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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Family Office Tracker: Here’s The List Of 200+ Investors Betting Big On Startups

Investments Startups Venture Capital India

Traditionally focused on managing real estate, equity, and fixed-income portfolios, family offices in India have broadened their horizons to include...

Inc42

DBS halts hiring, retrains staff as AI reshapes banking jobs; Alleged scam kingpin betrayed by his own trusted aide in Singapore family office: Singapore live news

Banking Providers FinTech Recruitment Singapore

DBS halts hiring for roles AI may replace, retrains staff for future jobs. Alleged scam tycoon Chen Zhi scammed by...

Yahoo News

RFO Names Chief People Officer to Build Firm’s Culture

Leadership Recruitment Strategy Singapore

External asset manager Raffles Family Office has appointed a senior executive who will be tasked with shaping the firmโ€™s culture.

finews.asia

Whisky, limos, missing millions: how Chen Zhiโ€™s Singapore empire unravelled

Financial Reporting Internal Controls Singapore

Court filings reveal how David Wong allegedly orchestrated an internal heist at the Prince Group bossโ€™ Singapore family office.

South China Morning Post

Accused Scam Kingpin Was Duped by His Own Family Office Chief

Mediation & family dynamics Oversight Risk Management Singapore

In 2021, while China-born businessman Chen Zhi was building a multibillion dollar empire now enmeshed in multiple criminal allegations, staff...

Bloomberg

$5.5bn family office gatekeeper is reevaluating large caps

FinTech Investments Portfolio Management United States of America

As indexes become more concentrated, both in large, small and mid-caps, Crescent Groveโ€™s co-CIO said his team has had to...

Institutional Investor

Walmart Heirโ€™s Family Office Commits $100 Million for Debt Swaps

Impact Impact & ESG Investments United States of America

(Bloomberg) -- Zoma Lab, the family office of Walmart Inc. heir Ben Walton, has committed $100 million to a new...

Bloomberg

Ten Minute Interview: Investment Professionals and Family Offices

Family governance Investments Succession planning United States of America

Brian Lucareli, director of Foley Private Client Services (PCS) and co-chair of the Family Offices group, sits down with Evan...

Foley & Lardner LLP

OneAscent Family Office LLC Invests $243,000 in Advanced Micro Devices, Inc. $AMD

Investments Listed Stocks & Bonds United States of America

OneAscent Family Office LLC bought a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) in...

MarketBeat

Alibaba Group Holding Limited $BABA Shares Bought by OneAscent Family Office LLC

Investments Listed Stocks & Bonds United States of America

OneAscent Family Office LLC raised its stake in Alibaba Group Holding Limited (NYSE:BABA - Free Report) by 116.8% in the...

MarketBeat

OneAscent Family Office LLC Sells 2,035 Shares of PepsiCo, Inc. $PEP

Investments Listed Stocks & Bonds Portfolio Management United States of America

OneAscent Family Office LLC lowered its position in PepsiCo, Inc. (NASDAQ:PEP - Free Report) by 34.9% during the 2nd quarter,...

MarketBeat

Family offices make fewer deals but still flock to AI startup mega-rounds

Investments Startups Venture Capital United States of America

Investment firms of the ultra-rich seek bigger returns and to tap into the AI boom.

CNBC

Business News | Swastika Investmart Launches Avisa Wealth — Marking Its Foray into Comprehensive Wealth Management

Investments Portfolio Management WealthTech India

Get latest articles and stories on Business at LatestLY. New Delhi [India], November 6: Swastika Investmart Ltd., a top-tier listed...

LatestLY

Global Private Banking Awards 2025: Winners and Highly Commended

Banking Providers Private Bank United Kingdom

Of the 77 banking and wealth management groups that received an accolade, nine institutions won three awards each.

Institutional Investor

Arrowroot Family Office LLC Makes New $847,000 Investment in Alphabet Inc. $GOOG

Investments Listed Stocks & Bonds Portfolio Management United States of America

Arrowroot Family Office LLC acquired a new position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) in the 2nd...

MarketBeat

Alphabet Inc. $GOOGL Shares Purchased by CVA Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

CVA Family Office LLC raised its holdings in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 5.0% in the second quarter,...

MarketBeat

Asiaโ€™s Family Office Boom Exposes A Global Blind Spot

Family governance Governance Mediation & family dynamics China

Cross-border families risk misalignment when advisors work in silos. Integration, not expertise alone, sustains global family-office governance.

