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The firm assembled a team of over 40 specialists to deliver coordinated advice to clients with at least $50 million in net worth.
The estate planning should preserve operating authority, key knowledge and capital flexibility.
Family office wealth structures change the shape of a divorce case. The issues are rarely limited to salary, savings, and property. Instead, the asset picture may include trusts, h...
Citi Wealth survey of 351 family offices finds inflation concern rising and next-gen transitions now an immediate operational challenge
BNY Wealth study of 290 global single family offices finds private equity, infrastructure and private credit now dominate portfolio construction
„Nicht wirklich professionell“ – so beschreibt Bayerische-Hausbau-Chef Wnendt den Umgang einiger Family-Offices mit Immobilienbeständen. Das Unternehmen bietet ihnen nun seine Dien...
With dozens of entities, millions of dollars at stake, and powerful family dynamics at play, should you still be using spreadsheets or general accounting software?
Through the deal, Alphacore will open a family office division run by a women-led team in Massachusetts serving ultra-high-net-worth clients.
GIFT City’s offshore Family Investment Fund regime allows Indian family offices to access global markets, as outbound schemes raise about $1.1 billion
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...
Nearly a third worry that retirement will take key family leaders and staff out the door
Only 35% of family offices have a succession plan for the Family Office itself, compared with 57% that have a plan for wealth succession, highlighting a gap in institutional prepar...
Gelfand, Rennert & Feldman acquires Burlington, Ontario’s Danyliw & Mann and BDM Royalty Management
Fall 2026 gathering brings family office leaders together for a closed-door summit on capital, decision-making, succession and a changing investment environment
Someone needs to own the whole picture.
The Miami-based RIA continues its acquisition spree, adding FortCay Family Advisory to the network. Its global AUM is around $572 billion.
A growing opportunity to help child-free Americans carry out their legacy wishes.
The service spans public and private assets, ownership structures, and geographies for UHNW clients
Investment advisers are currently limited to charging performance fees to so-called qualified clients.
Advisors who fail to build relationships with adult children before they inherit risk mass defections later.
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