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 Commonwealth advisors reunite as Summit Wealth buys $470M Premier Private Wealth
Summit Wealth Group paired its first acquisition with the launch of a family office unit, as CEO Randy Morris shares...
Callan Family Office Tops $10B in Assets Just Four Years After Launch
PHILADELPHIA, PA — Callan Family Office has surpassed $10 billion in assets under management, reaching the milestone less than four...
CLEARSTEAD ADVISORS ANNOUNCES ACQUISITION OF THE CLARIUS GROUP
Deal Expands Family Office Capabilities for Ultra-High-Net-Worth Clients
Permira chair moves to Switzerland as wealthy executives rethink residency strategies
Permira chair moves to Switzerland as wealthy executives rethink residency strategies. Following the latest high-profile move, Spear's maps the ultra-wealthy...
When Family Offices’ Long-Term Views Meet Near-Term Crises
Trump’s moves are putting everyone on edge -- including patient investors
JPMorgan: Family Offices Shun Bitcoin as AI Bets Rise
JPMorgan Private Bank's 2026 family office survey found AI is the top investment theme, but most exposure remains in public...
Callan Family Office LLC Has $9.58 Million Position in AbbVie Inc. $ABBV
Callan Family Office LLC raised its position in AbbVie Inc. (NYSE:ABBV - Free Report) by 18.2% in the 3rd quarter,...
JPMorgan Says Family Offices Are Dumping Crypto for AI Bets
JPMorgan’s 2026 Global Family Office Report, surveying 333 family offices across 30 countries with an average net worth of $1.6...
Summit Adds Commonwealth Advisor to Lead New Family Office Group
Summit Wealth Group has added a Commonwealth advisor who brings family-office expertise and $470M in assets.
Callan Family Office LLC Reduces Stock Position in Invesco QQQ $QQQ
Callan Family Office LLC cut its holdings in Invesco QQQ (NASDAQ:QQQ - Free Report) by 79.6% during the third quarter,...
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Position Trimmed by Callan Family Office LLC
Callan Family Office LLC lessened its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 3.6% during...
Callan Family Office LLC Increases Stock Position in Oracle Corporation $ORCL
Callan Family Office LLC boosted its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 30.3% during the 3rd quarter,...
CocaCola Company (The) $KO Shares Sold by Callan Family Office LLC
Callan Family Office LLC decreased its holdings in CocaCola Company (The) (NYSE:KO - Free Report) by 12.0% in the third...
Callan Family Office LLC Sells 8,664 Shares of Johnson Controls International plc $JCI
Callan Family Office LLC lessened its holdings in shares of Johnson Controls International plc (NYSE:JCI - Free Report) by 6.2%...
Callan Family Office LLC Lowers Stake in FedEx Corporation $FDX
Callan Family Office LLC decreased its position in FedEx Corporation (NYSE:FDX - Free Report) by 11.3% in the third quarter,...
JP Morgan: 89% of Family Offices Sideline Crypto as LiquidChain Surges
JP Morgan reveals 89% of family offices lack crypto exposure due to complexity. See how LiquidChain ($LIQUID) solves this with...
Callan Family Office LLC Trims Stake in ASML Holding N.V. $ASML
Callan Family Office LLC cut its stake in shares of ASML Holding N.V. (NASDAQ:ASML - Free Report) by 13.1% during...
Family offices place big bets on AI, alternatives and governance, JPMorgan reveals
Major 2026 global survey shows wealthy families navigating inflation risks, talent costs and portfolio gaps.
Asia’s super-rich families risk losing fortunes without a cohesive wealth transfer plan: Report
Asia Pacific's richest families risk losing fortunes without cohesive wealth transfer and legacy plans, despite growing interest in AI for...
Asia’s super rich families risk losing fortunes without a cohesive wealth transfer plan
Asia Pacific's richest families risk losing fortunes without cohesive wealth transfer and legacy plans, despite growing interest in AI for...
ISS MI Acquires Family Office Data Platform
Family Office Access brings private wealth management data to ISS MI’s platform.
3 Trends Are Reshaping the Needs of Ultrawealthy Families. How Family Offices Need to Adapt.
Ultrawealthy families are becoming more like midsize enterprises when it comes to the complexity of their finances.
