Managers of Wealth

Billionaire Trader Gerko Makes $660 Million UK Family Office Bet

The former Deutsche Bank AG trader injected £386.6 million ($515.8 million) of equity into his private investment firm, Cromulon Capital, by early April last year,

Emigrant Bancorp Acquires Fortis Management Group and Launches Emigrant Family Office

Fortis will serve as the cornerstone of a new, dedicated Emigrant business unit delivering specialized non-investment family office services to ultra-high-net-worth families and RIAs

Family offices seek value beyond returns

At a PWM roundtable in London, family office leaders examined what they truly value in advisers, focusing on stewardship, trust and preparing future generations for inherited wealth

The art of letting go: ownership vs management in the changing family office landscape

Families that created their wealth through entrepreneurial control often try to replicate founder‑style decision‑making inside the office, keeping investment calls, hiring, and even risk management tightly in family hands.

Billionaire Coller’s Ex-Family Office CEO Joins Wealth Adviser

She initially started at the London-based firm last year as a consultant after recently serving as chief executive officer for Coller’s namesake family office, the person said, asking not to be identified as the details are private.

Raffles Family Office, GoUpscale and Synpulse Launch Quantive Partners to Build Integrated Wealth Operating Infrastructure for EAMs and MFOs

Quantive Partners is designed to address an infrastructure gap in Asia's private wealth ecosystem.

Wealthspire Launches an Enhanced Family Office for Complex, Multi-Generational Families

Delivering coordinated investment, planning, tax planning, trust, and financial operations - now with greater depth, scale, and specialized talent

Billionaire family offices invested in pro soccer, bitcoin and semiconductors before the new year

The family offices of billionaires including Leon Cooperman and David Tepper made bold stock buys before the year-end, according to securities filings analyzed by CNBC.

Deutsche Bank's Epstein Files Throw Family Offices Into the Open

Among the trove of material released as part of the US government’s Jeffrey Epstein investigation is a stash of Deutsche Bank AG files that shed light on one of global finance’s most private corners.

Majority of family offices shunning crypto and gold: J.P. Morgan

Family offices are largely shunning both traditional and emerging hedges such as gold, cryptocurrency and infrastructure due to high inflation concerns, according to J.P. Morgan.

The increasing popularity of Cayman Islands foundation companies for family offices and PTC structures

This article explores the legal features of foundation companies and their applications in both private trust company (PTC) structuring and as standalone entities within the family office ecosystem.

Family offices impose strict rules, divorce leads to loss of asset control

Others require any member who divorces to step down from the board and cease involvement in managing family assets to mitigate family-related risks.

KeyBank expands family office banking team

This is a differentiated service for a differentiated client segment."

Ultra-rich families spend more on their private investment firms as their fortunes rise

Family offices with at least $1 billion in assets reported spending $6.6 million in annual operating costs on average, up from $6.1 million in 2024.

J.P. Morgan report finds family offices increasing private equity allocations as succession planning gaps persist

Operational costs are also rising; the average annual operating cost for a global family office is just over US$3 million

Richter Marks 100 Years as Canada's Only Business Family Office

elebrating 100 years is not only about highlighting our longevity, it is about recognizing our capacity to transform

Angeles Wealth Dips into Family Office Work

In acquiring XO Capital, Santa Monica-based Angeles Wealth Management kicks off a family office practice.

Caprock Expands Greater New York Presence With New Livingston, New Jersey Office

The move reflects Caprock’s ongoing strategy to strengthen its investment and advisory capabilities in markets that are central to its ultra-high-net-worth client base.

Inside Wealth Family Office 15: Most active investment firms of the ultra-wealthy

The investments include a Paris-based AI voice startup, a fusion company and a software platform for luxury travel and experiences.

Family Offices Prioritise Governance and Digital Assets as Generational Shift Reshapes Wealth Strategy

As the emirate cements its status as a hub for private capital, the profile of attendees suggests a maturation of the market.