Forbes

China’s investment bank CICC targets Southeast Asia

Banking Providers Investments Trends Hong Kong Singapore

HONG KONG โ€” Significant shifts in the global political and economic landscape are driving China International Capital Corp (CICC) to...

Bangkok Post

3,369 Shares in Johnson & Johnson $JNJ Acquired by Arrowroot Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Arrowroot Family Office LLC acquired a new position in Johnson & Johnson (NYSE:JNJ - Free Report) during the second quarter,...

MarketBeat

Ace Investor Sunil Singhaniaโ€™s Family Office Backs SPC as Indiaโ€™s Top CA Coaching Brand Enters Pre-IPO Phase

Innovation Investments Startups India

SPC has secured Sunil Singhania as Lead Investor, valuing the CA-education company at INR 240 crores. This strategic investment underscores...

LiveMint

Bank Surveys Reveal Curious Quirks Among Family Office Priorities

Banking Providers Behavioral Finance Investor Behavior United States of America

A growing number of banks are issuing reports of family officesโ€™ priorities and the results are often contradictory.

Bloomberg

The Phantom Fortunes: Inside the World of Fake Family Offices

Compliance Investments Risk 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

How family offices are adapting capital deployment in uncertain times

Investments Real Estate Venture Capital United States of America

Family offices pivot to real estate, bigger tickets and club deals as AI/SaaS venture capital values surge. Download PwCโ€™s 2025...

PwC

Live: Simple’s Family Office Software & Technology Report 2025

Governance Strategy Technology WealthTech

Family offices are moving beyond experimentation into a new era of digital maturity, according to the newly released Family Office...

Microsoft Corporation $MSFT Shares Purchased by Callan Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC lifted its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 140.8% during the...

MarketBeat

Citi Wealth’s Family Office Head to Depart

Banking Providers Leadership Succession planning United States of America

The head of Citi Wealth's Global Family Office Group (GFO), Hannes Hofmann, has announced his intentions to leave the firm...

Institutional Investor

Dorsey & Whitney Opens In Chicago, Joining Other Firms

Legal Recruitment Chicago

Dorsey & Whitney LLP announced Monday that it has opened a Chicago office led by a U.S. Securities and Exchange...

Law360

QLD family office acquires UK asset management firm

Family governance Investments Private Equity Australia United Kingdom

EC Pohl & Co has acquired UK-based Sanford DeLand Asset Management, with a Warren Buffet-inspired fund among its suite of...

Financial Newswire

Duquesne Family Office Invests $80M In Photonic AI Firm Q.ANT

Investments Technology Venture Capital Switzerland United States of America

Q.ANT secured $80 million in Series A funding, led by Duquesne Family Office, to advance its energy-efficient, light-based processors for...

Quantum Zeitgeist

Estate tax may cost desi IT techies up to 40% of US wealth: Equirus Family Office

Estate planning Jurisdictions Tax India United States of America

US Federal Estate Tax is levied on the fair market value of an individualโ€™s assets at death. For Indian citizens...

MSN

Abu Dhabi Investment Office and Australia Arab Chamber of Commerce and Industry to Deepen Investment Ties

Impact Innovation Investments Australia United Arab Emirates

Abu Dhabi Investment Office (ADIO) and the Australia Arab Chamber of Commerce and Industry (AACCI) have entered a strategic partnership...

Ozarab Media

How an Accused Kingpin Built an Empire From Cambodia to London

Luxury & Lifestyle News Cambodia United Kingdom

Three years ago, Cambodian Prime Minister Hun Sen gifted locally crafted luxury wristwatches to other world leaders at the time,...

Bloomberg

There’s No Such Thing as ‘Best Practices’ When It Comes to Family Enterprise Governance

Best Practices Family governance Governance United States of America

So many executives take the "check the box" approach to building policies. Here's how family enterprises can be strategic in...

Inc.

Q.ANT: Series A Funding Expanded To $80 Million Following Duquesne Family Office Investment

News Startups Venture Capital Germany

Q.ANT, a Stuttgart-based deep-tech company pioneering photonic processing for artificial intelligence (AI) and high-performance computing (HPC), has expanded its Series...

Pulse2

The 30-year-old obsessive networker who is dominating a wildly profitable niche on Wall Street known as โ€˜directsโ€™

Investments Portfolio Management Private Equity United States of America

Matt Swain has become a pioneer by pairing family offices looking to triple their money with under-the-radar businesses looking to...

