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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The Phantom Fortunes: Inside the World of Fake Family Offices

PR & Reputation Management 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 investigation

Opalesque

Mactaggart Family & Partners Eyes UK Property Opportunities

Family governance Investments Real Estate United Kingdom

The UK and parts of the US commercial real estate sector seems to be experiencing a tough time. We talk...

Wealth Briefing

Africaโ€™s Family Office movement advances as 7GI unveils governance model in Lagos

Family governance Governance Succession planning Lagos

Africaโ€™s first coordinated Family Office movement advanced in Lagos as the 7 Generations Institute continued its Pan-Africa Family Office...

Business Day

Dunman Capital Acquisition | DE

Investments Private Equity Real Estate Germany

Dunman Capital and a European family office acquire a mixed-use property portfolio in Berlin and Brandenburg

Cushman & Wakefield

Family Office Market size to exceed $42.76 Billion by 2037 | Bessemer Trust, The Bank of New York Mellon Corporation, UBS AG, BMO Financial Group, Pictet Group

Estate planning Family governance Investments United States of America

Market Outlook and Forecast The Family Office Market has become one of the most influential components of global wealth management...

Open PR

Will AI change everything? Monaco explores the contours of a revolution

Impact Innovation Technology Monaco

The Principality established itself on Saturday, November 22, as a laboratory for reflection on the technological, economic, and societal stakes...

Monaco Tribune

Cowen Partners Executive Search Launches Steward, Family-Office Practice

Family governance Recruitment Succession planning United States of America

Vancouver, WA-based Cowen Partners Executive Search has launched Steward, an advisory practice dedicated to serving family offices and private enterprises...

Hunt Scanlon Media

EPrivateClient – Former Mischcon de Reya recruitment CEO launches family office firm

Estate planning Family governance Recruitment United Kingdom

Former chief executive of MDR Mayfair Executive Search - Richard Park - has founded Charles Park Family Office.

EPrivateClient

Hong Kong attracts global family offices by removing succession barriers

Family governance Succession planning Tax Hong Kong

Hong Kong attracts global family offices by removing succession barriers. Hong Kong's tax and residency reforms prompt ultra-wealthy families to...

Chosun Biz

Billionaire expands family office in bold bet on UKโ€™s future

Estate planning Family governance Investments United Kingdom

Growth Partner, the family office of HomeServe founder Richard Harpin, has vaulted into the top ranks of private money managers...

Crain Currency

Aeronero Triumphs at NEXTLEAP 2025

Innovation Startups Technology United States of America

Aeronero Triumphs at NEXTLEAP 2025

Editorji

Pvt credit emerges key growth driver for India’s real estate: Knight Frank

Investments Private Equity Real Estate India

Institutional investors include family offices and global private equity firms: India private credit

Business Standard

Family Office Mecca Run by Harlan Crow Lures Citadel, Kyle Bass

Investments Startups Venture Capital United States of America

When Matt Weiss began raising money for his Austin-based AI startup, he wanted to tap the vast network of wealthy...

Bloomberg

Agnikul Cosmos aims to develop first recoverable small-satellite rocket

Innovation Startups Technology India

Agnikul Cosmos has raised Rs 150 crore in funding. The funding will accelerate the development for the first reusable rocket...

News9Live

Typhoon Family: Lee Jun-ho Returns to Euljiro, But… Highest Ratings at 10.3% Amid Emotional Finale

Content creation News South Korea

On tvNโ€™s โ€˜Typhoon Family,โ€™ Lee Jun-ho and Kim Min-ha finally succeeded in returning to the Typhoon Family office in Euljiro....

MK News

Typhoon Family

Content creation News South Korea

On tvNโ€™s โ€˜Typhoon Family,โ€™ Lee Jun-ho and Kim Min-ha finally succeeded in returning to the Typhoon Family office in Euljiro....

MK News

Duquesne Family Office LLC Reduces Eli Lilly Stake

Investments Listed Stocks & Bonds Portfolio Management United States of America

Duquesne Family Office LLC, managed by Stanley Druckenmiller, recently executed a significant transaction involving Eli Lilly And Company (($LLY)). The...

TipRanks

M3M India Family Office Forays into Sports Management with Acquisition of NCR Franchise in the Indian Pickleball League (IPBL)

Impact Investments Real Estate India

M3M India Family Office Forays into Sports Management with Acquisition of NCR Franchise in the Indian Pickleball League (IPBL) -...

