Family Office News & Insights
Family Office News & Insights
Stay informed with the latest developments in family office management, wealth preservation strategies, and industry trends from leading experts and practitioners.
Family Office: What It Is and What It Does
Family offices are private companies established to manage the financial and personal affairs of high-net-worth families. These entities go beyond traditional wealth management by offering a suite of ......
Read Article →Bank of Singapore Introduces ‘Catalyst’ for Ultra-Rich Wealth Management
In a strategic move to address the evolving needs of ultra-high-net-worth individuals (UHNWIs) in Asia, the Bank of Singapore has unveiled its Family Office Catalyst service. This innovative offering ......
Read Article →Goldman Sachs targets richest families in Australia expansion
In a strategic move to capture a burgeoning market, Goldman Sachs Group Inc is ramping up efforts to expand its private wealth management team in Australia. This expansion aims to capitalize on the gr......
Read Article →Cresset Announces Strategic Combination with Monticello Associates, Approaches $200 Billion in Assets
Cresset, a client- and employee-owned multi-family office established with an entrepreneurial spirit, has announced a strategic partnership with Monticello Associates, a respected investment consultin......
Read Article →Exclusive | Goldman Sachs highlights legacy planning amid huge generational wealth transfer
The impending generational wealth transfer valued at approximately $6.1 trillion is reshaping the landscape for family offices and high-net-worth individuals in Asia. Goldman Sachs, a prominent player......
Read Article →Inside-Out Risk: When The Threat Isn’t A Hacker Or Headline, But Your Own Structure
In the realm of family offices, risk management often conjures images of cyber threats, market volatility, or geopolitical instability. However, the most insidious risks may originate from within the ......
Read Article →Lisa Castro Joins Family Office Resource Group as President of Family Office Services Amid Broader Leadership Expansion
In a strategic move to bolster its leadership and expand its service offerings, Family Office Resource Group has announced the appointment of Lisa Castro as President of Family Office Services. Castro......
Read Article →Family office deal-making slides with some bright spots in Europe
In July, family offices experienced a significant downturn in their direct investment activities, marking a 60% decline compared to the previous year, according to data from Fintrx. This trend reflect......
Read Article →Hong Kong on track to exceed target of 200 family offices by year-end, says Hui
Hong Kong's financial landscape is poised for a significant milestone as it gears up to exceed its target of establishing 200 family offices by the end of the year. This development reflects the city'......
Read Article →Navigating the new tax environment for GCC family offices
As global tax norms evolve and economic diversification becomes a policy priority across the Gulf Cooperation Council (GCC), family offices in the region face a pivotal moment. Historically operating ......
Read Article →Alternatives now make up 42% of family office portfolios
In recent years, family offices have increasingly turned to alternative investments as a key component of their portfolio strategies. According to BlackRock, alternatives now constitute 42% of family ......
Read Article →The top asset managers winning the family office race in 2025
In the rapidly evolving landscape of wealth management, family offices are increasingly turning to top-tier asset managers to navigate the complexities of safeguarding and growing their wealth. As we ......
Read Article →Oligarch’s Heirs Reveal Wall Street Bets in Family Office Revamp
The heirs of Badri Patarkatsishvili, a Georgian mogul who amassed his wealth in the chaotic aftermath of the Soviet Union's dissolution, are making waves in the financial world. Following his sudden p......
Read Article →Estate Planning In World Of Watch Collecting
In the evolving landscape of estate planning, luxury watch collections have emerged as a significant consideration, especially as their market continues to thrive. With iconic brands like Rolex and Pa......
Read Article →$2.2bn Dallas MFO Legacy Knight raises $20m from its clients
Dallas-based multi-family office (MFO) Legacy Knight has successfully closed a $20 million Series A capital raise, drawing funds from the wealthy families it serves. This strategic move, as reported b......