Fortune

Fiduciary Family Office LLC Sells 1,328 Shares of Alphabet Inc. $GOOGL

Investments Listed Stocks & Bonds Portfolio Management United States of America

Fiduciary Family Office LLC decreased its position in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 3.7% during the...

MarketBeat

Director, Family Office Planning & Administration

Estate planning Portfolio Management Succession planning United States of America

A boutique multi-family office based in Boston is looking to build their leadership team by hiring a new Director. Working...

eFinancialCareers

30,355 Shares in Nextracker Inc. $NXT Purchased by Virtus Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Virtus Family Office LLC bought a new position in shares of Nextracker Inc. (NASDAQ:NXT - Free Report) during the 2nd...

MarketBeat

PulteGroup, Inc. $PHM Position Trimmed by Virtus Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Virtus Family Office LLC trimmed its holdings in shares of PulteGroup, Inc. (NYSE:PHM - Free Report) by 27.1% in the...

MarketBeat

Virtus Family Office LLC Has $2.52 Million Stock Position in Stellantis N.V. $STLA

Investments Listed Stocks & Bonds Portfolio Management United States of America

Virtus Family Office LLC trimmed its position in Stellantis N.V. (NYSE:STLA - Free Report) by 11.6% in the second quarter,...

MarketBeat

PDD Holdings Inc. Sponsored ADR $PDD is Virtus Family Office LLC’s 4th Largest Position

Investments Listed Stocks & Bonds Portfolio Management United States of America

Virtus Family Office LLC lowered its position in shares of PDD Holdings Inc. Sponsored ADR (NASDAQ:PDD - Free Report) by...

MarketBeat

Why Families Need to Plan for Death While Still Alive

Estate planning Family governance Succession planning

The question of how to ensure the long-term stability of a familyโ€™s wealth and legacy should be top of mind...

Institutional Investor

The family office is no longer just for the superrich โ€” here’s how even smaller fortunes can use one to last generations

Estate planning Family governance Succession planning Switzerland

Julius Baer experts say entrepreneurs and smaller fortunes can use hybrid and virtual family offices to manage their assets, governance,...

Insider

Which European prince is hunting for deals in Perth?

Investments Real Estate Perth

Things are moving fast at Wiluna Mining and the crew at FTI Consulting have hit the ejector button. Plus: Cottesloe...

The West Australian

Callan Family Office LLC Purchases 525,286 Shares of NVIDIA Corporation $NVDA

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC boosted its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 201.7% during the...

MarketBeat

Ashish Kacholia, MS Dhoni Family Office-backed firmโ€™s Rs 72 cr SME IPO to open on Nov 6. Check price band, other details

FinTech Investments Startups India

Finance Buddha, backed by Ashish Kacholia and MS Dhoni Family Office, will raise Rs 71.68 crore through its SME IPO...

MSN

Analysis: Rejection of APBN use, uncertainty in Luhut’s family office plan

Family governance Governance Investments Indonesia

The proposal to establish a family office, a private investment entity, from National Economic Council (DEN) head Luhut Binsar Pandjaitan...

Jakarta Post

From Wealth Preservation to Planetary Regeneration: How a Family Office Rewired the Meaning of Capital

Impact Impact Strategy Real Estate Dubai

Based in Dubai, the Henmil Group concentrates on equity positions in ventures and real estate that can demonstrate systemic impact...

International Business Times

Ultra-rich families focus on driving impact ‘across generations’ in legacy planning

Estate planning Family governance Succession planning Dubai

Ultra-high-net-worth (UHNW) families are putting greater focus on legacy planning to create sustainable impact for future generations amid growing uncertainty...

South China Morning Post

Hong Kong family offices launch US$100 million fund to tap global investors

Investments Portfolio Management WealthTech Investments Hong Kong

Hong Kong strives to draw high-net-worth individuals from Europe, Asia and the Middle East to establish family offices in the...

South China Morning Post

How family offices help business owners build their legacy, empower heirs

Estate planning Family governance Succession planning United States of America

Business owners who acquire a substantial amount of wealth during their careers will need to consider who the best person...

BizTimes

Biltmore Family Office LLC Acquires Shares of 540 GE Vernova Inc. $GEV

Investments Listed Stocks & Bonds United States of America

Biltmore Family Office LLC acquired a new stake in GE Vernova Inc. (NYSE:GEV - Free Report) during the second quarter,...

MarketBeat

Chemist Warehouse co-founders Gance, Verrocchi in $5b property play

Investments Ownership Real Estate Australia

Two of the retail giantโ€™s creators are aiming to double the portfolio of real estate assets owned by them โ€“...