NewsVoir

Spacetech company Agnikul Cosmos raises โ‚น150 crore at a โ‚น4,482 crore valuation from family offices, institutional investors

Investments Startups Venture Capital India

The proceeds from the fund raise will be used to scale production of aerospace and rocket components and advance its...

Fortune India

Family Offices Turn to Crypto Wealth Management as โ€˜Kidsโ€™ Lead the Digital Shift

Cryptocurrency Digital Assets Next Generation United States of America

The chief of crypto-focused multi-family office Digital Ascension Group talks about his VIP services for wealthy holders of digital assets.

Unknown

Don’t give up investing because of a correction… Stock investment is essential in an era of falling currency value

Investments Investor Behavior Listed Stocks & Bonds South Korea

Jang Eui-seong, Head of The Sage Family Office Center, Mirae Asset Securities: "AI bubble talk is ultimately premature. You should...

Bloomingbit

How families can keep the peace during holiday get-togethers

Behavioral Finance Family governance Mediation & family dynamics United States of America

Wealthy families can smooth over tensions by avoiding business at their holiday gatherings.

Crain Currency

Elm Capital arranges family office portfolio sale to Pantheon

Investments Portfolio Management Private Markets United Kingdom

The $111 million LP-led deal included stakes of three private debt funds from vintages ranging from 2018 to 2022.

Secondary Link

Asseta AI Raises $4.2M to Build Modern Accounting Infrastructure for Family Offices Managing Complex Wealth

Family governance FinTech WealthTech United States of America

The number of family offices has tripled since 2020, but most still manage billions using QuickBooks and Excel. Asseta AI...

AlleyWatch

M3M India Family Office enters sports ecosystem with acquisition of NCR franchise in the Indian Pickleball League

Investments Next Generation Real Estate India

Marking a major diversification beyond real estate, the promoter family behind M3M India has forayed into sports management with the...

Medianews4u

Meet The Newest Artificial Intelligence (AI) Stock That Billionaire Stanley Druckenmiller Just Bought in His Duquesne Family Office

Investments Listed Stocks & Bonds Technology United States of America

This big technology stock is getting no love from Wall Street today.

The Motley Fool

M3M India family office acquires NCR franchise in Indian Pickleball League

Impact Next Generation Strategy India

The franchise will be led by Payal Kanodia and Aishwarya Bansal, focusing on strategy, youth engagement, community building and development...

Publive

The Family Offices Cybersecurity Report 2024 | The Family Office Insights Series – Global Edition

Cyber Security Data Risk Management Germany

Family Offices Cybersecurity Report explores the evolving threat landscape and highlights key strategies for safeguarding sensitive data, assets and operations.

Deloitte

Defining the Family Offices Landscape, 2024 | The Family Offices Insights Series – Global Edition

Family governance Investments Recruitment United States of America

The family offices landscape is evolving quickly, driven by new wealth dynamics and global expansion. This edition of the Family...

Deloitte

Business News | Electromech Infraprojects, a Data-center MEP Specialist, Secures Strategic Investment from AIG Direct, Blue Lotus, and Leading Family Offices

Investments Operations Venture Capital India

Get latest articles and stories on Business at LatestLY. New Delhi [India], November 21: Electromech Infraprojects Ltd ("Electromech"), a specialist...

LatestLY

Christian Insurance Family Office Agency Debuts, Doing Business God’s Way with Faith-Centered Approach to Insurance for All Needs

Insurance Philanthropy United States of America

The insurance experts at Christian Insurance Family Office Agency provide business insurance auto policies and much more while tithing 10...

Global News Lines
The Globe and Mail

Tony Licata To Participate In CBA Family Office Committee Panel On Aviation

Family governance PR & Reputation Management Chicago

Taft Chicago partner Tony Licata will participate in the panel โ€œAdventures in Aluminum: Aviation Issues for Family Offices,โ€ hosted by...

Mondaq

Family Offices: Tech Lag Could Cause Significant Risks

Continuous Improvement Risk Management Technology

It is important that family offices donโ€™t consider technology in isolation but instead how upgrades might affect areas such as...

Deloitte

Balentine Names Robert Vann, Jr. Senior Relationship Manager, Multi-Family Office

Estate planning Investments Portfolio Management United States of America

Balentine creates custom, holistic solutions for wealth creators at every stage of their journey. Robert Vann, Jr. Joins Balentine ATLANTA,...