Read Article →Family Office Market to Expand Rapidly Over Next Decade| Credit Suisse, Northern Trust, GenSpring Family Offices
The family office sector is set to experience substantial growth over the coming decade, a development underscored by a recent market study conducted by HTF MI. The comprehensive analysis, which spans......
Read Article →The Family Office Trap: When Doing Too Much Does Harm
In the intricate world of family offices, the pursuit of excellence and comprehensive service can paradoxically lead to unintended consequences. Amidst the efforts to preserve wealth and ensure seamle......
Read Article →Building Hotels A Guide for Family Offices
For family offices exploring the hospitality sector, the decision between building a new hotel or redeveloping an existing property presents a strategic challenge. Both paths come with unique consider......
Read Article →Citi Wealth’s Hofmann explains where family offices are investing
Family offices, known for their agile investment strategies and long-term vision, are increasingly channeling their resources into artificial intelligence, direct deals, and control stakes. This trend......
Read Article →Drusilla Blackman: How Leading Family Offices Plan for College Admissions
Navigating the complex landscape of college admissions can be a daunting task, especially for families managing significant wealth across generations. While the ultimate goal for many families is to e......
Read Article →Sustainability, Family Offices, and Private Equity: A Powerful Alignment for Long-Term Impact
In an era where climate urgency and evolving social values are reshaping global investment landscapes, family offices and private equity firms are aligning to champion sustainability. This powerful al......
Read Article →Family offices turn to more structured pay to keep executives for the long term
In the competitive landscape of family offices, retaining top-tier executives has become a strategic imperative. Recent trends indicate that these entities are increasingly adopting more structured co......
Read Article →Copia Wealth and ByAllAccounts boost wealth tools
In the dynamic realm of wealth management, staying ahead of the curve means embracing cutting-edge technology. Copia Wealth Studios and ByA......
Read Article →Buglocon Capital Management Unveils New Family Office Advisory Service
Buglocon Capital Management Ltd has announced the launch of its Family Office Advisory Service, a new initiative aimed at meeting the intricate financial and governance requirements of ultra-high-net-......
Read Article →Wood Next’s Julie Lawson on Building a Lean Single Family Office
In an industry often characterized by privacy and discretion, Julie Lawson, the President and CIO of Wood Next, offers a refreshing transparency about the operations of a single-family office (SFO). W......
Read Article →Family Office Services Market is Booming Worldwide | Major Giants- Abbot Downing, Citi Private Bank, GenSpring
The family office services market is experiencing significant growth on a global scale, driven by an array of factors including the rising number of high-net-worth individuals (HNWIs) and the anticipa......
Read Article →Family office founder reshapes the private equity playbook
In an increasingly complex landscape of wealth management, family offices are redefining traditional investment strategies to align with both financial goals and personal values. Rami Cassis, a first-......
Read Article →Family Office for Hong Kong’s Richest Builds Out Hedge Fund Team
In the dynamic world of wealth management, family offices are increasingly seeking to balance risk and liquidity. A prominent example of this trend is the recent strategic shift by VMS Group, a family......
Read Article →$26.2bn Summit Trail adds CFO, leans into family office services
Summit Trail Advisors, a prominent $26.2 billion registered investment advisor (RIA) based in New York City, has taken a strategic step to strengthen ......
Read Article →Brevan Howard Taps Thiel Family Office Alum for Crypto Push
Brevan Howard Asset Management, a leading global investment management firm, is positioning itself at the forefront of the digital asset landscape by appointing David Kalk, a former member of Peter Th......
Read Article →Family offices hit again? CIO warns tax rethink may erode India's private capital base
### Introduction Recent developments in India's tax policy have sent ripples through the nation's financial landscape, particularly affecting family offices and high-net-worth individuals. A proposed......
Read Article →Family offices 2.0: por qué los club deals seducen a los grandes patrimonios en España
In recent years, family offices in Spain have been transitioning from traditional investment models to more sophisticated and collaborative approaches. ......
