Managers of Wealth

Summit Global Investments Launches the Next Evolution of Family Office Advisory with Expanded Global Capabilities and Institutional Investment Depth

The platform delivers a highly integrated framework of institutional investment management, global advisory, private capital access, and long-term wealth stewardship.

How the wealthiest families invest: CNBC and Addepar launch Family Office Portfolio Tracker

CNBC has teamed up with Addepar to provide a quarterly snapshot of family office portfolios.

Hong Kong draws global family offices as IPO boom and tax perks outshine Mideast strife

Wealthy families pivot to Hong Kong as tax breaks and a surging IPO market eclipse Middle East turmoil

Early planning preserves both business and family unity amid wealth distribution

They paused their initial instinct to deploy the proceeds quickly into real estate and other large purchases and to family.

Family offices expand global footprint as entrepreneurial wealth drives new formations

Report reveals growing number of firms along with highlighting investment strategies

AI in the Family Office

Privacy, Efficiency and Institutional Rigor

BuzzFeed, Inc. Announces Proposed Majority Stake Investment by Byron Allen’s Family Office

Jonah Peretti to Transition to President of BuzzFeed AI

Why outsourcing has become the defining question for modern family offices

The evolution of the family office model increasingly hinges on the core question of what to keep in house and what to outsource, a panel at Spear’s 500 Live discussed

Family offices are how the wealthy roll

More ultrawealthy folks than ever are establishing family offices—aka companies solely focused on managing one family’s cash.

Wealthspire to Acquire Fi3 Advisors

Partnership maintains Fi3’s high-touch, Family Office client experience while expanding capabilities to support future growth; marks second Indianapolis acquisition this year

Justin Nelson of JP Morgan Reveals Why Family Offices Are No Longer Just for Billionaires

That flexibility is reshaping who family offices serve.

UK Billionaire’s Family Office Targets More Private Equity Exits

Richard Harpin’s Growth Partner is targeting more sales this year after striking a deal to offload a stake in Spanish fitness chain Synergym earlier this week, he said in an interview.

Matter Family Office Launches "Knowledge Center" to Define the Ultra-High-Net-Worth Family Office Model

New digital resource provides clarity on services, fiduciary responsibility and the value of integrated wealth management

Milken family office alumni raise $4bn to target private capital upheaval

Silver Rock Capital Partners draws in biggest credit fund to date

Family offices go global as complexity reshapes wealth management

Annerien Hurter, Global Head of Private Client at Ocorian, noted in the report’s introduction that the sector had undergone a fundamental transformation.

Nassef Sawiris closes London family office as UK tax changes drive wealth exits

Filings show that NNS Group has submitted a final notice to wind down its London entity by the end of this month

Superyacht Asset Management: Why Family Offices Need Stronger Governance

Simultaneously, they’re evaluating how to integrate them into their broader wealth portfolios.

Multi Family Offices Are Rapidly Evolving, Nour Private Wealth Is Leading the Way

As global family office assets approach US$5.4 trillion by 2030, NPW expands its multi family office capabilities to meet the complex demands of Canada's ultra high net worth families.

Young heirs clash with founders over priorities, global family office study finds

The study by Ocorian, a global provider of bespoke administration and fiduciary services to corporate, institutional and private investors, showed the major areas of contention include attitudes to private markets and digital assets.

Raffles Family Office launches foundation to streamline philanthropic efforts

The launch coincides with the firm’s Singapore expansion announcement.