EIN Presswire

Boston Multi Family Office strengthens leadership with key promotions

Leadership Next Generation Recruitment United Kingdom

โ€˜We are proud to celebrate their achievementsโ€™

IOM Today

Multi-Family Office Adds MD, Head Of Corporate Development

Investments Recruitment Strategy United States of America

The institution hired a managing director, head of corporate development to lead its strategy for engaging and integrating investment advisory...

Fin News

As market rallied to record highs last quarter, ultra-rich family offices bought beaten up stocks

Investments Listed Stocks & Bonds Portfolio Management United States of America

The private investment firms of hedge-fund billionaires doubled down on home appliances, flavor ingredients and health insurance.

CNBC

Mondevo Group Unveils ITTIKAR: The World’s First AI-Native Merchant Bank for Family Offices

Banking Providers FinTech WealthTech United Arab Emirates

Mondevo Group today announces ITTIKAR, the world's first AI-native merchant bank built exclusively for family offices, with headquarters in Abu...

PR Newswire

Asseta AI: $4.2 Million Seed Funding Closed To Advance Intelligent Family Office Infrastructure

FinTech Portfolio Management WealthTech New York City

Asseta AI has raised a $4.2 million seed round co-led by Nyca Partners and Motive Partners, marking a significant step...

Pulse 2.0

J. Bradley Hilton, Chairman of the Hilton Family Office, Keynotes DC Finance Family Office Summit in Silicon Valley

Family governance Next Generation WealthTech United States of America

DC Finance, a leading global network for high net worth families, institutional investors, and next generation leaders, proudly announced that...

Open PR

Meet the New Disruptor in the Music Business: The Family Office

Investments Trends Venture Capital United States of America

This is a new ongoing series about the business of music with a SPIN twist. Thereโ€™s a new headliner in...

SPIN

SOJA Ventures Appoints Impact Partners’ Co-Founder Jonathan Zaback to its Advisory Board

Impact Investments Venture Capital United States of America

SOJA Ventures, the Manhattan-based family office and investment platform, today announced the advisory board appointment of Jonathan Zaback, Co-Founder and...

CityBiz

GTCR to acquire private wealth manager Fiduciary Trust Company

Banking Providers Investments Private Equity United States of America

The transaction is expected to close in the first quarter of 2026.

PE Hub

This former Eli Lilly exec just raised a $52 million seed round from family offices to build a new healthcare AI startup.

Health & Longevity Startups Technology United States of America

Thirty Madison's former president is launching her own healthcare AI startup without a drop of VC funding.

Insider

Kuwaitโ€™s Wafra Takes Stake in European Asset Manager Ardian

Investments Private Equity Private Markets Kuwait Switzerland

Wafra Inc., a $28 billion money manager owned by the state pension agency of Kuwait, has purchased a minority stake...

Bloomberg

Family Offices Boost Defense Bets as Money Pours Into Startups

Investments Startups Venture Capital United States of America

The Michels family has spent more than six decades building pipelines, airports and seawalls through their namesake Wisconsin contracting business.

Bloomberg

Opinion | Hong Kong, Singapore, Dubai: the rise of the โ€˜family office triangleโ€™

Family governance Investments Succession planning Dubai Hong Kong Singapore

The Asian century will not be written by governments alone but by family offices that can turn opportunity into enduring...

South China Morning Post

Matter Family Office And IWP Family Office To Merge, Creating A $10 Billion Multi-Family Office Powerhouse

Estate planning Family governance Succession planning United States of America

Two leading independent family offices, Matter Family Office and IWP Family Office, announced that they are merging to form a...

Pulse2

Stan Druckenmiller Overhauls His Family Officeโ€™s U.S. Stock Portfolio

Investments Listed Stocks & Bonds Portfolio Management United States of America

Stan Druckenmiller upended his family officeโ€™s domestic stock portfolio in the third quarter. The legendary macro investor fully unloaded 33...

Institutional Investor

Private Markets, AI And Offbeat Opportunities Highlight Family Office Investment Summit

Investments Private Markets Technology United States of America

Wealth management professionals gathered in Manhattan this week for Family Wealth Report's annual summit on investment, and topics such as...

Wealth Briefing

RIAs eye growth through mergers of equals, despite complexities

Leadership Risk Strategy United States of America

MOEs can turn into a "very morbid discussion for a leadership team," says Meritโ€™s M&A executive David Whalen, highlighting the...