Family offices shun crypto despite hype, with 89% holding no digital assets: JPMorgan Private Bank
The appetite for traditional and emerging hedges remains limited among wealthy families, according to JPMorgan Private Bank’s 2026 Global Family...
Family offices hop on AI revolution train, shun gold hedge
Global family offices are looking to AI investments via private market strategies instead of traditional hedges such as gold to...
Family offices brace for higher inflation with real estate and alternative investments
More than 60% of U.S. family offices cited interest rates and inflation as among the top risks to their portfolios,...
J.P. Morgan Private Bank Releases 2026 Global Family Office Report
J.P. Morgan Private Bank today announced the release of its 2026 Global Family Office Report, a comprehensive analysis of the...
AI Leads Family Office Investment Themes, JPMorgan Says
Artificial intelligence tops the investment priority list for family offices globally, a survey from JPMorgan Chase & Co.’s private bank...
Wealthy Families Aren’t Investing Enough in AI. A Shift Is Coming.
A J.P. Morgan Private Bank survey of global single-family offices find more than half aren’t exposed to private companies leading...
Family offices chase AI but governance and infrastructure lag
Family offices chase AI but governance and infrastructure lag. While AI tops investment priorities, most families have little or no...
Armundia launches AI platform for modern family offices
IBS Intelligence (IBSi) is the world’s only pure-play Financial Technology focused research, advisory, and fintech news analysis firm, with a...
The Phantom Fortunes: Inside the World of Fake Family Offices
By Matthias Knab How Imposters, Con Artists, and Sophisticated Fraudsters Are Infiltrating the Ultra-Wealthy's Most Exclusive Networks An investigat
Global Politics, Talent Woes, Legacy Anxiety And Private Equity Top 2026 Family Office Concerns
A new survey of the world’s family offices sector examines what these organizations are most concerned about and where they...
Senior UBS Family Office, UHNW Client Services Figure Expands Role
The Swiss firm in December last year made changes to its operating model, including the consolidation of its global family...
Top 100 Family Office Consultants: #1 Consulting Scott Steinberg
Top 100 family office consultants list: Hire famous #1 bestselling strategy consultant and futurist celebrity keynote speaker Scott Steinberg. Expert...
Walton family office expands investment team to advance ESG strategy
Builders Vision adds public and private market heads to advance ESG-driven returns.
responsAbility secures $239m PE fund mandate from European family office
The Swiss impact investor has raised $460 million for its Asia Climate Strategy.
Stanley Druckenmiller says Kevin Warsh is not a permanent policy ‘hawk’
Fed chair nominee ‘believes you can have growth without inflation’, according to his longtime mentor
CVC billionaire leaving Britain shakes up London family office
CVC Capital Partners cofounder Rolly van Rappard readies a major overhaul.
Like institutional investors, family offices are banding together
Private wealth investors are pooling resources and pursuing more club deals to benefit from scale and shared expertise.
Stanley Druckenmiller’s Duquesne Family Office: Top 5 Growth-at-Reasonable-Price Picks
Stanley Druckenmiller never had a losing year in three decades running money. When someone with that track record loads up...
Stanley Druckenmiller’s Duquesne Family Office: Top 5 Growth-at-Reasonable-Price Picks
Stanley Druckenmiller never had a losing year in three decades running money. When someone with that track record loads up...
How investment firms of the ultra-rich partner with PE funds to find top deals and save on fees
By co-investing with PE firms, family offices source deals at a lower cost and faster pace.
Family Office Investment Trends: Alternative Funds & Private Placements
Family Office Investment Trends: Alternative Funds & Private Placements
Richie Hosein Invited to Speak on AI & Healthcare at Global Family Office Investment Summit in Dubai
Richie Hosein, Founder & CEO of FreeHealth.ai and President of the Board of the Global Healthcare Leaders Foundation, has been...
For Family Offices In Motion, It’s Much More Than Just Taxes
Continuing our look at the changing footprints of family offices around the world, we talk to a Denmark-based family business...
Callan Family Office Crosses $10 Billion in Assets Under Management
Organic growth powered the ultra-high-net-worth multifamily office to $10 billion in under four years as an independent firm.
