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For decades, family offices focused on a relatively straightforward mission: preserve wealth, grow
Head of UBS’ Family Office Group highlights key takeaways from new report
New research maps 1,632 MFOs across nine regions and documents a wave of deals reshaping the landscape
"We are pleased to share that Family Capital, a leading publication covering the global family office and private wealth community, has published a feature on IMA ART Fertility Bev...
Amid geopolitical uncertainty and fears of a trade war, family offices also show a preference in investing in developed markets.
A strategic partnership between the wealth management platform and Callan Family Office aims to build better software for advisors working with complex clients.
Around 30 European family offices have told Hong Kong’s investment promotion agency that they plan to set up operations in the city, according to InvestHK. The interest accounts fo...
A survey of 100+ family office professionals reveals that governance, not money, is the real problem
Longevity, private markets and inherited firms reshape wealth planning, study finds
A hot IPO summer means family offices are learning how to navigate newly minuted UHNW "IPO Bros" who have that entrepreneurial spirit.
No advance notice required.
The wealthiest investors on earth are quietly reshuffling portfolios for permanent uncertainty, not just another rough patch
Private Placement Life Insurance is a key aspect of a plan that transforms taxable wealth into a disciplined, enduring structure for sustaining wealth across generations.
As baby boomers begin passing down trillions in assets, advisers who specialize in navigating the process — and the emotions around it — have never been busier.
The San Diego-based group has affiliated with Quotient Advisor Partners, an LPL OSJ, bringing expertise in serving high-net-worth clients and multi-generational families.
The Englewood, N.J.-based multifamily office expands its footprint in the Philadelphia region, adding 46 professionals and $12 billion in AUA in the region.
Competition in the wealth management industry has intensified significantly, driven by new digital challengers and specialized providers, eroding customer loyalty, and increasing d...
Alan Feutz brings 25 years of experience serving high-net-worth clients and will move to Genesis Wealth to operate out of the firm’s newly opened branch on Chicago’s North Shore.
Four in 10 UHNW clients are over 70, with female wealth control set to nearly double, setting up opportunities for advisors
Deal brings luxury home, fine art and rare automobile coverage expertise into NFP's Private Client Group
Also, acquisitive Waverly grows to $35.5B with a new deal; $14B Soltis acquires a Midwest beachhead; Mariner deals for entertainment industry-focused RIA; and Osaic’s fee-only CW e...
UBS alumni Michael Evans and David Jasper are targeting UHNW clients as they navigate a liquidity event from a small business.
The firm has expanded ownership internally to six shareholders while maintaining its fee-only independence and client-first approach across multiple generations.
As wealth grows, financial decisions tend to become more layered. Investments connect to taxes. Estate planning affects retirement income. Business ownership influences succession...
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