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.

July 18, 2025 Industry News 3 min read

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......

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July 18, 2025 Family Governance 4 min read

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......

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July 18, 2025 Family Governance 3 min read

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......

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July 18, 2025 Technology & Innovation 3 min read

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......

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July 18, 2025 Family Governance 3 min read

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......

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July 18, 2025 Wealth Management 4 min read

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......

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July 18, 2025 Mergers & Acquisitions 3 min read

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......

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July 18, 2025 Mergers & Acquisitions 4 min read

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).......

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July 18, 2025 Alternative Investments 3 min read

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......

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July 18, 2025 Wealth Management 3 min read

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......

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July 17, 2025 Mergers & Acquisitions 3 min read

$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......

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July 17, 2025 Family Governance 3 min read

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......

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July 17, 2025 Wealth Management 4 min read

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......

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July 17, 2025 Technology & Innovation 3 min read

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......

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July 17, 2025 Family Governance 4 min read

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......

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