Family office of NBA star Giannis Antetokounmpo buys North Side apartments
The family office of Milwaukee Bucks forward Giannis Antetokounmpo recently paid about $21 million for the 56-unit Harmony Apartments in...
JPMorgan Chase & Co. $JPM Shares Bought by Stenger Family Office LLC
Stenger Family Office LLC increased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 11.9%...
Family Offices Defy ‘Sell America’ Trade With Deal Spree in US
Family offices are striking US deals on everything from crypto firms to granola, splashing out on a range of assets...
WAIB Summit Monaco 2026 Sponsored Event Announcement
Editorial and compliance audit of sponsored content announcing WAIB Summit Monaco 2026, focusing on neutrality, EEAT, YMYL, and Google News...
WAIB Summit Monaco 2026 Sponsored Event Announcement Compliance Audit
Editorial and compliance audit of sponsored content announcing WAIB Summit Monaco 2026, focusing on neutrality, EEAT, YMYL, and Google News...
Family Office Hours: Managers, Agents and Assorted Splits
Our own Marc Pollack explores the evolving management equation, top tours, hot new deals and other trending topics.
Family office to buy SoCal offices from Granite
The Orange County deal comes after local office sales jumped last year.
Angeles Wealth Management Acquires XO Capital to Launch Angeles Family Office
Angeles Wealth Management acquires XO Capital to launch Angeles Family Office (AFO), a fully integrated solution for generationally wealthy families.
WAIB Summit 2026 returns in Monaco to unite leaders in AI, web3, and digital assets
WAIB Summit Monaco 2026 brings founders, investors, regulators, and innovators together for elite web3 and AI dialogue.
Perkins Coie Adds Family Office and Tax Lawyer Mohsen Ghazi as Partner in Chicago
Perkins Coie is pleased to announce that Mohsen Ghazi has joined the firm’s Private Client Services practice as a partner...
Stenger Family Office LLC Has $13.08 Million Stock Position in Meta Platforms, Inc. $META
Stenger Family Office LLC grew its holdings in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 13.4% during the 3rd...
Why Family Offices Are Exploding Globally
How Family Offices Are Reshaping Wealth Management Worldwide
The US Is Still Our Core, Asia Is Where Growth Happens: How Singapore Family Offices Balance Scale and Opportunity
Singapore family offices anchor portfolios in the US for scale while expanding across Asia into alternatives and high-growth private markets.
Raffles Family Office hires Pradinan Arkarachinores as managing director
The multi-family office is strengthening client advisory capabilities with veteran wealth management professional.
MFO Wisdom Group Nets Wealth Veteran
Multi-family office Wisdom Group has hired a wealth management veteran as a managing director and senior advisor.
Family office Valkin bets on public markets with AI winners elusive
As artificial intelligence accelerates through the real economy, the Singapore-based group's principal explains why operational impact and capital discipline matter...
Stenger Family Office LLC Increases Stock Holdings in Alphabet Inc. $GOOG
Stenger Family Office LLC boosted its holdings in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 38.2% in the 3rd quarter,...
QUALCOMM Incorporated $QCOM Shares Sold by Biltmore Family Office LLC
Biltmore Family Office LLC reduced its stake in shares of QUALCOMM Incorporated (NASDAQ:QCOM - Free Report) by 70.4% in the...
Biltmore Family Office LLC Purchases Shares of 26,900 Dell Technologies Inc. $DELL
Biltmore Family Office LLC acquired a new position in Dell Technologies Inc. (NYSE:DELL - Free Report) in the third quarter,...
Visa Inc. $V Shares Purchased by Biltmore Family Office LLC
Biltmore Family Office LLC increased its holdings in Visa Inc. (NYSE:V - Free Report) by 118.4% in the third quarter,...
Biltmore Family Office LLC Boosts Stock Position in Equifax, Inc. $EFX
Biltmore Family Office LLC boosted its stake in shares of Equifax, Inc. (NYSE:EFX - Free Report) by 32.5% in the...
Biltmore Family Office LLC Raises Stock Position in The Goldman Sachs Group, Inc. $GS
Biltmore Family Office LLC boosted its stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS - Free Report) by...
