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.
06/05/2025
Single family offices, which manage the wealth of the some of the world's wealthiest households, command trillions of dollars worth of assets, according to a With Intelligence report
06/05/2025
The move is part of a strategic push to bring its independent multi-family office (MFO) model closer to the German-speaking part of Switzerland and its sizable community of entrepreneurial families.
06/02/2025
Nextgen and female leaders are reshaping family offices with fresh perspectives and dynamic leadership
05/30/2025
With Intelligence Single Family Office Asset Pools 2025 Report Delivers Comprehensive Analysis of Investing Trends Across More Than 3,000 Family Offices
05/28/2025
This prestigious award celebrates companies that excel in creating a supportive, inclusive, and empowering workplace culture.
05/27/2025
Locals basked in the success of the event, hoping it would burnish Detroit’s image among visitors and national TV viewers alike.
05/23/2025
Overall, their allocation split between traditional assets and alternative investments remains stable.
05/20/2025
Family offices worldwide want to be prepared to move quickly if needed, as geopolitical tensions mount, says Citi Private Bank's global family office head Hannes Hofmann.
05/19/2025
The new branch is expected to provide specialized services such as customized portfolio management
05/16/2025
This visit underscored the growing relationship between the two nations, particularly in the investment sector.
05/15/2025
The veteran leader from Cresset will support Emigrant’s network of high-net-worth advisory firms and specialty platforms.
05/14/2025
One of the country's largest multi-family office managers says there are significant shifts underway in how the country's wealthiest families are allocating capital.
05/14/2025
These difficulties in understanding what they like and how they operate can be addressed
05/13/2025
For most, it only made financial sense at or above the $500 million mark.
05/13/2025
Hong Kong can boost its economy, create jobs and generate positive global image with multifamily offices, Raffles Family Office CEO says
05/13/2025
These quasi-institutional players are increasingly focusing on private markets, with plans to significantly boost allocations to private equity and hedge funds over the next five years.
05/12/2025
Grant Ko has established himself as a trusted advisor to ultra-high-net-worth (UHNW) families and individuals across Greater China.
05/07/2025
$3 billion RIA serving UHNW clients joins forces with Opto Investments to help scale and grow its private markets offering
05/06/2025
Aims to fill a gap between brokerage offerings and institutional-level advisory services