Key Media

Heffernan Insurance Brokers Promotes Lacey Garrison Strom to President of Personal Lines and Family Office

Compliance Insurance Risk management United States of America

WALNUT CREEK, Calif., Nov. 18, 2025 /PRNewswire/ -- Heffernan Insurance Brokers, one of the largest full-service, independent insurance brokerage firms...

PRNewswire

Asseta AI Raises $4.2 Million to Define the Next Era of Family Office Infrastructure

FinTech Next Generation WealthTech New York City

Asseta AI, a purpose-built accounting platform powering the next generation of family offices, today announced a $4.2 million seed.

Business Wire

UH to consolidate Women and Gender Resource Center into a new ‘Parent and Family Office’

Family governance Mediation & family dynamics Mental health United States of America

The Women and Gender Resource Center will be consolidated as part of a major reorganization that brings its services under...

The Daily Cougar

Business Centers in Monaco: the spaces shaking up the office market

Innovation Real Estate Strategy Monaco

Now numbering 34, business centers have become fully fledged players in Monacoโ€™s economic development.

L'Observateur de Monaco

Crestbridge Family Office Services appoints Client Director

Estate planning Family governance Succession planning Jersey

Crestbridge Family Office Services has appointed Ashley Hickman as Client Director. In his role, Jersey-based Ashley (pictured) will take a

Channel Eye

Alex Chiniborch on Why and How Family Offices Are Returning to Gold

Estate planning Family governance Investments United States of America

MIAMI, FL / ACCESS Newswire / November 17, 2025 / In a financial landscape defined by volatility and shifting priorities,...

ACCESS Newswire

Qatar Royalโ€™s Family Office Executive Relocates From UK to Italy

Estate planning Family governance Tax Italy Qatar United Kingdom

A top executive at the family office for Qatarโ€™s former ruler has joined a surge in well-heeled individuals shifting their...

Bloomberg

Family offices Matter, IWP combine to form $10bn firm

Investments Private Equity WealthTech United States of America

The merger was funded by BW Forsyth Partners, which invested in Matter Family Office last year.

Institutional Investor

Matter and IWP Merge to Form $10B Multifamily Office

Estate planning Family governance Private Equity United States of America

Private equity-backed merger creates scale as Matter and IWP combine operations across three cities to serve 140 wealthy families with...

Institutional Investor

Truist introduces team covering middle-market private equity sponsors, family offices

Banking Providers Private Equity Private Markets United States of America

Truist Financial Corporation (NYSE: TFC) announced the appointment of Chris Jackson as head of its newly established Institutional Capital Group,...

PR Newswire

Matter Family Office and IWP Family Office Combine to Offer One of the Most Comprehensive Family Office Solutions for Ultra-High-Net-Worth Families

Estate planning Family governance Succession planning United States of America

Merger Expands Capabilities While Enhancing High-Touch, Generational Service

Corsicana Daily Sun

The New Tech Playbook for Family Offices

FinTech Next Generation WealthTech United States of America

Unified wealth platforms are essential as family offices modernize for security, efficiency, real-time insight, and next-gen stewardship.

Finance Monthly

Arrowroot Family Office LLC Invests $689,000 in Alphabet Inc. $GOOGL

Investments Listed Stocks & Bonds Portfolio Management United States of America

Arrowroot Family Office LLC purchased a new stake in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) during the second...

MarketBeat

J. Bradley Hilton, Chairman of the Hilton Family Office, to Keynote DC Finance Family Office Summit in Silicon Valley

Family governance Leadership Next Generation United States of America

Hilton Family Office SILICON VALLEY, CALIFORNIA, UNITED STATES, November 17, 2025 /EINPresswire.com/ -- DC Finance, the worldโ€™s leading global network...

EIN Presswire

Genting Group family office eyes late-stage secondaries amid narrowing discounts

Investments Private Markets Venture Capital Singapore

Singapore-based Two Trees Capital sees renewed IPO momentum and growing institutional interest reshaping late-stage tech valuations.

Asian Investor

Truist Launches Institutional Capital Group

Banking Providers Leadership Private Equity United States of America

The team, which will cover middle-market private equity sponsors and family offices, will be led by Chris Jackson.

Chief Investment Officer

Starting a Family Office? Do These Three Things First.

Family governance Governance Operations

After a major liquidity event, building a family office may seem urgent, but experts warn against rushing into investment decisions....

