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.
Oyster Tech to Debut at Global Family Office Summit
Verity One CEO Adam Reiser will showcase large-scale oyster-powered water filtration at GFOIS in Cannes.
Family Offices Driving Change in Private Equity: Key Trends and Investment Structures
In recent years, family offices have evolved from indirect, secondary and/or background investors into highly active and influential players in...
Family Office: What It Is and What It Does
A family office is a private entity that manages family wealth, investments, charitable giving, tax and estate planning, business and...
Brown Brothers Harriman Expands Philadelphia Office with the Addition of New Managing Director
Brown Brothers Harriman & Co. (BBH) is pleased to announce the addition of Katie Casey to the Multi-Family Office in...
Pritzker Private Capital racks up $2.7bn for fourth fund
PPC’s previous fund closed at $2.7 billion in 2021.
Family Offices: Finance Career Paths, Growth, and Opportunities
Learn how family office finance careers compare to traditional roles and what skills you need to succeed in this fast-growing...
Family office founder promotes investing with ‘joy and emotion’
Serial entrepreneur David von Rosen has built his fortune by embracing risk and rejecting conventional wealth preservation
Cedar-IBSi Capital onboards institutional investors and family offices ahead of Final Close; Eyes positioning of being one of the only few FinTech funds in the region
IBS Intelligence (IBSi) is the world’s only pure-play Financial Technology focused research, advisory, and fintech news analysis firm, with a...
Not Ready Yet For Single-Family Office? Bank Of Singapore Has A Solution
There appears to be a trend of banks – and now the Bank of Singapore has entered the fray –...
Goldman Sachs targets richest families in Australia expansion
[MELBOURNE] Goldman Sachs plans to expand its private wealth management team in Australia to capture a boom in self-made multi-millionaires...
Cresset, Monticello to combine in strategic partnership with almost $200B in assets
Decision deepens the two firms’ decade-long relationship
Cresset Announces Strategic Combination with Monticello Associates, Approaches $200 Billion in Assets
Monticello Associates provides highly specialized investment advisory services to prominent foundations, endowments, and family offices, and oversees $124 billion of...
I saw a kaleidoscopic light before going blind, says survivor of Laos methanol poisoning
Calum Macdonald and the families of three people who died in South East Asia call on the Foreign Office for...
American Express Company (NYSE:AXP) Shares Bought by Boston Family Office LLC
Boston Family Office LLC grew its stake in shares of American Express Company (NYSE:AXP) by 15.8% in the first quarter,...
The TJX Companies, Inc. (NYSE:TJX) Shares Bought by Boston Family Office LLC
Boston Family Office LLC boosted its position in shares of The TJX Companies, Inc. (NYSE:TJX - Free Report) by 9.4%...
Roper Technologies, Inc. (NYSE:ROP) Shares Sold by Boston Family Office LLC
Boston Family Office LLC reduced its holdings in Roper Technologies, Inc. (NYSE:ROP - Free Report) by 4.7% in the 1st...
How Multi-Family Offices Are Redefining Value For UHNW Families
Modern multi-family offices serve ultra-high-net-worth families by delivering strategic value beyond traditional wealth management.
Family Office Market Poised for Strong Growth, Projected to Hit $54.7 Billion by 2032
Allied Market Research published a report, titled, “Global Family Office Market by Type (Single Family Office, Multi Family Office, and...
Eastern Edge, Skyline Set North America Release For Vietnam-Korean Family Drama ‘Leaving Mom’
EXCLUSIVE: Vietnamese sales agent Skyline Media is teaming with Eastern Edge Films to release Vietnam-Korean family drama Leaving Mom across...
Luxury platform Balaan taps family office AAK as conditional buyer
Balaan Co., South Korea’s leading luxury goods platform under court protection, has selected Seoul-based family office Asia Advisors Korea (AAK)...
Bank of Singapore launches single family office solution for UNHWs
The new solution will provide investment expertise access and eligibility for tax exemptions without the need to establish a dedicated...
