited $HDB

Banking Providers Investments Listed Stocks & Bonds India United States of America

Callan Family Office LLC boosted its position in shares of HDFC Bank Limited (NYSE:HDB - Free Report) by 200.8% during...

MarketBeat

Tesla, Inc. $TSLA Shares Acquired by Callan Family Office LLC

Automative technology Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC grew its stake in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 224.7% in the 2nd quarter,...

MarketBeat

Walmart Inc. $WMT Shares Acquired by Callan Family Office LLC

Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC lifted its stake in shares of Walmart Inc. (NYSE:WMT - Free Report) by 133.3% during the...

MarketBeat

Callan Family Office LLC Purchases 45,458 Shares of Invesco QQQ $QQQ

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC increased its position in Invesco QQQ (NASDAQ:QQQ - Free Report) by 646.0% in the second quarter,...

MarketBeat

Hong Kong steps up efforts to meet evolving family office needs

Estate planning Family governance Investments Hong Kong

It is shaping new policies to attract more global family offices.

DealStreetAsia

Callan Family Office LLC Boosts Holdings in Comcast Corporation $CMCSA

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC grew its holdings in Comcast Corporation (NASDAQ:CMCSA - Free Report) by 227.3% in the 2nd quarter,...

MarketBeat

Callan Family Office LLC Increases Stake in Oracle Corporation $ORCL

Investments Listed Stocks & Bonds Software United States of America

Callan Family Office LLC lifted its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 93.8% during the...

MarketBeat

Callan Family Office LLC Buys 80,358 Shares of Cisco Systems, Inc. $CSCO

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC raised its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 152.2% in...

MarketBeat

Callan Family Office LLC Raises Stake in Chevron Corporation $CVX

Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC lifted its holdings in shares of Chevron Corporation (NYSE:CVX - Free Report) by 82.0% in the...

MarketBeat

CocaCola Company (The) $KO Shares Purchased by Callan Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC lifted its stake in CocaCola Company (The) (NYSE:KO - Free Report) by 164.2% in the 2nd...

MarketBeat

Amgen Inc. $AMGN Shares Purchased by Callan Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC raised its position in shares of Amgen Inc. (NASDAQ:AMGN - Free Report) by 110.5% in the...

MarketBeat

Callan Family Office LLC Buys 89,053 Shares of CVS Health Corporation $CVS

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC lifted its stake in shares of CVS Health Corporation (NYSE:CVS - Free Report) by 277.8% during...

MarketBeat

Callan Family Office LLC Acquires 44,954 Shares of The Walt Disney Company $DIS

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC grew its holdings in The Walt Disney Company (NYSE:DIS - Free Report) by 211.9% in the...

MarketBeat

Callan Family Office LLC Boosts Holdings in AbbVie Inc. $ABBV

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC lifted its stake in AbbVie Inc. (NYSE:ABBV - Free Report) by 89.1% in the 2nd quarter,...

MarketBeat

Callan Family Office LLC Raises Stock Position in Occidental Petroleum Corporation $OXY

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC boosted its holdings in Occidental Petroleum Corporation (NYSE:OXY - Free Report) by 224.9% in the 2nd...

MarketBeat

Callan Family Office LLC Purchases 881 Shares of Booking Holdings Inc. $BKNG

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC raised its position in shares of Booking Holdings Inc. (NASDAQ:BKNG - Free Report) by 236.2% in...

MarketBeat

Callan Family Office LLC Raises Stock Holdings in Novartis AG $NVS

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC raised its position in Novartis AG (NYSE:NVS - Free Report) by 233.5% during the 2nd quarter,...

MarketBeat

Intuit Inc. $INTU Stake Boosted by Callan Family Office LLC

Investments Listed Stocks & Bonds Software United States of America

Callan Family Office LLC grew its stake in shares of Intuit Inc. (NASDAQ:INTU - Free Report) by 41.7% in the...

MarketBeat

Callan Family Office LLC Has $14.71 Million Stock Holdings in Cencora, Inc.

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC boosted its stake in shares of Cencora, Inc. (NYSE:COR - Free Report) by 65.9% in the...

