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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.
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
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...
Through the deal, Alphacore will open a family office division run by a women-led team in Massachusetts serving ultra-high-net-worth clients.
The estate planning should preserve operating authority, key knowledge and capital flexibility.
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...
Nearly a third worry that retirement will take key family leaders and staff out the door
„Nicht wirklich professionell“ – so beschreibt Bayerische-Hausbau-Chef Wnendt den Umgang einiger Family-Offices mit Immobilienbeständen. Das Unternehmen bietet ihnen nun seine Dien...
The Miami-based RIA continues its acquisition spree, adding FortCay Family Advisory to the network. Its global AUM is around $572 billion.
GIFT City’s offshore Family Investment Fund regime allows Indian family offices to access global markets, as outbound schemes raise about $1.1 billion
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?
Fall 2026 gathering brings family office leaders together for a closed-door summit on capital, decision-making, succession and a changing investment environment
The service spans public and private assets, ownership structures, and geographies for UHNW clients
Whether it's a permanent shift or part of a familiar cycle is worth asking, though.
Gelfand, Rennert & Feldman acquires Burlington, Ontario’s Danyliw & Mann and BDM Royalty Management
Patient capital, real risk.
Someone needs to own the whole picture.
The Charlotte-based wealth services firm completed its third acquisition in 18 months, adding OCIO expertise and services.
Miami-based Trivest Partners backs Sonance Financial, which serves more than 1,400 families
Next-generation HNIs are reshaping family portfolios with greater diversification, formal asset allocation and global exposure. Motilal Oswal Private Wealth's Akash Hariani discuss...
Pitcairn's Andy Busser discusses the firm's evolution from single-family office to $12B RIA.
A growing opportunity to help child-free Americans carry out their legacy wishes.
Prime Capital, which has about 170 advisor-owners, can provide liquidity to its shareholders without a controlled transaction.
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