Leadership Shifts in APAC Banking: Talent Wars and the Road to Regional Dominance
Leadership Shifts in APAC Banking: Talent Wars and the Road to Regional Dominance
Methanol poisoning: Man saw kaleidoscopic light before going blind
Calum Macdonald and the families of three people who died in South East Asia call on the Foreign Office for...
Fund manager’s switch from activist to picking Africa stocks pays off
Australian family offices and asset managers have put tens of millions into backing Tim Staermose’s African fund.
Bank of Singapore launches family office alternative for UHNWs
The bank's Family Office Catalyst service provides investment management for tax-exempted qualifying funds without the need to establish a single-family...
Bank of Singapore unveils cost-efficient option to single-family offices
Bank of Singapore today announced the launch of the Bank of Singapore Family Office Catalyst, a new solution tailored for...
Family office Medway Investments targets private credit and sectoral diversification
Board member Eric Neo outlines a shift towards private markets as part of a broader strategy to balance liquidity with...
Netflix, Inc. (NASDAQ:NFLX) Shares Acquired by Boston Family Office LLC
Boston Family Office LLC grew its position in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 650.1% during the first quarter,...
PepsiCo, Inc. (NASDAQ:PEP) Shares Bought by Boston Family Office LLC
Boston Family Office LLC grew its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP - Free Report) by 6.4% during the...
Duquesne Family Office LLC Reduces Tesla Holdings
Duquesne Family Office LLC, managed by Stanley Druckenmiller, recently executed a significant transaction involving Tesla Motors ($TSLA). The hedge fund...
Xcel Energy Inc. (NASDAQ:XEL) Shares Sold by Callan Family Office LLC
Callan Family Office LLC lessened its stake in Xcel Energy Inc. (NASDAQ:XEL - Free Report) by 70.7% in the 1st...
Callan Family Office LLC Sells 4,483 Shares of Texas Roadhouse, Inc. (NASDAQ:TXRH)
Callan Family Office LLC trimmed its holdings in Texas Roadhouse, Inc. (NASDAQ:TXRH - Free Report) by 63.3% in the first...
JPMorgan Chase & Co. (NYSE:JPM) Stock Holdings Reduced by Callan Family Office LLC
Callan Family Office LLC lowered its position in JPMorgan Chase & Co. (NYSE:JPM) by 19.0% during the first quarter, according...
Billionaire family offices join Berkshire’s UnitedHealth bet
Investment boutiques for George Soros, Michael Platt, and a Swedish packaging dynasty all raised their stakes in the beleaguered insurer,...
Edward Jones layoffs about to hit employees, home office staff
It is not clear how many employees will be affected, but none of the private partnership’s 20,000 financial advisors will...
Fund Friday: Top fundraising news in private equity
Fund Friday: Top fundraising news in private equity TPG has raised $4.8bn for its latest growth equity vehicle, TPG Growth...
5 Questions for RIAs Pursuing a Partnership with a Family Office
Intentionally structured RIA-family office platform partnerships can add value to all stakeholders and deliver strong risk-adjusted returns for investors.
RSM Launches FamilySight® – First End-to-End Family Office Solution on Sage Intacct® Marketplace
RSM today announced that its proprietary FamilySight® platform is available on the Sage Intacct® Marketplace.
Family offices flock to private markets with allocations surging over 500% in nearly a decade
Private investment firms of the wealthy are doubling down on alternatives like private credit and infrastructure, per Preqin.
How to fix blended finance + Tsao family office expands impact strategy to Africa
Join Brian Walsh and David Bank as they discuss This Week in Impact's top stories on blended finance and venture...
KKR & Co. Inc. (NYSE:KKR) Shares Purchased by Callan Family Office LLC
Callan Family Office LLC increased its holdings in KKR & Co. Inc. (NYSE:KKR - Free Report) by 131.9% in the...
Callan Family Office LLC Lowers Position in Cintas Corporation (NASDAQ:CTAS)
Callan Family Office LLC lessened its stake in shares of Cintas Corporation (NASDAQ:CTAS - Free Report) by 48.1% in the...
