Managers of Wealth

Instos usurped by family offices in private market usage

Family offices are outpacing institutional investors when it comes to use of private market assets in portfolios, according to Schroders.

Pathstone Family Office Execs Detail How to ‘Parent Amidst Wealth’ In New Family Enterprise USA Webcast

The complexities of discussing money, entitlement, and wealth to children of successful families is the topic of a new webcast featuring executives of Pathstone Family Offices and Family Enterprise USA’s Pat Soldano.

QFC Family Office Forum highlights Qatar’s value proposition for wealth preservation and growth

The forum brought together senior family office representatives, next-generation leaders, wealth advisors, and industry experts to discuss factors shaping family wealth and the strategies required to ensure continuity across generations

Crestbridge Family Office Services CEO Recognised at WealthBriefing MENA Awards

The winners were selected by an independent panel of judges, with Heather awarded the top prize for leadership

DWS and Deutsche Bank partner with Qatar family office on German mandate

The agreement marks a major Gulf-backed vote of confidence in one of Europe’s largest economy.

Benelux family offices growing in number and becoming increasingly professional, new study shows

Van Lanschot Kempen publishes the first Benelux Family Office Report

Hummingbird Executive Launches Global Hub for High-Net-Worth Individuals and Family Offices

The platform combines access to exclusive products and investment opportunities with a full suite of white glove services for global travel and lifestyle management.

Zurich Virtual Family Office Expands

For this reason, Mosaik Capital has refrained from putting up any signage at its offices near Zurich’s Bellevue.

Van Lanschot Kempen N : Benelux family offices growing in number and becoming increasingly professional, new study shows

Based on in-depth interviews and surveys conducted among 59 Dutch and Belgian family offices in the Netherlands, Belgium, Luxembourg, Switzerland and Liechtenstein the study offers insights into an evolving segment within wealth management.

Family Offices Face Transformation

More than half of the family offices (56 percent) in the study were founded by first-generation entrepreneurs

Mason Stevens secures mandate from UHNW advisory

GloryHouse was founded earlier this year by Hu and Cathy Ding and offers independent advisory services to UHNW family offices and sophisticated investors.

Ultra-wealthy turning to advisers for more than money

As record family fortunes change hands, rising intergenerational conflict is forcing advisers to manage emotions and values as much as finances

As market rallied to record highs last quarter, ultra-rich family offices bought beaten up stocks

AI enthusiasm boosted global markets to record highs

Enhancing Family Offices Through Governance and Operational Oversight

Initially focused on wealth preservation for wealthy individuals and industrialists, the modern family office is a complex structure offering bespoke services, integrating technology, and increasingly engaging in different investment strategies.

What Warren Buffett’s succession plan at Berkshire Hathaway can teach family offices

Warren Buffett’s carefully planned succession at Berkshire Hathaway shows how foresight, trust and clear governance can preserve a founder’s legacy

Metro Bank co-founder reveals name of new family office lender

Anthony Thomson, the serial entrepreneur behind Metro Bank and Atom Bank, has revealed the official name of his new family office banking venture

Cai Chongxin's family office has launched external fundraising with a target of $750 million.

Formally enter the external asset management field

Advisors debate 'family office' craze overtaking the wealth management industry

More wealth managers are billing themselves as 'family offices' as clients request services formerly reserved for the ultra-wealthy.

Deloitte Launches Inaugural Family Business Report

Revenue growth is even more striking: family business turnover is expected to surge 84 percent over the decade, far outpacing the 59 percent rise forecast for non-family firms.

Bank of America -Inside the Modern Family Office: Complexity, Innovation, and a Generational Shift

Generational transitions, economic optimism, and rapid technological advancements are reshaping how family offices manage and preserve multigenerational wealth.