Australian Financial Review

UHNW Families At Odds Over Wealth, Risks Put Relocation In Focus

Family governance Risk Succession planning

Among its findings, the survey reported that a large proportion of family members clashed over wealth, nearly half were considering...

WealthBriefing

Prominent Qatar Figure’s Family Office Builds Team

Family governance Jurisdictions Recruitment Monaco

The report said that the family office has won regulatory approval to set up in Monaco.

Wealth Briefing

Gabbyโ€™s Dollhouse: The Movie North America Box Office: Family Drama Struggles With Under $1M Weekend; Break-Even Appears Out Of Reach

Competitive Analysis Market Psychology Performance United States of America

Gabbyโ€™s Dollhouse: The Movie struggles to reach its break-even mark despite strong reviews and decent global earnings.

Koimoi

Family office picks up multi-building apartment complex in Brantford

Investments Real Estate Canada

The 2022-built property comprises 208 units

Green Street News

Zurich multi-family office bolsters real estate investment committee

Investments Real Estate Recruitment Switzerland

Verium welcomes Ede Andrร skay and Daniel Kuster to its real estate investment committee.

Institutional Investor

Clarity, control, customization: Family offices are reshaping the financial management experience

Estate planning Investments Portfolio Management United States of America

For many families, financial management isnโ€™t just about investment returns, itโ€™s about stewardship. A multi-family office (MFO) exists for precisely...

Chicago Business

Ray Dalio says America is developing a ‘dependency’ on its top 1% of workers, while the bottom 60% are struggling and unproductive

Investor Behavior Market Psychology Strategy Saudi Arabia

I think the issue is very much that you can't look at the U.S. as a whole nowadays, the Bridgewater...

Fortune

StanChart: Four Themes to Guide UHNW Family Wealth

Estate planning Family governance Succession planning Singapore

Standard Chartered has launched a new report on the leading themes that will provide guidance to safeguard the wealth of...

finews.asia

Versetti Family Office advances discussion on longevity innovation at Global Summit

Health & Longevity Impact Innovation United Arab Emirates

Angel Versetti underscores the need for scientific-commercial synergy and global collaboration at the 6th Annual Timepie Longevity Summit.

Khaleej Times

CVA Family Office LLC Buys New Position in Energy Transfer LP $ET

Investments Listed Stocks & Bonds Portfolio Management United States of America

CVA Family Office LLC bought a new stake in shares of Energy Transfer LP (NYSE:ET - Free Report) during the...

MarketBeat

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

Automative technology Investments Listed Stocks & Bonds United States of America

CVA Family Office LLC boosted its holdings in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 13.9% during the 2nd quarter,...

MarketBeat

Elite CIO Forum in Beverly Hills: Dr. Alyce Su (Ex-PIMCO) on Investment Strategies

Investments Listed Stocks & Bonds Portfolio Management United States of America

October 25, 2025 -- Top CIOs Convened in Beverly Hills for Elite Wealth Forum: PIMCO Partner Family Office's CIO Dr....

24-7 Press Release

5 ways wealthy parents can stop their kids from wasting the family fortune

Behavioral Finance Estate planning Family governance United States of America

Kathleen Grace, the CEO of Fiduciary Family Office, said wealthy parents should teach their kids about money, work, and giving...

Insider

JP Morgan: Alternatives key to future-proof family office portfolios

Investments Portfolio Management Venture Capital Singapore

Alternative assets should make up a large minority of any future-focused investment portfolio, said a leading figure from J.P. Morgan.

Spearswms

Family offices fear dollar depreciation, lower investment returns in wake of tariffs

Investments Investor Behavior Risk United States of America

Investment firms of the ultra-wealthy have grown more bearish about their portfolios in 2025, according to a new survey.

CNBC

Apple Inc. $AAPL Shares Acquired by Custos Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Custos Family Office LLC grew its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 8.3% in the 2nd quarter,...

MarketBeat

Qatarโ€™s Former Ruler Expands Family Office With Multistrategy Investment Push in Monaco

Investments Portfolio Management Recruitment Monaco

The family office of Qatarโ€™s former ruler, Sheikh Hamad bin Khalifa Al Thani, is ramping up hiring to build a...

SL Guardian

Qatar Royal Recruits Top Bankers for Firm to Manage His Billions

Banking Providers Investments Recruitment Qatar

The family office for Qatarโ€™s former ruler is on a hiring push to build up a multistrategy investment team, adding...