Institutional Investor

EXCLUSIVE: US Family Offices Merge, Form $10 Billion Firm

Family governance Private Equity Strategy United States of America

This news service can exclusively reveal a coming together of two family offices. We talk to one of the major...

WealthBriefing

Private credit finds deeper funding pools at home

Investments Investor Behavior Private Markets India

India's private credit sector is becoming the new darling for wealthy investors and family offices. With stock markets frequently in...

Economic Times

Unwelcome GIFT: Parking wealth abroad just got tougher for Indian family offices

Compliance Investments Jurisdictions India

Affluent families in India seeking to diversify their investments through GIFT City funds are facing hurdles in the regulatory landscape....

Economic Times

The Coming Family Office Succession Wave Ushers In Structural Changes

Family governance Next Generation Succession planning United States of America

Insights from a recent study, highlights how succession, integration, AI readiness and operational complexity are shaping the sector.

Forbes

Arrowroot Family Office LLC Acquires Shares of 489 Meta Platforms, Inc. $META

Investments Listed Stocks & Bonds United States of America

Arrowroot Family Office LLC bought a new position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) during the...

MarketBeat

Why AI and Crypto Are Gaining Ground in Family Office Portfolios

Cryptocurrency Portfolio Management Technology United States of America

Family offices are leaning into AI and crypto, seizing on two of the most dynamic investment themes.

BNY Mellon Wealth Management

Duquesne Family Office Boosts Stake in Amazon

Investments Listed Stocks & Bonds Portfolio Management United States of America

Duquesne Family Office LLC, managed by Stanley Druckenmiller, recently executed a significant transaction involving Amazon.Com, Inc. (($AMZN)). The hedge fund...

TipRanks

Hong Kongโ€™s allure for rich families rises amid mainland Chinaโ€™s EV, AI growth

Estate planning Investments Real Estate Hong Kong

More family offices in Asia, Europe and Middle East see cityโ€™s value as link to mainland investments, founder of Swiss...

South China Morning Post

Hong Kongโ€™s allure for rich families rises amid Chinaโ€™s EV, AI growth

Estate planning Investments Real Estate Hong Kong

More family offices in Asia, Europe and Middle East see cityโ€™s value as link to mainland investments, founder of Swiss...

South China Morning Post

Billionaires Raid Wall Street: Inside the Family Office Boom

Family governance Recruitment WealthTech United States of America

Mike Bezos, father of Jeff Bezos, has hired a CEO for his $40 billion family office amid a surge in...

WebProNews

Jeff Bezos’ dad hired a CEO to run his fortune. Here’s why the superrich are poaching Wall Street bankers to manage theirs.

Banking Providers Portfolio Management WealthTech United States of America

The world's super-rich are snapping up investment bankers and fund managers to manage their money privately.

Business Insider

Arrowroot Family Office LLC Takes $310,000 Position in JPMorgan Chase & Co. $JPM

Banking Providers Investments Listed Stocks & Bonds United States of America

Arrowroot Family Office LLC acquired a new stake in JPMorgan Chase & Co. (NYSE:JPM - Free Report) in the 2nd...

MarketBeat

Big Family Offices Split on Oracle as Ellisonโ€™s Wealth Surged

Investments Investor Behavior Listed Stocks & Bonds United States of America

Investment firms for the worldโ€™s ultra-wealthy diverged over their stance on Oracle Corp. during a period when the US software...

Bloomberg

Ken Griffin selling old Neiman Marcus building on Palm Beach’s Worth Avenue for $80.5M

Luxury & Lifestyle Real Estate United States of America

Citadel billionaire Ken Griffin is selling, for $80.5 million, the vacant Palm Beach building that once housed Neiman Marcus at...

Palm Beach Daily News

AI and succession drive transformation in US family offices, BofA study finds

FinTech Philanthropy Succession planning United States of America

Survey highlights growing adoption of automation, increased focus on alternative assets, and a rising role for philanthropy as new leaders...

InvestmentNews

Navigating the technology platforms that streamline family office operations

Data FinTech WealthTech United States of America

Family offices are adopting specialized tech platforms at record rates to manage complexity and gain better control of their data.

Crain Currency

Mercer Advisors Expands Southern California Presence With Acquisition Of Beach Freeman Lim And Cleland

Estate planning Tax United States of America

Mercer Advisors has strengthened its tax capabilities and broadened its Southern California footprint with the acquisition of Beach Freeman Lim...