Callan Family Office LLC Cuts Stock Holdings in Marriott International, Inc. (NASDAQ:MAR)
Callan Family Office LLC lessened its holdings in Marriott International, Inc. (NASDAQ:MAR - Free Report) by 78.8% during the first...
Republic Services, Inc. (NYSE:RSG) Holdings Lowered by Callan Family Office LLC
Callan Family Office LLC lowered its stake in Republic Services, Inc. (NYSE:RSG - Free Report) by 72.3% during the first...
Jolly Bubble Secures Pre-A Funding to Expand Across North America and Innovate Kids’ Indoor Entertainment
Toronto, Ontario--(Newsfile Corp. - August 15, 2025) - Jolly Bubble Group, an emerging leader in North America's family entertainment sector,...
Audax Strategic Capital: $1.3 Billion Raised For Inaugural Fund
Audax Strategic Capital (ASC), part of Audax Private Equity, has closed its first fund, the Audax Private Equity Solutions Fund,...
Financial Gravity Welcomes New Family Office Director Loren James Grabau
AUSTIN, TX / ACCESS Newswire / August 14, 2025 / Financial Gravity Companies, Inc. (OTC:FGCO) ("Financial Gravity") welcomes Loren James...
Mavrk Capital closes second equity fund for produce sector
MAVRK Capital, an asset manager based in Bakersfield, California, combining agricultural expertise with financial strategy, has completed the first close...
Mapletree sells Woolworths distribution hub to family office for $60m
Mapletree takes $8m loss on Woolworths logistics sale
VestGen Wealth Partners Adds 25-Year Industry Veteran as Chief Investment Officer
Robert Hostetter will develop and implement comprehensive, innovative and client-centric investment strategies for fast-growing firm.
HDFC Bank Limited (NYSE:HDB) Stock Holdings Decreased by Callan Family Office LLC
Callan Family Office LLC lowered its stake in HDFC Bank Limited (NYSE:HDB - Free Report) by 18.6% in the 1st...
Callan Family Office LLC Reduces Holdings in Danaher Corporation (NYSE:DHR)
Callan Family Office LLC trimmed its stake in Danaher Corporation (NYSE:DHR - Free Report) by 16.4% during the first quarter,...
CVS Health Corporation (NYSE:CVS) Stock Holdings Increased by Callan Family Office LLC
Callan Family Office LLC boosted its position in CVS Health Corporation (NYSE:CVS - Free Report) by 59.0% in the 1st...
H.I.G. WhiteHorse Announces Close of $5.9B New Middle Market Lending Fund IV
H.I.G. WhiteHorse, the direct lending credit affiliate of H.I.G. Capital, a global alternative asset management firm with $70 billion of...
Hong Kong’s Strategic Year Holdings keeps focus on Southeast Asia | Family Offices
Even as private equity dealmaking slows across Southeast Asia, Conrad Tsang's family office is sticking to its regional investment strategy.
Mike and Annie Cannon-Brookes united in staffing woes
It seems a former executive of the separate family offices has moved on from the pair.
UK Non-Dom Tax Reforms: Navigating Geopolitical and Fiscal Risks in a Shifting Wealth Landscape
UK Non-Dom Tax Reforms: Navigating Geopolitical and Fiscal Risks in a Shifting Wealth Landscape
Global Family Office Sector Wants More Alternative Investment; Infrastructure Big Favourite
There's been a steady drumbeat of talk about how wealth managers, including family offices, are keen to load up on...
Family office buys Richmond freehold for $2m above reserve
Church Street property in furniture precinct draws 50 bids
Shell PLC Unsponsored ADR (NYSE:SHEL) Position Decreased by Callan Family Office LLC
Callan Family Office LLC trimmed its position in Shell PLC Unsponsored ADR (NYSE:SHEL - Free Report) by 10.6% in the...
The Home Depot, Inc. (NYSE:HD) Stake Lessened by Callan Family Office LLC
Callan Family Office LLC trimmed its stake in shares of The Home Depot, Inc. (NYSE:HD - Free Report) by 36.1%...