Bloomberg

Tour the imposing Milan apartment of a Moncler heir

Brand & design Luxury & Lifestyle Real Estate Italy

French studio Gilles & Boissier recently reimagined a former family office space for the Ruffini family, now infused with Italian...

Homes & Gardens

IWMA: Corporate Finalists for Best Multi Family Office

Banking Providers Portfolio Management Trust services United States of America

The moment has arrived to unveil the corporate finalists for the Best Multi Family Office โ€“ United States category at...

International Wealth Management Awards

$19.7bn RWA Wealth Partners adds family office advisors

Banking Providers Estate planning Private Bank United States of America

Jennifer Votano and Evelyn Pepe join the Boston-based firm from Clarfeld, the private wealth management arm of Citizens Bank.

Citywire

AI a top investment theme for Canadian family offices

Investments Technology WealthTech Canada

Average Canadian family office wealth is US$2.1B, study finds

Investment Executive

Steve Ballmerโ€™s family office backs affordable housing funds

Impact Investments Real Estate United States of America

The LA Clippers owner and ex-Microsoft CEOโ€™s Ballmer Group committed a total of $150 million to Avanath and Vistria vehicles...

PERE News

Family offices dig into rare-earths amid geopolitical tensions

Investments Risk Risk Perception China

As China tightens control over exports, private investors eye high-risk, high-reward plays in critical minerals.

Crain Currency

Real estate remains a cornerstone of family office portfolios

Family governance Investments Real Estate United States of America

North Americaโ€™s wealthiest families are shifting their investment strategies, favoring private credit and real estate over riskier startup ventures, reported...

Business Insider

Family office, clean tech venture firm leader: โ€˜Precarious timesโ€™ in ESG world

Impact Impact & ESG Venture Capital United States of America

The head of an energy-focused venture firm, whose family office has shifted into renewable technologies, mulls the fraught sustainable investing...

New Private Markets

I Win Asset Management Limited Enters Strategic Partnership to Launch AI-Driven Investment Fund with eBroker Group Limited and Royal Family Office

FinTech Investments Technology Hong Kong

I Win Asset Management partners with eBroker Group and Royal Family Office to launch an AI-driven investment fund targeting professional...

Quiver Quant

Family Office Investment Shift: Private Credit & Real Estate Hit 29% of Portfolios – News and Statistics

Investments Portfolio Management Real Estate United States of America

North America's wealthiest families are shifting billions from startups to private credit and real estate, with these assets now representing...

IndexBox

Christian Insurance Family Debuts, Aligning Faith and Insurance Policies for Peace of Mind

Family governance Insurance Purpose United States of America

Christian Insurance Family Debuts, Aligning Faith and Insurance Policies for Peace of Mind

Global News Lines

Family Office & Wealth Management Course (November 4-6, 2025) | Navigate Complex Wealth Management and Succession Planning

Estate planning Family governance Succession planning Ireland

DUBLIN--(BUSINESS WIRE)--The "Family Office & Wealth Management Course (November 4-6, 2025)" has been added to ResearchAndMarkets.com's offering.

ResearchAndMarkets.com

Why Australiaโ€™s only listed family office prefers working-class staff

Leadership Listed Stocks & Bonds Recruitment Australia

Todd Barlow, who leads $14 billion company Soul Patts, discusses why you should never tell him you are doing your...

Australian Financial Review

Why you should never tell this $14b company CEO you are doing your job

Leadership Recruitment Australia

Soul Patts chief executive Todd Barlow discusses why the firm tends to employ people with a working-class background โ€“ and...

Australian Financial Review

Citi Wealth Appoints Juan Andrรฉs Althabe as Director in New York

Banking Providers Private Bank Recruitment New York City

Citi Wealth appoints Juan Andrรฉs Althabe as Director of the Global Family Office Group in New York. โ€œIโ€™m very excited...

Funds Society

Ultrawealthy families are pouring billions into private credit and real estate, but cutting back on early-stage startups

Investments Real Estate Startups United States of America

North America's richest families are steering wealth into credit and real estate, moving away from startups, Campden Wealth's 2025 report...

Insider

Practical RIA Sellers, Family Offices And AIโ€™s Impact On Client Relationships

News Recruitment WealthTech United States of America

Plus Our Wealthtech And Deals & Recruiting Roundups, Hightowerโ€™s New Channel, NorthRockโ€™s And VestGenโ€™s Acquisitions, Cerulli On Retirement Plans And...

