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Morgan Stanley report says liquidity events and succession planning are reshaping operations
Report reveals growing number of firms along with highlighting investment strategies
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
Farther has hired Ben Seidenstein, who previously oversaw $1.5 billion at Goldman Sachs Private Wealth, to lead the new division.
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...
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.
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.
The wealthiest investors on earth are quietly reshuffling portfolios for permanent uncertainty, not just another rough patch
The new division, Cache River Private Wealth, offers services that firm founder and strategy chief Bill Sowell calls “family-office lite.”
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...
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...
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...
Affluent heirs face rising complexity as expected inheritances near $1M, fueling shift to integrated guidance.
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 gap between capital scale and operating infrastructure is growing.
Mackenzie’s Head of Tax and Estate Planning explains how connecting generations can help secure ideal clients
Banks, fintechs and fiduciaries confront broader portfolio risks as multi-state assets and younger heirs add complexity
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...
Many firms are scaling their private wealth efforts without a clear understanding of where capital is truly coming from, writes Liz Gaffney of InvestorFlow. The post Private wealth...
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...
The firm has expanded ownership internally to six shareholders while maintaining its fee-only independence and client-first approach across multiple generations.
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