Blackstone Inc. (NYSE:BX) Shares Bought by Callan Family Office LLC
Callan Family Office LLC lifted its stake in shares of Blackstone Inc. (NYSE:BX - Free Report) by 275.8% during the...
Delivering family office services critical to advisor success
Stan Gregor, Chairman & CEO of Summit Financial Holdings, explores how RIAs can meet growing demand for family office-style services...
Former RSSC President Andrea DeMarco Pivots Away from Travel, Joins Arthur Blank Family Office
Arthur M. Blank is the co-founder of Home Depot and current owner of the NFL’s Atlanta Falcons.
Family Harmony By Design: Introducing The ‘Relational Steward’
The following article from experts on family governance and related issues explains a concept – the 'relational steward' – and...
H.I.G. WhiteHorse Closes $5.9 Billion H.I.G. WhiteHorse Middle Market Lending Fund IV
H.I.G. WhiteHorse, the direct lending credit affiliate of H.I.G. Capital, a leading global alternative asset management firm with $70 billion...
Middle East Private Equity Market Size to Hit USD 35,521.5 Million by 2033
Middle East private equity market size reached USD 19,732.4 Million in 2024. Looking forward, IMARC Group expects the market to...
Arthur M. Blank Family Office gets new CEO
Andrea DeMarco will take the helm of the Arthur M. Blank Family Office on Oct. 6.
Family offices pivot to invest in greener data: ‘the new oil’
Sustainability linked to digital infrastructure is an increasingly important investment priority for family offices looking to ‘future-proof’ portfolios for an...
ImpactAlpha LP/GP: From Singapore, Tsao Family Office seeks impact in Africa
Greetings, Agents of Impact! Welcome to this week’s ImpactAlpha LP/GP, where we take you inside the real business of impact...
From Singapore, Tsao Family Office expands the LP pool for impact strategies in Africa
The first close of an innovative private-credit strategy for small and mid-sized businesses in Africa included many of the usual...
Xtreme Asset Management Limited Announces Enhanced Cybersecurity with U.S. Server Migration
HONG KONG, Aug. 12, 2025 (GLOBE NEWSWIRE) -- Xtreme Asset Management Limited, a Hong Kong-registered and SFC-regulated investment and wealth...
Family Wealth Office Market Is Going to Boom | Major Giants Bessemer Trust, Lombard Odier, Northern Trust
HTF MI just released the Global Family Wealth Office Market Study, a comprehensive analysis of the market that spans more...
Biltmore Family Office LLC Increases Position in The Home Depot, Inc. (NYSE:HD)
Biltmore Family Office LLC boosted its holdings in The Home Depot, Inc. (NYSE:HD - Free Report) by 76.2% during the...
Fiduciary Family Office LLC Takes Position in Hershey Company (The) (NYSE:HSY)
Fiduciary Family Office LLC purchased a new stake in shares of Hershey Company (The) (NYSE:HSY - Free Report) in the...
Summary Of M&A Deals In North American Wealth Management
A round-up of the main transactions involving North American wealth management during April, May and June this year.
Getting Service Formula Right For Family Offices – In Conversation With Northern Trust
We recently talked to the US-headquartered group about how it goes about serving family offices and the trends it sees...
New bank to manage wealth of the super-rich
Co-founder of Metro Bank turns his attention to people with $30 million in investable assets and family offices looking after...
150 Shares in AutoZone, Inc. (NYSE:AZO) Purchased by Fiduciary Family Office LLC
Fiduciary Family Office LLC purchased a new position in AutoZone, Inc. (NYSE:AZO) during the 1st quarter, according to the company...
Fiduciary Family Office LLC Purchases New Stake in Linde PLC (NASDAQ:LIN)
Fiduciary Family Office LLC purchased a new stake in Linde PLC (NASDAQ:LIN - Free Report) during the first quarter, according...
Exxon Mobil Corporation (NYSE:XOM) Stake Boosted by Fiduciary Family Office LLC
Fiduciary Family Office LLC increased its stake in Exxon Mobil Corporation (NYSE:XOM - Free Report) by 147.3% during the first...