Wealth Solutions Report

Veteran CIOs launch unique consulting business for HNW, family office investors

Family governance Investments WealthTech United States of America

Kathleen Vogelsang, CIO at Van Andel Institute, and Quan Mac, formerly of Greenville Asset Management, are launching Bostwick Investment Consulting.

Alternatives Watch

Brighton Jones Appoints Jessica Andrews As General Manager

Leadership Recruitment Succession planning United States of America

Brighton Jones, an independent wealth management firm dedicated to aligning clientsโ€™ wealth with their values and passions, today announced the......

Citybiz

Endowus raises more than US$70 million, client assets cross US$10 billion mark

FinTech Venture Capital WealthTech Hong Kong Singapore

The funds will be used to scale up its market presence in Singapore and Hong Kong.

Business Times

Costs Big Barrier To Creating Family Offices

Family governance Mediation & family dynamics Succession planning

The sheer expense of building a family office is a headache for a number of UHNW families; complexity for multi-generational...

WealthBriefing

ESMA seeks liquidity standards for alt funds

Investments Risk Risk Management Switzerland

Guidance addresses open-ended loan origination funds

Investment Executive

Sceats Family Office launches specialist coal mediation service

Legal Mediation & family dynamics Strategy United Kingdom

A faster, fairer, and far cheaper alternative to arbitration. LONDON, UNITED KINGDOM, October 21, 2025 /EINPresswire.com/ -- Sceats Family Office...

WBTW

Brighton Jones Welcomes Jessica Andrews as General Manager of Family Office and Multi-Family Office

Communication Family governance Impact United States of America

SEATTLE, Oct. 21, 2025 /PRNewswire/ -- Brighton Jones, an independent wealth management firm dedicated to aligning clients' wealth with their...

PRNewswire

Key takeaways from our Global Family Office Forum 2025

Estate planning Family governance Succession planning United Kingdom

Discover some of the key takeaways from the second annual Global Family Office Forum.

Barclays Private Bank

Family offices are booming as the superrich look to futureproof their fortunes

Estate planning Family governance Succession planning United States of America

For the world's richest families, wealth management is no longer just about making money โ€” it's about survival.

Pulse

Fiduciary Family Office LLC Sells 1,441 Shares of Reinsurance Group of America, Incorporated $RGA

Insurance Investments Listed Stocks & Bonds United States of America

Fiduciary Family Office LLC lowered its holdings in shares of Reinsurance Group of America, Incorporated (NYSE:RGA - Free Report) by...

MarketBeat

Fiduciary Family Office LLC Has $645,000 Stake in Restaurant Brands International Inc. $QSR

Investments Listed Stocks & Bonds Portfolio Management United States of America

Fiduciary Family Office LLC lowered its stake in Restaurant Brands International Inc. (NYSE:QSR - Free Report) (TSE:QSR) by 41.6% in...

MarketBeat

David Rubenstein-Backed Firm Builds $303 Million US Property Bet

Investments Private Equity Real Estate United States of America

An investment firm backed by Carlyle Group Inc. co-founder David Rubenstein and other members of the worldโ€™s rich is bolstering...

Bloomberg

Packaging Corporation of America $PKG Shares Purchased by Fiduciary Family Office LLC

Investments Listed Stocks & Bonds Portfolio Management United States of America

Fiduciary Family Office LLC increased its stake in shares of Packaging Corporation of America (NYSE:PKG - Free Report) by 224.1%...

MarketBeat

Fiduciary Family Office LLC Has $737,000 Stock Position in Diamondback Energy, Inc. $FANG

Investments Listed Stocks & Bonds United States of America

Fiduciary Family Office LLC lowered its position in shares of Diamondback Energy, Inc. (NASDAQ:FANG - Free Report) by 43.8% in...

MarketBeat

Fiduciary Family Office LLC Sells 2,248 Shares of Ingredion Incorporated $INGR

Investments Listed Stocks & Bonds Portfolio Management United States of America

Fiduciary Family Office LLC decreased its position in shares of Ingredion Incorporated (NYSE:INGR - Free Report) by 28.0% during the...

MarketBeat

Fiduciary Family Office LLC Decreases Stock Holdings in Royal Caribbean Cruises Ltd.

Listed Stocks & Bonds Portfolio Management United States of America

Fiduciary Family Office LLC trimmed its stake in shares of Royal Caribbean Cruises Ltd. (NYSE:RCL - Free Report) by 26.5%...

MarketBeat

Fiduciary Family Office LLC Has $1.03 Million Position in Merck & Co., Inc. $MRK

Investments Listed Stocks & Bonds Portfolio Management United States of America

Fiduciary Family Office LLC reduced its position in shares of Merck & Co., Inc. (NYSE:MRK - Free Report) by 30.8%...

