Managers of Wealth

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.

The changing face of family office investment strategy

Nearly four in five respondents say younger family members are now more involved in shaping investment strategy.

Why integrated Family Office services matter more than ever

Most wealthy families start with excellent advisers, accountants, investment managers, lawyers, bankers and business advisers.

German billionaire David von Rosen is taking risks with his family office

David von Rosen made a billion with online gambling platform Lottoland.

The Family Office launches Wealth Mermaid, a pioneering AI wealth assistant

The tool uses voice-enabled technology to deliver real-time portfolio information to private market investors in English and Arabic, turning complex portfolio data into simplified and accessible format

Integrated Partners recruits RIA alums to set up family office biz

The new virtual family office serves ultra-high-net-worth clients.

AI investment boom leaves some Singapore family offices on sidelines

Interest in AI has been fuelled by soaring valuations and record fund-raising rounds, with investors tracking potential listings of firms such as OpenAI, Anthropic and SpaceX.

Farther Launches Multi-Family Office, Setting a New Standard for Generational Wealth Management

Built Ground Up for Ultra-High-Net-Worth Families, Farther Family Office Powers Elite Advisory Services with Intelligent Solutions to Remove the Pain Points of Generational Wealth Management

Why more family offices are closing or downsizing despite rising wealth

The number of family offices is growing rapidly, but it’s not a one-way street – some are choosing to close, for good reason

Three Fiscal Landmines Faced by Family Offices

Every quarter of delayed trust structuring is a quarter spent subsidizing Washington’s next budget reconciliation package with your own compound growth.