4,852 Shares in The Clorox Company (NYSE:CLX) Purchased by Fiduciary Family Office LLC
Fiduciary Family Office LLC acquired a new position in The Clorox Company (NYSE:CLX - Free Report) in the 1st quarter,...
Fiduciary Family Office LLC Invests $1.16 Million in PepsiCo, Inc. (NASDAQ:PEP)
Fiduciary Family Office LLC acquired a new position in shares of PepsiCo, Inc. (NASDAQ:PEP - Free Report) in the 1st...
Realtor DRA inks pact with Philippines’ Balajadia Family office to invest $100 mn
DRA Group has signed a pact with Philippines-based Balajadia Family office to jointly develop a commercial project with an estimated...
Balajadia Family Office to invest $100 million with DRA Group in Indian commercial, retail projects
The Phase 1 real estate portfolio will comprise the development of one million sq ft of Grade-A commercial assets across...
Family office deal-making slides with some bright spots in Europe
Rattled by tariffs, investment firms of the ultra-wealthy look overseas.
Investors from across Asia flock to Saudi property market as kingdom readies for 2026 foreign ownership reforms
The investor influx comes as Saudi Arabia implements sweeping reforms allowing foreign ownership of residential property for the first time.
Samuel and Co Trading Announces Strategic Partnership with Bryan Lloyd Family Office to Accelerate Growth and Launch New Investment Products
ACCESS Newswire is the leading global press release distribution service. Tell your story and reach millions of journalists. Contact us...
The top asset managers winning the family office race in 2025
Top firms managing family office assets in 2025, led by Northern Trust and Morgan Stanley.
PE emerges as a winner in large family offices’ plans to add private assets
There’s an increased appetite this year for growth equity and buyout strategies, particularly among global family offices with $1bn-plus in...
Equity Group Investments Scales Up Direct Deals With Family Capital and PE Precision
The firm that real estate investor and philanthropist Sam Zell founded to manage his wealth, Equity Group Investments, is part...
Oligarch’s Heirs Reveal Wall Street Bets in Family Office Revamp
Badri Patarkatsishvili’s family set up a firm to manage his multibillion-dollar fortune after the mustachioed Georgian tycoon died suddenly at...
Lisa Castro Joins Family Office Resource Group as President of Family Office Services Amid Broader Leadership Expansion
Family Office Resource Group, a leading provider of comprehensive family office solutions, is pleased to announce that Lisa Castro has...
Zeltner & Co No Longer Family-Run
The founder of asset manager Zeltner & Co, Thomas Zeltner, is stepping down as CEO and handing over the role...
The Family Office Trap: When Doing Too Much Does Harm
Family offices are sometimes in danger of making the mistake of 'overserving' their clients, so the authors of this article...
SG60: Building a 100-year family enterprise
As Singapore celebrates its 60th birthday and passes the reins to the new generation of leaders, so are many of...
Building wealth for tomorrow
When UBS first established its Singapore presence in the 1970s, it was the first Swiss bank to believe in the...
Half a century of building financial ecosystems and trust
WHEN Lim Hua Min executed his first trade in 1975, Singapore’s fledgling stock market still operated with paper tickets amid...
Humanising finance: Maybank’s Singapore story
As Singapore celebrates its 60th National Day, Maybank Singapore reflects on its deeply intertwined legacy with the nation’s journey of...
OlivePoint Capital Acquires Amazon-Leased Industrial Property in Raleigh, NC on Behalf of a Family Office
LOS ANGELES--(BUSINESS WIRE)--Aug 5, 2025
LUPINE CREST CAPITAL, FAMILY OFFICE OF JEAN-PIERRE CONTE, LEADS $30M INVESTMENT TO CREATE TOP FIVE INSURANCE BROKERAGE IN COLOMBIA
Lupine Crest Capital, the family office of American businessman and private equity veteran Jean-Pierre "JP" Conte, today announced it has...