Read Article →Former Rothschild Asia head joins digital asset wealth firm
### A Strategic Move into Digital Assets The transition of Monique Chan, a former head of Rothschild's Asia operations, to the digital asset wealth firm Metalpha Technology marks a significant develo......
Read Article →AFR: Carnegie Opens Crypto Gate for Super Funds and Family Offices
The evolving landscape of digital assets presents both challenges and opportunities for family offices. As these entities seek to diversify portfolios while managing risks, a new partnership could off......
Read Article →Asia’s Next Banking Disruption: Built by and for Family Offices
### A New Era in Banking for Family Offices In a bold move poised to reshape the landscape of wealth management, Anthony Thomson, a veteran banking innovator, has announced the launch of Family Offic......
Read Article →The Role Of Family Office Investment Committees
Family offices, entrusted with safeguarding and growing the wealth of high-net-worth individuals and families, face increasingly complex investment landscapes. As portfolios grow in size and diversity......
Read Article →DBS launches bespoke private assets solution for UHNWs and family offices
In a strategic move to enhance investment opportunities for ultra-high-net-worth individuals (UHNWIs) and family offices, DBS Private Bank has unveiled a bespoke private assets solution in collaborati......
Read Article →Carnegie says super funds and family offices can now pile into crypto
The evolving landscape of digital assets is opening new doors for family offices and institutional investors. Veteran investor Mark Carnegie's MHC Digital Group has announced a strategic partnership w......
Read Article →NH Investment & Securities hits 200 family offices and plans to triple registration threshold
NH Investment & Securities has recently reached a significant milestone by registering 200 family offices, marking a pivotal moment in its e......
Read Article →From manual to the cloud: How Sage Intacct transformed key family office processes
In the evolving landscape of family office management, the shift from manual accounting to cloud-based platforms like Sage Intacct represents a significant leap towards enhancing operational efficienc......
Read Article →What definition creep means for family offices; helping clients with medical planning; new kit eases legacy-doc transfers
In the ever-evolving landscape of wealth management, the term 'family office' has seen significant expansion and adaptation......
Read Article →Smartria Joins The Wealth Engineering Expert Sourcing Consortium
In a strategic move aimed at bolstering compliance solutions within the wealth management sector, Smartria has joined The Wealth Engineering Expert Sourcing Consortium. This partnership highlights the......
Read Article →Eton Solutions, Asas Capital Launch Middle East’s First
In a significant development for wealth management in the Middle East, Eton Solutions and Asas Capital have teamed up to launch the region’s first 'Family Office as a Service' platform. This pioneerin......
Read Article →Family Offices Rethink Investment Strategies Amid Uncertainty
Global family offices are navigating a landscape marked by economic unpredictability and geopolitical tension, prompting a reevaluation of traditional investment strategies. This shift is driven by in......
Read Article →Family Offices Rethink Investment Strategies Amid Uncertainty
In an ever-evolving economic landscape, family offices are increasingly revising their investment strategies to navigate the challenges posed by inflation, central bank policy shifts, and geopolitical......
Read Article →A Closer Look at Talent Agency CAA's New Family Office Service
The landscape of wealth management is evolving, and Creative Artists Agency (CAA) has entered the scene with a bespoke service specifically designed for its high-profile clientele. This new venture ai......
Read Article →Sebi's AMC-family office plan sparks concerns over regulation and parity
The Securities and Exchange Board of India (SEBI) recently proposed a significant change that has sparked a debate across the financial management landscape. By permitting Asset Management Companies (......
Read Article →Why Family Offices Are Going Beyond The Bonus And Rewriting The Rules Of Reward
Family offices, long recognized for their unique blend of personal and professional investment management, are undergoing a significant transformation in how they approach compensation. Historically, ......
Read Article →Multi Family Office Market Hits New High | Major Giants Bessemer Trust,Citi Private Bank,Atlantic Trust
The multi-family office (MFO) sector is experiencing remarkable growth, driven by the increasing demand for sophisticated wealth management solutions among high-net-worth individuals (HNWIs). In the......
