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The Middle East is home to an estimated 528 family offices, which collectively manage an estimated US$500 billion in assets under management (which are expected to surpass US$1 tri...
Morgan Stanley report says liquidity events and succession planning are reshaping operations
Head of UBS’ Family Office Group highlights key takeaways from new report
Report reveals growing number of firms along with highlighting investment strategies
How to test if it’s built to last.
Every quarter of delayed trust structuring is a quarter spent subsidizing Washington’s next budget reconciliation package with your own compound growth.
Brian Lucareli, director of Foley Private Client Services (PCS) and co-chair of the Family Offices team, sits down with Nick Chamis, senior counsel in the Estate Planning practice,...
Michael Outlaw, the recently named president of Rockefeller Global Family Office, says family offices are defined more by the services they offer than by their relationships with w...
Every year, the U.S. Federal Trade Commission (“FTC”) investigates high net worth individuals for failure-to-file violations of the Hart-Scott-Rodino Antitrust Improvements Act of...
Ultra-high-net-worth individuals and families face a valuation environment that is far more complex than simply determining the worth of an asset. In the context of trust, gift, an...
A roundup of significant court cases.
Managing wealth for family offices goes beyond protecting assets.
Navigating the complexities of the federal oversight, investigations, reporting requirements and challenges of the IRS requires the specialized guidance of an IRS tax lawyer who un...
A Florida appellate court has just reaffirmed a doctrine that every cross-border family with Florida ties should understand — and that their estate plan should proactively address....
Family offices in 2025 and beyond face a more complex investment environment than at any point in recent decades. Read more: Alternative Investment Strategies for Family Offices i...
Farther has hired Ben Seidenstein, who previously oversaw $1.5 billion at Goldman Sachs Private Wealth, to lead the new division.
When Jane Doe died, her family assumed everything was in order. She had always been organized. She talked openly about “having her papers done.” Her three children gathered a few d...
Bank of Singapore is expanding its family office and wealth advisory leadership team as demand grows for succession planning, legacy management and wealth transfer solutions among...
A significant shift in Delaware law is reshaping how courts evaluate conflicted transactions involving controlling stockholders, including private fund managers that control portfo...
Private equity investment in law firms is no longer merely theoretical. It is increasingly being pursued through affiliated-entity structures, often described as legal services org...
Mackenzie’s Head of Tax and Estate Planning explains how connecting generations can help secure ideal clients
The lawyer-agent owes an equity-based fiduciary duty of undivided loyalty to the client-principal. Incidents of that overarching duty are the sub-duties of confidentiality and full...
On May 1, 2026, the Private Investor Coalition, Inc. (“PIC”) submitted a rulemaking petition to the Securities and Exchange Commission (the “SEC”) requesting amendments to the defi...
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