Pulse 2.0

International: HR issues in the family office context โ€” Retention and remuneration of family office personnel

Family governance Mediation & family dynamics Recruitment United Kingdom

The world of family offices is unique, existing at the intersection of personal wealth management and professional business operations. Unlike...

Baker McKenzie

Ranjan Paiโ€™s Family Office To Pump INR 250 Cr In Aakash

Investments Venture Capital India

Ranjan Pai's family office plans to invest an additional INR 250 Cr in Aakash during its ongoing INR 450 Cr...

Inc42

Longevity investing: unravelling the mystery of the family office

Family governance Health & Longevity Investments United Kingdom

How longevity startups can access the hidden investment potential of the worldโ€™s wealthiest individuals and families.

Longevity Technology

Linscomb Wealth Receives 2025 Accolades for Philanthropy, Investment Leadership, and Family Office Innovation

Innovation Leadership Philanthropy United States of America

Linscomb Wealth (LW), a Houston-based wealth management firm offering holistic investment and financial planning services and a wholly owned subsidiary...

PR Newswire

Linscomb Wealth (NYSE: CADE) 2025 Honors: Philanthropy Awardee, Luminaries Finalists

Family governance Leadership Philanthropy United States of America

Honors include InvestmentNews philanthropy award (Heidi Davis), ThinkAdvisor Luminaries finalists, and WealthManagement.com Family Office finalist.

Stock Titan

From AI to ESG: Family offices expect heirs will take new path on investing

Impact & ESG Investments Next Generation United States of America

Ultra-rich families anticipate Millennial and Gen-X heirs will make big changes to their investment firms or even shut them down...

MSN

Bank of America – Inside the Modern Family Office: Complexity, Innovation, and a Generational Shift

Family governance Next Generation Succession planning United States of America

Bank of America Private Bank's Family Office Study Finds Nearly 60% of Family Offices Expect Leadership Transition Within the Next...

MarketScreener

Unlocking global real estate for Malaysian investors

Investments Real Estate Australia Malaysia United Kingdom

Zerin Properties Group has partnered with UK-based real estate advisory firm Palmer Tabor Properties (PTP) to provide Malaysian investors โ€”...

The Edge Markets

Manufacturing startup Brandworks Technologies raises $4 million from Roha Family Office

Startups Technology Venture Capital India

Brandworks Technologies has secured $4 million in its second funding tranche from Roha Family Office, following a $7 million raise...

Economic Times

Deloitte Launches Inaugural Family Office Report

Family governance Next Generation Ownership Singapore

Family-owned enterprises are accelerating growth and reshaping ownership structures, even as uncertainty rises. Deloitte Privateโ€™s inaugural Family Business Insights Series...

finews.asia

Younger Gulf Dynasties Are Reinventing the Family Office

Family governance Next Generation Succession planning United Arab Emirates

Family offices in the Gulf Cooperation Council (GCC) are evolving in ways that set them apart from their Western counterparts....

Institutional Investor

Family Office Real Estate Investors Increasingly Turn to Redevelopment

Investments Real Estate Risk United States of America

Investors deploying family office capital into real estate are contemplating whether to develop original projects or acquire existing properties. Increasingly,...

Institutional Investor

Bank of Americaโ€™s Saggurti explains how next-gen family office members differ from their elders

Family governance Investments Next Generation United States of America

Next-gen family members are blending tradition with new approaches to investing and governance.

Crain Currency

Advisors debate ‘family office’ craze overtaking the wealth management industry

Concierge Services Estate planning Family governance United States of America

More wealth managers are billing themselves as 'family offices' as clients request services formerly reserved for the ultra-wealthy.

Key Media

$90bn Mercer Advisors buys its first tax business

Estate planning Family governance Tax United States of America

The acquisition of Beach Freeman Lim & Cleland comes as Mercer has padded its family office and ultra-high-net-worth offerings this...

Citywire

$90bn Mercer Advisors buys its first tax-only business

Estate planning Tax WealthTech Investments United States of America

The acquisition of Beach Freeman Lim & Cleland comes as Mercer has padded its family office and ultra-high-net-worth offerings this...

Citywire

One in three family offices expect leadership change within five years

Family governance Leadership Succession planning

Family offices expect leadership succession within a decade and changes to their mission.

