02/25/2026
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.
02/24/2026
Others require any member who divorces to step down from the board and cease involvement in managing family assets to mitigate family-related risks.
02/20/2026
This is a differentiated service for a differentiated client segment."
02/20/2026
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.
02/18/2026
Operational costs are also rising; the average annual operating cost for a global family office is just over US$3 million
02/18/2026
elebrating 100 years is not only about highlighting our longevity, it is about recognizing our capacity to transform
02/16/2026
In acquiring XO Capital, Santa Monica-based Angeles Wealth Management kicks off a family office practice.
02/16/2026
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.
02/13/2026
The investments include a Paris-based AI voice startup, a fusion company and a software platform for luxury travel and experiences.
02/13/2026
As the emirate cements its status as a hub for private capital, the profile of attendees suggests a maturation of the market.
02/12/2026
Hong Kong's asset and wealth management industry continues to demonstrate exceptional strength, with family offices emerging as a crucial component of this success story.
02/11/2026
Is it worth moving from bank to boutique, and is there a right time to make the jump? We spoke to those in the know.
02/11/2026
Five-Person Team Led by Ward Nixon Brings National Family Office and Sponsor Finance Expertise; Strategic Investment Differentiates Commercial Bank's Integrated Platform
02/10/2026
Revo obtained Type 4 and Type 9 licences from the SFC, which allow it to advise on securities and asset management for both digital assets, which include cryptocurrencies, as well as traditional investments.
02/10/2026
This represents an increase of about 680 offices over the past two years, equivalent to a growth of more than 25 per cent.
02/09/2026
Billimoria adds that digital tools, AI and data intelligence will be used to reduce friction in onboarding
02/09/2026
Family offices sit on the front lines of this challenge. Seeking both growth and continuity
02/09/2026
SSA Swiss Advisors has offices in Zurich and Geneva and targets high-net-worth individuals.
02/06/2026
A focus on data, processes and culture allows family offices to make the most efficient digital transition, while ensuring that any changes are incremental
02/03/2026
Major 2026 global survey shows wealthy families navigating inflation risks, talent costs and portfolio gaps.