MarketBeat

Callan Family Office LLC Grows Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by...

MarketBeat

Intuitive Surgical, Inc. $ISRG Shares Acquired by Callan Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC grew its position in Intuitive Surgical, Inc. (NASDAQ:ISRG - Free Report) by 128.0% during the second...

MarketBeat

Wells Fargo & Company $WFC Position Lifted by Callan Family Office LLC

Banking Providers FinTech Listed Stocks & Bonds United States of America

Callan Family Office LLC raised its stake in shares of Wells Fargo & Company (NYSE:WFC - Free Report) by 207.5%...

MarketBeat

Callan Family Office LLC Increases Position in Costco Wholesale Corporation $COST

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC increased its stake in Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 470.7% in the second...

MarketBeat

Callan Family Office LLC Purchases 151,869 Shares of The Charles Schwab Corporation $SCHW

Banking Providers Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC boosted its position in The Charles Schwab Corporation (NYSE:SCHW - Free Report) by 224.3% during the...

MarketBeat

Netflix, Inc. $NFLX Stock Holdings Lifted by Callan Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC increased its holdings in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 104.5% during the...

MarketBeat

Callan Family Office LLC Acquires 19,884 Shares of Eli Lilly and Company $LLY

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC increased its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 86.7%...

MarketBeat

Hong Kong Continues To Broadcast Family Office Ambitions

Family governance Jurisdictions Strategy Hong Kong

The Asian city has for several years highlighted its work to encourage family offices to set up there.

WealthBriefing

Rogers-based Emeraude provides family wealth, business support – Talk Business & Politics

Estate planning Family governance Mediation & family dynamics United States of America

Emeraude, based in the Pinnacle Hills area of Rogers, was born out of a need to serve clients of a...

Talk Business & Politics

Chicago CPA firm gets family office investment

Investments Ownership Chicago

Chicago-based CPA firm DSWD received an investment from 119th Street Capital, a family office based in Indiana that invests in...

Arizent

Gerard Fischer and American Family Insurance Work Hard for Clients

Best Practices Insurance United States of America

GODFREY - Gerard Fischer with American Family Insurance wants the best for his clients. Located at 3014 Godfrey Road in...

RiverBender

Financial Gravity Companies Appoints Gretchen Roberts as Family Office Director

Estate planning Family governance Succession planning United States of America

Financial Gravity Companies, Inc. (OTC: FGCO) welcomes Gretchen Roberts aboard as a new Family Office Director. Gretchen Roberts is a......

Citybiz

Episode 44: From Law to Legacy: A Conversation with James E. Hughes Jr.

Estate planning Family governance Succession planning United States of America

In this thought-provoking episode of Family Office Intel, Henry Brandts-Giesen, Global Co-Chair of Dentons Family Office & High Net Worth...

Dentons

Inside Family Office EverWatch’s Thesis-Driven Approach

Family governance Investments Portfolio Management United States of America

In the ten years since Theodore Kokas was brought in to run investments, single family office EverWatch Financial has only...

Institutional Investor

Pickleball today, rugby tomorrow: Hong Kong family office begins sports push

Innovation Startups Strategy Hong Kong Japan

Pickleball partnership is LIT Sports Global’s first foray into industry, and talks are afoot to take Hong Kong franchise into...

South China Morning Post

Hong Kong Launches Family Office Playbook

Estate planning Family governance Succession planning Hong Kong

In an effort to further facilitate ultra-rich individuals considering settling in Hong Kong, the city has launched a playbook to...

Finews Asia

Klay Group appoints Srajan Gupta as Director, Multi-Family Office

Estate planning Family governance Succession planning India

In this role, Srajan Gupta will report to Achal Aroura, Head of MFO and will focus on strengthening Klay Capital’s...

Zawya

CZ’s Family Office Launches $1 Billion BNB Builder Fund

Cryptocurrency Digital Assets FinTech United States of America

The $1 billion builder fund from CZ’s family office aims to back BNB Chain projects in AI, DeFi, real-world assets,...