Crain Currency

Winklevoss twins’ family office leads $58.9 million funding for Zcash treasury Cypherpunk Technologies

Cryptocurrency Investments Venture Capital United States of America

Cypherpunk Technologies closed $58.9 million in Zcash treasury funding led by Winklevoss Capital and acquired 203,775 ZEC tokens.

Crypto Briefing

BofA (NYSE: BAC) study: 57% use AI in investing amid expected leadership transitions

Innovation Investments Leadership United States of America

Surveying 335 North American family offices, 87% havenโ€™t transitioned leadership; 76% automate forecasting, and over 60% see growth in U.S....

Stock Titan

Inside the Modern Family Office: Complexity, Innovation, and a Generational Shift

Family governance Innovation Next Generation United States of America

/PRNewswire/ -- The Bank of America Family Office Study: Perspectives on the Modern Family Office reveals that the next decade...

PRNewswire

Bombay Shaving Company closes Rs 136 crore funding led by Sixth Sense Ventures

Investments Startups Venture Capital India

Personal care brand Bombay Shaving Company has secured Rs 136 crore in a funding round led by Sixth Sense Ventures....

Economic Times

Family office Racson Capital scales co-investment strategy | Alternatives

Family governance Investments Jurisdictions Singapore

The Singapore-based group is building its approach by leveraging on the city-state's Variable Capital Company (VCC) structure.

Asian Investor

Bombay Shaving Company Bags INR 136 Cr To Expand Retail Footprint

Startups Strategy Venture Capital India

The funding round has been led by existing investor Sixth Sense Ventures, along with participation from founder and CEO Shantanu...

Inc42

Beyond VCs and Angels: Why Indiaโ€™s Richest Families Are Becoming the Smartest Startup Investors

Family governance Investments Startups India

Entrust Family Office CEO Sreepriya N shares deep insights on how Indiaโ€™s leading family offices are transforming wealth management. TICE...

TICE TV

The Great Generational Wealth Transfer Is Changing How Family Offices Invest

Investments Next Generation Private Markets United States of America

The generational wealth transfer taking place across North America is prompting an increase in the amount of capital being allocated...

Institutional Investor

Treating Wealth Like a Business: What Entrepreneurs Can Learn from Family Offices

Estate planning Investments WealthTech United States of America

When entrepreneurs sell a company or experience a major liquidity event, they often assume the hardest part is behind them....

Grit Daily

Side Letter: Mojitos with the family

Family governance Impact & ESG Private Equity Japan Qatar United States of America

In today's newsletter: Why Miami is a must for those seeking family office capital; Qatar Investment Authority leans into Japanese...

Private Equity International

Malaysiaโ€™s Forest City Single Family Office Incentive Scheme

Investments Succession planning Trust services Malaysia

A New Hub for Global Family Wealth Management. Malaysia has taken a significant step toward positioning Forest City, Johor, as...

Alvarez & Marsal

Ex-Prop Traderโ€™s $440 Billion Family Office Club Hires New CEO

Investments Leadership Succession planning United States of America

A former Goldman Sachs Group Inc. proprietary traderโ€™s private club for investment firms of the super-rich has shaken up its...

Bloomberg

Roundup: Singapore’s Jaleel Family Buys Brisbane’s George Hotel

Family governance Investments Real Estate Australia Singapore

Singapore's wealthy Jaleel family has snapped up the George Hotel in downtown Brisbane for A$34 million ($22.2 million).

Mingtiandi

Pressmare | Cluster Yachting Monaco: Winter Pop-Up 2025

Innovation Luxury & Lifestyle Monaco

Cluster Yachting Monaco: Winter Pop-Up 2025: Industry insights and innovation at the Yacht Club de Monaco

Pressmare

Raffles Family Office appoints chief people officer

Communication Leadership Recruitment Hong Kong

Hong Kong-based Caroline Langston will take on the role of chief people officer.

Raffles Family Office

A global wealth boom is fueling a rise in family office imposters

Benchmarking Family governance Investments United States of America

A global wealth boom is minting more family offices than ever, but along with it โ€” a growing fringe of...

CNBC

Stokes Family Office LLC Increases Position in Ecopetrol S.A. $EC

Investments Listed Stocks & Bonds Portfolio Management Colombia

Stokes Family Office LLC boosted its holdings in Ecopetrol S.A. (NYSE:EC - Free Report) by 25.2% during the second quarter,...

