07/02/2025
As Family Offices grow in significance for investment and legacy preservation, the Hub aims to offer comprehensive knowledge that blends academic research with practical insights to address the real challenges families face when managing multigenerational
07/01/2025
She had to juggle raising two young sons with boardroom battles as opportunists sought a slice of her inheritance through Grupo Modelo, the Corona brewer founded a century ago.
06/30/2025
Ex-Private Banker Completes Buyout of OLZ’s Hong Kong Unit
06/30/2025
The group brings an extensive track record supporting high- and ultra-high-net-worth clients through all stages of their financial lives, from managing investments to strategic planning for future generations.
06/27/2025
A major transition is underway from "broken" buyout models towards growth capital with lower deal sizes and longer terms
06/27/2025
Private investment firms of wealthy families are investing more in alternatives, according to a new BlackRock survey.
06/25/2025
A family office refers to a company dedicated to handling asset allocation, inheritance and gift issues, and tax matters for ultra-high-net-worth individuals.
06/24/2025
The survey results also showed that concern around disruptions to trade and the increasing fragmentation in geopolitics turned overall sentiment negative for the first time since the survey began in 2020.
06/23/2025
As families become increasingly global in their outlook, managing and preserving wealth across generations and jurisdictions has never been more complex – or more important.
06/23/2025
The UAE imposes no personal income tax, capital gains tax, or inheritance tax
06/19/2025
This recognition demonstrates her exceptional contributions and leadership in the industry.
06/18/2025
Most family offices in the region are still led by the first generation.
06/18/2025
Succession planning, while improving, is still incomplete in over half of family offices, a report from Campden Wealth and Tiedemann Global found
06/17/2025
Alternative assets are more important than ever to family offices, making up 42% of their portfolios, up from 39% from BlackRock’s previous survey.
06/13/2025
Now in its second year, the AlTi Tiedemann Global and Campden Wealth 2025 Family Office Operational Excellence Report has expanded to include data on families in Europe and Asia Pacific in addition to North America and introduces six new topic areas
06/12/2025
A report by Lombard Odier explores their investment outlook in an increasingly uncertain macro environment.
06/12/2025
Now in its second year, the AlTi Tiedemann Global and Campden Wealth 2025 Family Office Operational Excellence Report has expanded to include data on families in Europe and Asia Pacific in addition to North America and introduces six new topic areas
06/10/2025
This helps families seeking either liquidity exits or faster-turnaround entry points, says Anne McCosker, head of lending at Citi Wealth.
06/09/2025
Once quiet backers of private equity funds, family offices are now taking the lead in high-value buyouts, transforming from silent partners into powerful dealmakers.
06/06/2025
Callan Family Office was named a finalist in the Family Office and RIA Client Initiative categories, both recognizing its innovative Tax Overlay program.