99Bitcoins

CZ’s Family Office Unveils $1 Billion Builder Fund for BNB Chain

Cryptocurrency Digital Assets Venture Capital United States of America

Changpeng “CZ” Zhao’s family office, now operating as YZi Labs after rebranding from Binance Labs, has revealed a $1 billion...

99bitcoins

Blackstone Billionaire James’ Family Office Starts Biotech Fund

Health & Longevity Investments Venture Capital United States of America

Tony James’ family office has launched a fund focused on the health-care sector as the Blackstone Inc. billionaire adopts more...

Bloomberg

Theia Ventures Announces BII as Anchor Investor as it Confirms First Close of $30M Fund

Investments Startups Venture Capital India

Theia Ventures Announces BII as Anchor Investor as it Confirms First Close of $30M Fund - NewsVoir Bangalore (Karnataka) [India],...

NewsVoir

CZ Family Office Kickstarts $1 Billion Builder Fund on BNB

Cryptocurrency Digital Assets Venture Capital United Arab Emirates

Binance co-founder Changpeng Zhao's family office is setting aside $1 billion for long-term builders on BNB Chain.

Decrypt

Theia Ventures Secures $15 Million in Maiden Fund First Close to Back Deeptech and Decarbonisation Startups

Impact Startups Venture Capital India

Venture capital firm Theia Ventures has announced the first close of its inaugural fund, raising $15 million toward its $30...

Indian Startup Times

Chilean executive appointed CEO of Jeff Bezos’s father’s family office

Estate planning Family governance Strategy Chile

Mike Bezos, father of Amazon founder Jeff Bezos, has appointed Chilean executive Valeria Alberola as the new CEO of his...

UPI

A family office’s long view on Miami tech

Startups Technology Venture Capital United States of America

The story of Miami’s tech scene is often told through the lens of founders and venture funds. Less visible –...

Refresh Miami

Theia Ventures $30M Fund Supports Clean Tech

Impact Investments Venture Capital United States of America

Theia Ventures has launched a $30 million fund to support clean technology initiatives. This fund aims to drive innovation and...

Editorji

Family Office of America Completes Asset Acquisition

Investments Portfolio Management Private Equity United States of America

Family Office of America ($FOFA) just unveiled an update. Family Office of America, Inc. entered into an Asset Purchase Agreement...

TipRanks

Hong Kong shapes policies to widen appeal to family offices, treasury chief says

Family governance Investments Jurisdictions Hong Kong

Last month, the government achieved its previous target of facilitating 200 family offices to establish a presence in the city.

South China Morning Post

Hong Kong revamps family office rules to widen global appeal, targets 220 more by 2028

Investments Jurisdictions Tax Hong Kong

Hong Kong is widening its appeal to global family offices, as it shapes new policies designed to meet emerging trends...

South China Morning Post

Raffles Family Office bolsters Hong Kong team with key hires | Moves

Banking Providers Family governance Next Generation Hong Kong

The appointments come as demand for sophisticated wealth management solutions from Asia's ultra-wealthy families and their next generations continues to...

Asian Investor

UHNW Institute Sets Up Single-Family Office Circle

Family governance Strategy Succession planning United States of America

The launch is another step in a series of offerings from the non-profit think tank, with which this publication is...

WealthBriefing

Hedge funds, crypto lure Gulf heirs set to inherit $1 trillion

Cryptocurrency Investments Succession planning United Arab Emirates

The willingness to test a new asset class offers a window into the shifts emerging in one of the world’s...

Crain Currency

Single family office Racson Capital builds exposure in Australian real estate and private credit

Family governance Investments Real Estate Australia

Singapore-based Racson Capital is building disciplined, conviction-driven investing in private credit and real estate, with a special focus on Australia.

Asian Investor

Where to Find Big Paydays in Private Wealth

Portfolio Management Private Bank WealthTech United States of America

Seven-figure salaries await those who manage the fortunes of the ultra-rich — if they're lucky enough to be based in...

Bloomberg

Medicus Pharma Ltd. to Present at the Family Office Summit in Dubai, UAE

Health & Longevity Leadership Strategy Dubai

Executive Chairman & CEO of Medicus to participate in a panel discussion.