MarketBeat

Intel Corporation $INTC Shares Sold by Stokes Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Stokes Family Office LLC trimmed its stake in shares of Intel Corporation (NASDAQ:INTC - Free Report) by 73.2% during the...

MarketBeat

NIKE, Inc. $NKE Position Trimmed by Capitol Family Office Inc.

Investments Listed Stocks & Bonds Portfolio Management United States of America

Capitol Family Office Inc. decreased its holdings in NIKE, Inc. (NYSE:NKE - Free Report) by 11.3% during the second quarter,...

MarketBeat

Enterprise Products Partners L.P. $EPD Shares Acquired by Stokes Family Office LLC

Investments Listed Stocks & Bonds United States of America

Stokes Family Office LLC raised its position in shares of Enterprise Products Partners L.P. (NYSE:EPD - Free Report) by 38.1%...

MarketBeat

Stokes Family Office LLC Raises Stake in Chevron Corporation $CVX

Investments Listed Stocks & Bonds Portfolio Management United States of America

Stokes Family Office LLC raised its stake in Chevron Corporation (NYSE:CVX - Free Report) by 10.7% during the second quarter,...

MarketBeat

Arthur Hayes says Zcash has become his family officeโ€™s second-largest holding after Bitcoin

Cryptocurrency Digital Assets Investments United States of America

BitMEX co-founder Arthur Hayes has revealed that Zcash (ZEC) is now the second-largest holding in his family office Maelstrom, trailing...

MSN

OneAscent Family Office LLC Has $983,000 Position in Alphabet Inc. $GOOG

Investments Listed Stocks & Bonds Portfolio Management United States of America

OneAscent Family Office LLC raised its holdings in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 26.1% during the 2nd quarter,...

MarketBeat

To SFO or MFO: What makes wealthy families choose their model of family office

Family governance Strategy Succession planning United States of America

Wealthy families consider size, goals when choosing a single family office or multifamily office.

Crain Currency

OneAscent Family Office LLC Buys New Position in D.R. Horton, Inc. $DHI

Investments Listed Stocks & Bonds Portfolio Management United States of America

OneAscent Family Office LLC purchased a new stake in D.R. Horton, Inc. (NYSE:DHI - Free Report) during the 2nd quarter,...

MarketBeat

Morgan Stanley $MS Shares Sold by OneAscent Family Office LLC

Banking Providers Listed Stocks & Bonds United States of America

OneAscent Family Office LLC lowered its stake in Morgan Stanley (NYSE:MS - Free Report) by 47.3% during the second quarter,...

MarketBeat

OneAscent Family Office LLC Cuts Stock Position in Cummins Inc. $CMI

Listed Stocks & Bonds Portfolio Management United States of America

OneAscent Family Office LLC trimmed its position in shares of Cummins Inc. (NYSE:CMI - Free Report) by 49.2% in the...

MarketBeat

Southern Company (The) $SO Shares Sold by OneAscent Family Office LLC

Financial Reporting Investments Listed Stocks & Bonds United States of America

OneAscent Family Office LLC lessened its holdings in shares of Southern Company (The) (NYSE:SO - Free Report) by 48.1% in...

MarketBeat

American Express Company $AXP Stock Holdings Lessened by OneAscent Family Office LLC

Banking Providers Investments Listed Stocks & Bonds United States of America

OneAscent Family Office LLC lessened its stake in shares of American Express Company (NYSE:AXP) by 49.6% in the second quarter,...

MarketBeat

Gilead Sciences, Inc. $GILD Shares Sold by OneAscent Family Office LLC

Investments Listed Stocks & Bonds United States of America

OneAscent Family Office LLC reduced its stake in shares of Gilead Sciences, Inc. (NASDAQ:GILD - Free Report) by 51.6% during...

MarketBeat

Lowe’s Companies, Inc. $LOW Shares Sold by OneAscent Family Office LLC

Investments Listed Stocks & Bonds United States of America

OneAscent Family Office LLC lessened its holdings in shares of Lowe's Companies, Inc. (NYSE:LOW - Free Report) by 49.4% in...

MarketBeat

OneAscent Family Office LLC Sells 1,194 Shares of The Home Depot, Inc. $HD

Investments Listed Stocks & Bonds Portfolio Management United States of America

OneAscent Family Office LLC reduced its position in shares of The Home Depot, Inc. (NYSE:HD - Free Report) by 43.3%...

MarketBeat