MarketBeat

Fiduciary Family Office LLC Boosts Stake in STERIS plc $STE

Investments Listed Stocks & Bonds Portfolio Management United States of America

Fiduciary Family Office LLC lifted its stake in STERIS plc (NYSE:STE - Free Report) by 78.8% in the 2nd quarter,...

MarketBeat

Fiduciary Family Office LLC Boosts Stake in Vertiv Holdings Co. $VRT

Investments Listed Stocks & Bonds Portfolio Management United States of America

Fiduciary Family Office LLC raised its position in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 49.9% in the 2nd...

MarketBeat

PepsiCo, Inc. $PEP Stake Boosted by Fiduciary Family Office LLC

Investments Listed Stocks & Bonds United States of America

Fiduciary Family Office LLC increased its position in shares of PepsiCo, Inc. (NASDAQ:PEP - Free Report) by 22.5% during the...

MarketBeat

Fiduciary Family Office LLC Raises Stock Holdings in Lam Research Corporation $LRCX

Investments Listed Stocks & Bonds Portfolio Management United States of America

Fiduciary Family Office LLC raised its position in Lam Research Corporation (NASDAQ:LRCX - Free Report) by 23.2% in the second...

MarketBeat

Fiduciary Family Office LLC Decreases Stock Position in Oracle Corporation $ORCL

Investments Listed Stocks & Bonds Portfolio Management United States of America

Fiduciary Family Office LLC lowered its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 12.4% during the 2nd quarter,...

MarketBeat

Family Office: The Key To Multigenerational Legacy

Estate planning Family governance Succession planning United States of America

While once focused primarily on wealth management, todayโ€™s family offices are evolving into strategic institutions that connect governance, education and...

Forbes

Hong Kong and Singapore are Asia’s twin hubs for family offices, Julius Baer says

Family governance Investments Real Estate Hong Kong Singapore

Wealthy families from across the world use Hong Kong and Singapore as twin hubs to expand in Asia, preferring real...

South China Morning Post

Hong Kong rivals Singapore as top Asian family office hub: Julius Baer report

Family governance Investments Succession planning Hong Kong Singapore

Hong Kong rivals Singapore as the preferred family office hub in Asia, with the two centers hosting more than 2,700...

Hong Kong Standard

Custos Family Office LLC Acquires 1,930 Shares of NVIDIA Corporation $NVDA

Investments Listed Stocks & Bonds Portfolio Management United States of America

Custos Family Office LLC lifted its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 46.1% during the 2nd quarter,...

MarketBeat

Deutsche Bank: ME family offices join global move into illiquid assets, private credit

Banking Providers Investments Private Equity United Arab Emirates

The bankโ€™s latest report finds Middle Eastern family offices are adopting more sophisticated financing strategies to enhance returns and liquidity.

Deutsche Bank

Legacy, Resilience, and Purpose Take Center Stage for Family Offices

Family governance Jurisdictions Private Equity Switzerland

The Family Barometer 2025 by Julius Bรคr and PwC seeks to highlight current trends among UHNW families when it comes...

finews.ch

Westpac, ASIC ask court for $20m fine over RAMS misconduct

Banking Providers Compliance Risk Australia

Westpac admitted to systemic failures, including fraud, within its mortgage franchise network RAMS. ASIC and the bank are now asking...

Australian Financial Review

Trump tells Rudd โ€˜allโ€™s forgivenโ€™; Arafura rockets; Family office salaries shrink

News Recruitment Australia

Read everything thatโ€™s happened in the news so far today.

Australian Financial Review

Exclusive | Hong Kong sets sights on 220 new family offices in next growth phase

Family governance Investments Jurisdictions Hong Kong

InvestHK launches โ€˜Family Office 2.0โ€™ to lure global wealth hubs to Hong Kong as race steps up with Singapore.

South China Morning Post

$1m CEO salaries disappear from family offices

Benchmarking Leadership Recruitment Australia

A new report reveals that family office CEO base salaries sit around $500,000 to $625,000 plus substantial bonuses, but the...

Australian Financial Review

Succession planning takes center stage for family offices and businesses

Family governance Next Generation Succession planning

A pair of reports show how a desire to keep control within the family is driving more efforts at formal...