GP Snapshot: WakeUp Capital invests in Ireland’s climate and impact startups
Dublin-based WakeUp Capital is working to put Ireland on the climate and impact map by supporting the country’s early-stage startups...
Medway Investments aligns family office strategy with generational continuity | Asset Owners
As Asia’s family offices evolve, legacy planning is shifting beyond capital preservation to include cultural value stewardship, generational readiness and...
AES names new CEO for private wealth and family office unit
AES is the first chartered, fee-based financial life management firm in the Middle East.
AES appoints Andrew Bates as CEO of AES Private Wealth and Family Office
Strengthening commitment to globally minded families in MENA
Ex-Qantas Super chief investment officer lands at family office
The move comes four months after Qantas Super and Australian Retirement Trust finalised a $309 billion merger.
Family office sells $96m stake in lister cyber safety biz Qoria
Perth-based family office McCusker Holdings was the seller behind a 12 per cent stake in Qoria, worth about $96 million.
High-Performing Family Office Guide For Wealthy Families
Discover the blueprint for creating a high-performing family office. Learn strategies ultra-wealthy families use to manage wealth, reduce costs, and...
Why every family office needs a human in the AI loop
Many family offices are backing artificial intelligence — but need human oversight to adopt it responsibly in their operations.
How AI and Personalization Shape Investment Portfolios
Mary Jo Palermo, head of Cambridge Associates' portfolio management team, discusses AI's impact, evolving real estate role, and tailored investment...
The Reshaping of Wealth: Why Family Offices and Institutional Investors Are Pivoting to Private Assets and Crypto
The Reshaping of Wealth: Why Family Offices and Institutional Investors Are Pivoting to Private Assets and Crypto
The Family Office concludes exclusive investment forum in Dubai
Showcasing institutional wealth strategies for investors
Long-term incentive plans gain popularity among investment-focused family offices, according to Morgan Stanley
Morgan Stanley's Single Family Office Advisory has released its biennial compensation report.
The Family Office concludes exclusive investment forum in Dubai, showcasing institutional wealth strategies for investors
Event at Four Seasons Dubai explored institutional discipline reshaping wealth planning
Elanor Commercial Property fund receives takeover offer from family office Lederer Group
Elanor Funds Management’s commercial property fund has received an off-market takeover offer by the Lederer Group, a large Australian family...
Family office shake-up as global turbulence rocks investment strategies
Investors are replacing their traditional investment playbooks with a greater focus on active management and private debt and equity assets.
Secure Your Financial Future ~ Family Office Review – Damascus Partners, Windham, NH
By: Joel Desilets 7/25 former Windham, NH, State Rep. I am excited to host this column serving Windham and neighboring...
Dingell family in office for 90+ years: Locals praise pavement-pounding, critics say it indicts incumbency
The Dingell family has represented Michigan for almost 100 years, with supporters praising their conservation work and critics questioning political...
Realm’s CEO: More global family offices are looking for US exposure
Travis King, head of the family office collective, said the investor type still views the world’s largest property market as...
The global family office: Navigating distance, identity and cross-border complexity
As families globalize, offices grapple with residency, compliance and generational shifts
Battle for talent at family offices boosts incentive plans and pay
Family offices are ramping up the war for talent, creating new incentive plans for top executives that are boosting pay,...
Michael Kodari Expands International Operations as KOSEC-Kodari Securities Establishes New Base in China’s Financial Capital
In line with Michael Kodari’s strategic visit to China and his longstanding collaboration with senior government officials, KOSEC – Kodari...
3one4 Capital sets the stage for another benchmark-beating exit move
Early-stage venture capital firm 3one4 Capital, which clocked 10 exits last year and made at least two more...
5 Questions to Consider When Deciding Whether to Start a Family Office
Ask better questions to understand the purpose, costs, structures, and your family’s alignment.
Why are more wealthy mainland companies coming to Hong Kong for mediation?
An increasing number of wealthy mainland families are coming to Hong Kong for mediation services.
