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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
Amid geopolitical uncertainty and fears of a trade war, family offices also show a preference in investing in developed markets.
New research maps 1,632 MFOs across nine regions and documents a wave of deals reshaping the landscape
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
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 hot IPO summer means family offices are learning how to navigate newly minuted UHNW "IPO Bros" who have that entrepreneurial spirit.
The wealthiest investors on earth are quietly reshuffling portfolios for permanent uncertainty, not just another rough patch
"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...
Large wealth managers are chasing a multitrillion dollar opportunity to manage more of their clients' assets. But many high net worth investors give their business to multiple firm...
Four in 10 UHNW clients are over 70, with female wealth control set to nearly double, setting up opportunities for advisors
A strategic partnership between the wealth management platform and Callan Family Office aims to build better software for advisors working with complex clients.
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.
Competition in the wealth management industry has intensified significantly, driven by new digital challengers and specialized providers, eroding customer loyalty, and increasing d...
Completion of the acquisitions announced last year puts sovereign wealth-fund-backed Corient among the largest non-bank wealth managers in the world.
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...
The world’s wealthiest families are invested in the stock market. But they also own a lot of other assets for diversification. The post Ultra-wealthy families only have 34% of the...
Tens of trillions of dollars are moving between generations — and younger heirs feel little loyalty to traditional advisers
The founder-owned RIA has recruited $4 billion in assets this year, appealing to advisors who want to avoid private equity-backed firms and maintain autonomy.
The wealthy are seeking out household staff to help manage their lives.
AlTi Tiedemann’s Kimberly Evans tells WP that anxiety has led to a shift in thinking
A surge in ultra-wealthy individuals is forcing a rethink of how generational wealth is managed
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