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Through the deal, Alphacore will open a family office division run by a women-led team in Massachusetts serving ultra-high-net-worth clients.
US commercial real estate investment manager ACORE CAPITAL has launched a dedicated wealth solutions platform designed to expand access to its commercial real estate investment str...
Citi Wealth survey of 351 family offices finds inflation concern rising and next-gen transitions now an immediate operational challenge
Prime Capital, which has about 170 advisor-owners, can provide liquidity to its shareholders without a controlled transaction.
BNY Wealth study of 290 global single family offices finds private equity, infrastructure and private credit now dominate portfolio construction
Stonegate Capital has announced the launch of a family office in Dubai, created exclusively to coordinate and advance the substantial global financial, investment and strategic int...
The firm assembled a team of over 40 specialists to deliver coordinated advice to clients with at least $50 million in net worth.
Capital Group has become the latest asset manager to expand into the Middle East after securing regulatory approval to operate in Abu Dhabi. The $3.6tn (£4.8tn) investment manager...
Fall 2026 gathering brings family office leaders together for a closed-door summit on capital, decision-making, succession and a changing investment environment
Family offices investing in alternatives should look at assets supported by collateral, contractual cash flows and structural protections rather than relying solely on corporate cr...
Valla Wealth is operating as a DBA of The Invictus Collective, a Dynasty-backed firm, using the RIA’s proprietary tech stack and structured notes products.
Ex-Lazard banker Stephen Langer and former SSE Ventures CEO Isabel Keulen join the Kobalt founder's new firm. Source
The Miami-based RIA continues its acquisition spree, adding FortCay Family Advisory to the network. Its global AUM is around $572 billion.
In other developments, Morningstar and Bountiful team up on faith-based investments and and CAIA adds an evergreen fund credential.
CANFIELD, Ohio – HBK, a leading integrated accounting, tax, audit, consulting, technology and wealth management firm, on Tuesday announced a strategic growth investment from an aff...
The service spans public and private assets, ownership structures, and geographies for UHNW clients
Patient capital, real risk.
Invesco has partnered with Finnish wealth manager Index Varainhoito to open its European Upper Middle Market Income Fund (EUMMI) to Nordic investors. The global asset manager said...
One of the founders of Legacy Edge Advisors, Scott Israel, said the firm had reached the point where it needed a CEO to oversee growth, including adding more advisors and assessing...
Miami-based Trivest Partners backs Sonance Financial, which serves more than 1,400 families
The Raleigh-based firm adds Compass Advisors and Long Island Wealth Management, bringing seven professionals and combined retirement and wealth advisory capabilities.
Tikehau Capital has made its European private credit strategy available on iCapital Marketplace as the French alternative asset manager looks to attract more capital from wealthy i...
Our Arta Finance review covers investments, fees, cash management, and advisory services to help accredited investors decide if it fits. The post Arta Finance Review: Digital Famil...
Appointment strengthens ACERO's drive to channel institutional capital into Caribbean and Latin American growth
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