Read Article →How family offices can protect the bottom line when putting family members on payroll
Family offices, as private wealth management entities, often face unique challenges when it comes to integrating family members into their operations. While the idea of keeping it in the family can......
Read Article →How family offices can protect the bottom line when putting family members on payroll
Incorporating family members into a family office payroll can be a delicate balancing act. While it offers potential benefits such as fostering family unity and succession planning, it also poses......
Read Article →Eton Solutions Closes $58M Series C to Bring AI-Driven Wealth Management Technology to the World’s Leading Family Offices, PEs and Funds
Eton Solutions, a leader in wealth management technology, has successfully closed a $58 million Series C funding round led by Navis Capital Partners. This significant financial milestone underscores......
Read Article →How much could you earn working for a single family office in 2025?
Investment-focused single family offices are becoming increasingly sophisticated, presenting unique challenges and opportunities in talent management. As these entities evolve, so do the compensation......
Read Article →Why Hong Kong is the future Switzerland as global hub for wealth management
Introduction In recent years, Hong Kong has been positioning itself as a formidable player in the global wealth management arena, often compared to Switzerland's long-standing reputation in this......
Read Article →JAR Capital Acquires Singapore-Based Multi-Family Office
In a strategic move to strengthen its foothold in Asia, JAR Capital has announced the acquisition of Lyra Capital Pte, a Singapore-based multi-family office. This acquisition marks a significant......
Read Article →High Net Worth, Family Offices M&A Deals Up 13 Per Cent
Rising Trends in Family Office Mergers and Acquisitions In the ever-evolving landscape of wealth management, family offices are increasingly making their mark through mergers and acquisitions (M&A).......
Read Article →Geopolitical Risks Force Family Offices Into Liquid Alternatives, Cash
In the ever-evolving landscape of global finance, family offices are increasingly pivoting their investment strategies in response to rising geopolitical risks. According to BlackRock's latest Global......
Read Article →Who's Moving Where In Wealth Management? – AlphaCore, Raymond James, Carson
In the dynamic world of wealth management, staying abreast of personnel changes and strategic alliances is crucial for family office professionals seeking to optimize their operations. Recent......
Read Article →$4.1bn multi-family office led by ex-Disney CIO pursuing sale: Sources
A New Chapter for Mozaic In a significant development within the wealth management sector, the Los Angeles-based multi-family office known as Mozaic is reportedly pursuing a sale. This decision marks......
Read Article →New Morgan Stanley Report Reveals Major Shift in Family Office Compensation Trends
Understanding the Shift in Family Office Compensation Practices A recent report from Morgan Stanley, in collaboration with Botoff Consulting, has unveiled significant changes in compensation......
Read Article →Research finds strong intent to upgrade aircraft in US family offices
In the ever-evolving landscape of wealth management, the strategic decisions made by family offices often serve as a bellwether for broader industry trends. Recent findings from a survey commissioned......
Read Article →Masttro Partners with Arch to Enrich Alternative Investments Reporting and Total Portfolio Visualization for Ultra-High-Net-Worth Families
In an era where the complexity of wealth management is ever-increasing, the collaboration between Masttro and Arch marks a significant advancement in portfolio visualization for ultra-high-net-worth......
Read Article →Why more families are managing their wealth like a business
In the evolving landscape of wealth management, family offices are increasingly adopting a business-like approach to ensure the longevity and growth of family wealth. This shift reflects a broader......
Read Article →Family Office Resources
- Family Office FAQ
- What is a Multi-Family Office?
- Family Office Minimum Assets
- Family Office vs Wealth Management
- Family Office Services Explained
- Family Office Glossary
- Assets Under Management (AUM)
- Family Governance
- Alternative Investments
- Family Office Services
- Wealth & Investment Management
- Estate & Legacy Planning
- Governance & Education
- Administrative & Reporting
- Types of Family Offices
- Single Family Office
- Multi-Family Office
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- What is a Multi-Family Office?
- Family Office vs Wealth Management
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