Corsicana Daily Sun

Next-Gen Gulf Heirs Push Family Wealth Into Crypto and Hedge Funds

Cryptocurrency Investments Next Generation United Arab Emirates

Next-gen heirs in the Gulf are steering centuries-old fortunes toward crypto and hedge funds, signaling a break from the traditional...

CryptoNews

Hedge Funds and Crypto Lure Gulf Heirs Set to Inherit $1 Trillion

Cryptocurrency Estate planning Investments United Arab Emirates

In 2020, two young brothers at a 135-year-old Gulf merchant family approached one of its money-managers with an idea: bet...

Bloomberg

ME single family offices eye digital assets with caution, says Goldman Sachs PWM’s Campos

Cryptocurrency Digital Assets Next Generation United Arab Emirates

Cautious curiosity is defining how Middle Eastern family offices approach crypto, Goldman Sachs finds, even as next-gen investors push portfolios...

Goldman Sachs

Tycoon Lawrence Ho’s family office opens world’s first resort hospital in Macau

Health & Longevity Luxury & Lifestyle Macau

The hospital, which offers health screening, diagnostic imaging and longevity treatments, will help boost gaming hub’s medical tourism bid.

South China Morning Post

UHNW Institute’s Chairman, CEO Explains Single-Family Office Circle’s Creation

Family governance Strategy Succession planning United States of America

We talk to the CEO, co-founder and chairman of the think tank about its new venture catering to single-family offices,...

WealthBriefing

Sofia Leads Family Office into Next-Gen Gold Trading Amid Digital Identity Battles

Banking Providers Digital Assets Next Generation Los Angeles Spain

Madrid June 2025 Amidst the rapidly transforming global financial and compliance landscape Sofia, the third generation heir to a Spanish...

Open PR

Family Offices Unlock Renewable Tax Equity Returns

Impact & ESG Investments Tax

Family offices can access institutional-level renewable energy investments with rapid capital recovery and high returns before policy changes end chances.

Safeguarding wealth across generations

Estate planning Family governance Succession planning Switzerland

As global wealth continues to transfer from one generation to the next, family offices face rising complexity in balancing tradition...

Private Banker International

Indian regulator denies reports on family office oversight

Compliance Governance Oversight India

The Securities and Exchange Board has begun discussions on making family offices disclose their entities, assets and investment returns.

Crain Currency

Leon Capital Group Appoints Travis Pittman to Launch Family Office and Private Capital Advisory Services

Innovation Investments Private Equity United States of America

Leon Capital Group, a diversified holding company for a privately-owned group of entities, today announced that Travis Pittman has joined...

Business Wire

Global Family Office Investment Summit Hosted by Anthony Ritossa Unveils 28th Edition in Miami: Connecting Minds & Creating the Future

Family governance Investments Succession planning United States of America

/CNW/ -- The 28th Edition Global Family Office Investment Summit is set to take the stage November 19-20 at the...

PR Newswire

Finarkein raises $1.5 Mn in pre-Series A round led by DSP Group Family Office

Data FinTech Technology India

Finarkein specializes in open finance, data intelligence, and AI infrastructure. The company helps financial institutions and other businesses build on...

Entrackr

Indian fintech startup Finarkein raises $1.5 million from DSP Group Family Office, others

FinTech Startups Venture Capital India

Indian fintech startup Finarkein today said it has raised $1.5 million in an extended pre-Series A funding round led by...

Indian Startup News

Château Haute Germaine: A Legacy Estate Designed for Family Offices

Estate planning Family governance Real Estate France

Château Haute Germaine Château in Le Broc Luxury Real Estate France A historic 69-hectare Côte d’Azur estate offering family offices...

Siouxland Proud

Australia Luxury Perfume Market Size, Share, Trends and Forecast by 2025-2033

Competitive Analysis Luxury & Lifestyle Trends Australia

Australia Luxury Perfume Market Overview Market Size in 2024 USD 266.40 Million Market Size in 2033 USD 416.83 Million Market...

IMARC Group