Diplomatic Trade Ltd, Thomas J. Kent Jr. the Kent Family Office, and Kent Global LLC Stake Acquisition in Turkish Pharma Firm, Target $300M UAE Biopharma Venture
Cross-border biopharma venture targets $300M IPO valuation and UAE facility launch by Q3 2025...
Silvercrest Asset Management Group Inc. SEC 10-Q Report
Silvercrest Asset Management Group Inc., a leading provider of investment management and family office services, has released its Form 10-Q...
Buglocon Capital Management Unveils New Family Office Advisory Service
July 31, 2025 -- The firm launches a specialized advisory platform to address the growing demand for global, long-term wealth...
Wood Next’s Julie Lawson on Building a Lean Single Family Office
Initial conversations with family office CIOs and principals rarely reveal too much about the organizations they are running. The industry,...
Cherry Creek Family Offices hires former Johns Hopkins CIO Jason Perlioni
Cherry Creek Family Offices, an investment advisor and full-service family office, hired Jason Perlioni, former Johns Hopkins University CIO.
Family office founder reshapes the private equity playbook
Rami Cassis, first-generation wealth creator and founder of Parabellum Investments, speaks with Elisa Battaglia Trovato, deputy editor at PWM, about...
Family office for Hong Kong’s richest builds out hedge fund team
[HONG KONG] A money manager for some of Hong Kong’s richest families is building a hedge fund team to allocate...
MS Dhoni’s family office invests in Acko
The company has raised over $458 million, including a $255 million unicorn round led by General Atlantic in October 2021....
MS Dhoni’s family office invests in new-age insurer Acko
Mahendra Singh Dhoni has strategically invested in the D2C insurance platform Acko through his family office, Midas Deals. Dhoni, impressed...
Why so many families lose wealth after one generation
Emotional and governance gaps — not money — are what cause families to lose wealth in one generation.
Former Johns Hopkins CIO joins family office OCIO specialist
Jason Perlioni joins the Denver-based outsourced CIO specialist after serving as chief investment officer and vice president of investments at...
C-suite shakeup at $71B Cresset as firm continues expansion
The Chicago-based RIA and multi-family office promoted industry veterans, including one of its founding partners, as its new investment and...
Marco Antonio Soriano to Present at Freedom Capital Markets Summer Family Office Summit in Montauk, NY
The transformative impact of Soriano Motori’s electric vehicles and Soriano Fashion’s sustainable, made-in-Italy collections on the global luxury landscape. Soriano,...
Cherry Creek Family Offices Expands Leadership Team, Naming Jason Perlioni, Former CIO of Johns Hopkins University, Senior Partner and Chair of Investment Committee
Perlioni to work closely with Cherry Creek Family Offices CIO Corey McKiernan and the firm's investment management professionals. Move follows...
Top Indian Family Offices Backing Startups: Key Investors & Trends 2025
Indian family offices may have contributed over $9B to startup funding last year—35–40% of total VC inflows. This marks a...
Former Johns Hopkins CIO Joins Colorado Family Office
Jason Perlioni will lead the investment committee at the $3 billion Cherry Creek Family Offices.
Perlioni picked as senior partner as $3B multi-family office expands its UHNW expertise
Denver based firm has been bolstering its senior leadership team in recent months.
$26.2bn Summit Trail adds CFO, leans into family office services
Summit Trail managing partner Jack Petersen sat down with Citywire to discuss a recent executive hire and his plans to...
Brevan Howard Taps Thiel Family Office Alum for Crypto Push
Brevan Howard Asset Management is tapping David Kalk, an alum of Peter Thiel’s family office, as a portfolio manager for...
Anchorage Digital to Provide Custody Services for MHC Digital Group’s Institutional Trading Platform
Anchorage Digital to Provide Custody Services for MHC Digital Group's Institutional Trading Platform
Family offices face next-gen challenges, information overload: VCCircle summit panelists
While the structure of family offices in India is still evolving, their managers face several challenges such as complex...
Family office philanthropy: How to decide between a DAF and a private foundation
How should a family office give? Weighing donor-advised funds vs. private foundations.