Anthony Ritossa’s Global Family Office Investment Summit to Celebrate Landmark 10-Year Anniversary in Dubai
Marking a Decade of Quiet Capital Formation and Generational Deal-Making DUBAI, UNITED ARAB EMIRATES, January 19, 2026
Millionaire family shares biggest money mistakes, wealth legacy plan
Bobby and Sofia Castro built a nine-figure fortune. Here's the plan they wrote for their family and their wealth.
Fiduciary Family Office LLC Has $4.28 Million Position in Broadcom Inc. $AVGO
Fiduciary Family Office LLC trimmed its holdings in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 10.9% in the...
How Private Capital, Family Offices are Reshaping Deal Flow
Family offices are stepping in as steady capital for upstream oil and gas deals, while private equity turns to continuation...
In major shift, more family offices are shifting to fractional hiring, modular staffing
Family offices are relying on fractional specialists, AI experts and digital concierges in 2026.
News | NBA star Antetokounmpo buys Chicago building to extend multifamily acquisitions spree
Previous deals by his family office were in Brooklyn and Wisconsin.
News | NBA star Antetokounmpo’s Chicago apartments deal extends buying spree
Previous deals by his family office were in Brooklyn and Wisconsin.
Exclusive: Ex-HSBC family office head for GSA to join Barclays
Barclays' private bank in the UAE continues to build up its South Asia coverage, hiring from Singapore.
Ex-BNP Paribas Private Banker Joins Raffles Family Office
A 20-year industry veteran and former BNP Paribas private banker has joined Raffles Family Office as a managing director.
Philanthropists Increasingly Turn to Family Offices to Manage Giving
While the concept isn’t new, the rapid proliferation of family offices in recent times has attracted notice.
Berkadia’s Latest Innovations
Berkadia arranged the sale of Marc Hampton Apartments, a 124-unit apartment community in the Monmouth County community of Matawan, NJ....
When the ultra rich hire family for their private investment firms, what to pay them can be tricky
Even among the wealthiest families, the issue of salary is a loaded topic, according to advisors to family offices.
Solid Power, Inc. $SLDP Shares Sold by CVA Family Office LLC
CVA Family Office LLC lowered its position in shares of Solid Power, Inc. (NASDAQ:SLDP - Free Report) by 49.3% during...
Truvalu notches African agriculture exit to Dutch family office
The exit was through a strategic sale to an undisclosed Dutch family office that has co-invested in the business since...
ANALYSIS: Family Offices In Motion – London’s Challenges, Widening Office Footprint
This news service looks at how the UK-based family office industry has handled challenges of rising taxes on wealthy foreigners...
Singapore vs. Switzerland for Asia’s Wealthy
Insights from Marcin Dadura.
Mr Gatti’s Pizza Sells Majority Stake to Dallas Family Office
Mr Gatti’s Pizza announced Wednesday that it sold a majority stake to Dallas-based OneRyan Global LLC, the family office of...
Multi-family office CV Advisors adds Bridgewater alum
CV Advisors, a multi-family office, has hired Hailey Gordon as a portfolio manager overseeing client advisory and the firm's research...
Family Offices Pool Resources to Save Money and Get Better Service: Survey
Such collaboration effectively enables them to operate like a private bank at much lower cost, Ocorian research finds.
Johnson & Johnson $JNJ Holdings Cut by Stenger Family Office LLC
Stenger Family Office LLC lowered its stake in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 80.4% in...
NH Investment & Securities announced on the 21st that the number of customers with high assets o..
NH Investment & Securities announced on the 21st that the number of customers with high assets of more than 3...
OneRyan Global acquires a controlling stake in Mr. Gatti’s Pizza
The Texas-based pizza buffet chain is being sold to a family office investment firm of tax consultant Brint Ryan.
$381m family office taps ex-Wealthspire CIO to head investment platform
Multi-family office Collaborative Capital Advisors has hired Michael Moriarty as its CIO to spearhead its investment platform.
$381m family office poaches Wealthspire CIO
Multi-family office Collaborative Capital Advisors has hired Michael Moriarty as its CIO to spearhead its investment platform.
Family office pay: Where you can earn $8m+
It's not America.
Former Wealthspire CIO Lands at Collaborative Capital
Michael Moriarty lands at $382 million multi-family office Collaborative Capital following Wealthspire’s revamp and acquisition by Madison Dearborn
Stenger Family Office LLC Sells 11,910 Shares of Exxon Mobil Corporation $XOM
Stenger Family Office LLC reduced its holdings in Exxon Mobil Corporation (NYSE:XOM - Free Report) by 9.2% in the 3rd...
