Managers of Wealth

Robert Rizzo highlights family offices’ expanding role in private equity deals in Mergers & Acquisitions

Robert also highlighted the appeal of direct investing for family offices, which can provide greater control over investments and more favorable economics by eliminating the fees associated with investing through a private equity fund.

Asia’s super-rich are ‘going all in’ on sustainability as impact investing grows: survey

Allocations of more than 10 per cent to sustainable investments have also grown, rising from 56 per cent last year to 58 per cent in 2026.

Indian family office assets to grow 1.5x over three years: Julius Baer-EY report

According to the report, around 40%-45% of allocations in many family offices now go to alternative assets.

Making the Move from a Big Bank to an Independent Multi-Family Office: A Conversation with Paul Tramontano of Cresset

Even with the thousands of wealth management firms out there, it felt a bit like finding the “needle in the haystack.”

Family office governance: how to translate vision into structure

A family office’s purpose may be defined by guiding principles, but robust structural elements are needed for a long-term vision to withstand generational change.

How Indian family offices are a rising force in private capital markets

Indian family offices seek stronger governance and opportunity-led strategies for capital deployment.

Family Office Bill Pay: An Advisor’s Guide to the Complexity Behind Cash and Expense Management

Downstream impacts such as damaged credit, missed capital calls, penalties, or disrupted financial plans can instantly erode family trust.

Family offices amass $3.8bn SpaceX bet in boost for Musk

Highlighting their ability to muscle in on sought-after business opportunities.

Apex Group launches The Inner Circle, New Model for Family Office-to-Family Office Co-Investment

The Inner Circle was built to remove that friction. 

Family Offices Face a Turning Point

With one-third of family offices expecting to transfer control in the next five years, a new generation will enter the business.

Succession, governance and the next generation in US Family Offices

The structures, governance frameworks and legal documentation put in place now will determine whether wealth is preserved or dissipated across the generational transition.

MAS eases family office tax rules, widens AML checks as Singapore vies for global wealth

The Republic continues to emphasise transparency and strong governance as it sharpens its appeal as a well-regulated financial hub

Rockefeller Global Family Office expands into Columbus, Ohio with Jones Wealth Partners addition

They join from Merrill Lynch and will report to Brett Thelander, Northern Regional President of Rockefeller Global Family Office.

Balmoral Group to invest more than £50m under new family office model

The group said Aberdeen and the north-east would remain central to its plans.

Family offices back clean energy and sustainability startups in July as dealmaking holds steady

While many traditional investors have retreated from investing in environmentally minded firms, family offices’ interest has endured.

Singapore confirms over 2,000 tax-incentivised Single Family Offices in parliamentary reply

These vehicles manage the wealth of families originating from a range of countries, with the largest concentration coming from the Asia Pacific region, followed by Europe and the Americas.

Hong Kong Fiduciary Association Limited brings together industry leaders at the Global Family Office New Era Summit in Kuala Lumpur

The Summit welcomed more than 300 professionals from the government, financial services, trust, legal, accounting, family office, and digital asset sectors.

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