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Morgan Stanley report says liquidity events and succession planning are reshaping operations
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...
Head of UBS’ Family Office Group highlights key takeaways from new report
Report reveals growing number of firms along with highlighting investment strategies
Farther has hired Ben Seidenstein, who previously oversaw $1.5 billion at Goldman Sachs Private Wealth, to lead the new division.
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...
How to test if it’s built to last.
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...
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...
The new division, Cache River Private Wealth, offers services that firm founder and strategy chief Bill Sowell calls “family-office lite.”
Managing wealth for family offices goes beyond protecting assets.
Every quarter of delayed trust structuring is a quarter spent subsidizing Washington’s next budget reconciliation package with your own compound growth.
The registration relates to a UK-based family office structure and has been granted to Poornam Asset Management (IFSC) Pvt Ltd, which is acting as the IFSC-based fund management pl...
Jack Mullen has built an ultrahigh net worth niche at Merrill Private Wealth Management that functions much like a family office. Here's how he did it, in our latest installment of...
The hire is part of a BlackRock's plan to strengthen its business with family offices, which it views as a rapidly expanding part of the wealth management business.
The Family Office has unveiled “Wealth Mermaid,” a pioneering AI-powered assistant fully integrated into its Client App The post The Family Office Launches Wealth Mermaid, a Pionee...
Family offices are tapping wealth management firms and OCIOs to increase tax efficiency in their portfolios. U.S. listed ETFs raised $174 billion in April and are on pace to raise...
The wealthiest investors on earth are quietly reshuffling portfolios for permanent uncertainty, not just another rough patch
In this FinextraTV interview at the Communify Intelligence Experience in Miami, Ali Bastani, Managing Director at Seven Post Investment Office, discusses how small wealth managemen...
Affluent heirs face rising complexity as expected inheritances near $1M, fueling shift to integrated guidance.
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Jason Stephens and Mic Lundon are launching Evertern Wealth in Naples, Fla., backed by Dynasty Financial Partners and serving high-net-worth clients.
The firm has expanded ownership internally to six shareholders while maintaining its fee-only independence and client-first approach across multiple generations.
Mackenzie’s Head of Tax and Estate Planning explains how connecting generations can help secure ideal clients
RIA heads and asset managers sought to push back on common media narratives about advisors, AI and private credit at the annual Goldman Sachs RIA Professional Investor Forum.
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