News | German family office Pamera’s assets under management rise to over €2 billion
American deals were a key growth driver, according to the company
Swiss Multi-Family Office Eyes AI Productivity Revolution
While reports say that adoption rates of AI are accelerating, the Swiss group reckons that it has an opportunity to...
Stan Gregor’s Expert Advice on Multigenerational Wealth Planning
Stan Gregor joins the discussion to explain how family office models and values-driven planning sustain wealth across generations.
Asia Value Investing Veteran Boosts Gold Allocation to 25% of Family Office
Cheah Cheng Hye lifts precious metals exposure at his $1.4 billion family office as gold and silver hit record highs.
Glendinning project now dead after property sale
The Glendinning Place corporate campus in Westport has been sold to the Dalio Family Office. The development plans for the...
Everstone to sell stake in India’s Burger King operator Restaurant Brands Asia, sources say
Private equity firm Everstone will sell its entire 11.26% stake in Burger King's India and Indonesia franchisee Restaurant Brands Asia,...
The Family Office announces investment summit in Saudi Arabia
Discussions will focus on global economic shifts, private markets, long-term investment strategies, and the impact of AI.
Finding Certainty in Legacy: The Path to Perpetual Family Wealth
Finding Certainty in Legacy: The Path to Perpetual Family Wealth
Panama Golden Visa 2026: Residency by Investment for HNWIs, Family Offices, and Global Founders
Why Panama’s Golden Visa Matters to Global Leaders. Panama’s residency-by-investment ecosystem sits at the intersection of geography, trade, and tax...
Stenger Family Office LLC Cuts Position in Lockheed Martin Corporation $LMT
Stenger Family Office LLC reduced its position in Lockheed Martin Corporation (NYSE:LMT - Free Report) by 89.7% in the third...
Merck & Co., Inc. $MRK Shares Sold by Stenger Family Office LLC
Stenger Family Office LLC decreased its stake in shares of Merck & Co., Inc. (NYSE:MRK - Free Report) by 89.7%...
Stenger Family Office LLC Sells 25,360 Shares of NextEra Energy, Inc. $NEE
Stenger Family Office LLC reduced its stake in NextEra Energy, Inc. (NYSE:NEE - Free Report) by 79.2% during the 3rd...
Stenger Family Office LLC Invests $1.22 Million in Fortinet, Inc. $FTNT
Stenger Family Office LLC bought a new stake in Fortinet, Inc. (NASDAQ:FTNT - Free Report) during the 3rd quarter, according...
Stenger Family Office LLC Purchases New Position in Robinhood Markets, Inc. $HOOD
Stenger Family Office LLC bought a new stake in Robinhood Markets, Inc. (NASDAQ:HOOD - Free Report) in the third quarter,...
Stenger Family Office LLC Boosts Position in General Dynamics Corporation $GD
Stenger Family Office LLC boosted its stake in shares of General Dynamics Corporation (NYSE:GD - Free Report) by 465.0% in...
Stenger Family Office LLC Buys Shares of 8,654 GE Aerospace $GE
Stenger Family Office LLC purchased a new stake in shares of GE Aerospace (NYSE:GE - Free Report) during the third...
Stenger Family Office LLC Has $5.44 Million Stock Holdings in Procter & Gamble Company (The) $PG
Stenger Family Office LLC increased its holdings in shares of Procter & Gamble Company (The) (NYSE:PG - Free Report) by...
3,908 Shares in Analog Devices, Inc. $ADI Purchased by Fiduciary Family Office LLC
Fiduciary Family Office LLC acquired a new position in Analog Devices, Inc. (NASDAQ:ADI - Free Report) during the third quarter,...
Cisco Systems, Inc. $CSCO Shares Purchased by Fiduciary Family Office LLC
Fiduciary Family Office LLC raised its stake in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 107.8% in the third...
Legacy Wealth Management Unveils Family Office-Inspired Advisory Services for Smaller Investors
Legacy Wealth Management offers a family office-inspired approach to wealth management, making sophisticated financial services accessible to smaller investors.