Investment News

Generational shift meets AI as family offices future-proof their fortunes

Next Generation Succession planning Technology United States of America

Family offices boost tech and caution as generational wealth transfer and market uncertainty accelerate

Key Media

Is AI Rewiring The Modern Family Office?

Data Decision Making Risk Management United States of America

AI is reshaping how family offices manage data, risk, and decisions, moving from theory to practice and redefining the infrastructure...

Forbes

Garth Huโ€™s pitch to rich Chinese families is eye-popping

Banking Providers Private Bank WealthTech Australia China

The rainmaker dominated the Chinese-Australian wealth market at Morgan Stanley. His new venture has stopped some in their tracks.

Australian Financial Review

Family offices eye liquidity, direct PE as wealth transfer accelerates

Investments Private Equity Succession planning United States of America

North American family offices are increasingly adopting generative AI while sticking to private markets, according to a new report from...

Alternatives Watch

Callan Family Office LLC Acquires 51,380 Shares of Meta Platforms, Inc. $META

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC grew its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 188.6% during the 2nd...

MarketBeat

Callan Family Office LLC Has $22.52 Million Stock Position in JPMorgan Chase & Co. $JPM

Banking Providers Investments Listed Stocks & Bonds United States of America

Callan Family Office LLC increased its position in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 131.3%...

MarketBeat

Crypto News Today: Arthur Hayesโ€™ Family Office Maelstrom Eyes $250M Crypto Buyout Fund

Cryptocurrency Digital Assets Investments

Maelstrom, the family office of Arthur Hayes, aims to spend $250M to buy 6 mid-sized crypto companies, with an emphasis...

Live Bitcoin News

Callan Family Office LLC Acquires Shares of 2,690 The Estee Lauder Companies Inc. $EL

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC acquired a new stake in The Estee Lauder Companies Inc. (NYSE:EL - Free Report) in the...

MarketBeat

Callan Family Office LLC Purchases New Position in PBF Energy Inc. $PBF

Investments Listed Stocks & Bonds Portfolio Management United States of America

Callan Family Office LLC purchased a new stake in shares of PBF Energy Inc. (NYSE:PBF - Free Report) during the...

MarketBeat

BitMEX co-founderโ€™s family office seeking $250M for private equity fund: Report

Cryptocurrency Investments Private Equity United States of America

Maelstrom, the family office connected to BitMEX co-founder Arthur Hayes, is reportedly looking to raise $250 million for a private...

Bloomberg

Arthur Hayesโ€™ Family Office Targets $250M Fund to Back Mid-Sized Crypto Firms: Report

Cryptocurrency Investments Private Equity United States of America

Maelstrom, the family office of BitMEX co-founder Arthur Hayes, is seeking to raise at least $250 million for its first...

Crypto News

Arthur Hayesโ€™ Family Office Targets $250M Fund

Cryptocurrency Investments Private Equity Hong Kong

Arthur Hayes has sought $250M for Maelstromโ€™s equity fund to acquire profitable off-chain crypto firms, targeting institutions.

Cryptoslate

French oil heirs eye Brooklyn, Austin property deals

Investments Private Equity Real Estate United States of America

The Perrodo family office is exploring residential property deals in the U.S., reflecting its growing status as a real estate...

Crain Currency

Arthur Hayes-Backed Family Office Seeks $250M to Buy Crypto Service Firms

Cryptocurrency Digital Assets Venture Capital United States of America

Maelstrom is going after non-token equity deals where valuations are based on cash flows, not speculative token allocations.

Bloomberg

Arthur Hayes-Backed Family Office Seeks $250M to Buy Crypto Service Firms: Bloomberg

Cryptocurrency Investments Venture Capital United States of America

Maelstrom is going after non-token equity deals where valuations are based on cash flows, not speculative token allocations.

Bloomberg

Arthur Hayesโ€™ family office, Maelstrom, targets $250 million for new private equity fund: Bloomberg

Cryptocurrency FinTech Private Equity United States of America

Maelstrom co-founder Akshat Vaidya said the fund is looking to raise upwards of $250 million to acquire crypto infrastructure and...

Bloomberg

Family offices seize on secondaries as private-equity exits dry up

Investments Portfolio Management Private Equity United States of America

Family offices are increasingly investing in secondaries to manage liquidity, diversify portfolios and access sectors.

Crain Currency

Arthur Hayesโ€™ Family Office Seeks $250 Million for Buyout Fund

Cryptocurrency Investments Private Equity United States of America

The family office of Arthur Hayes, an influential figure in cryptocurrency who co-founded the exchange BitMEX, is seeking at least...

Bloomberg