Managers of Wealth

Family offices need to evolve to meet the changing needs of wealthy clients

Several key pillars are identified by a report from Morgan Stanley.

Family offices Swisspath Group and VECO Group announce their merger

With main offices in Zurich and Lugano, the two companies will bundle their capabilities to serve today's complex client needs in a holistic manner and create the basis for future growth.

A bespoke approach to risk: Captive insurance for family offices

By utilising the captive, the family office can reduce premiums paid to third parties.

Oil dynasty’s family office turns away from London

Bertrand Coste says business will be easier for Clerville, which manages money for the Schlumbergers, in the EU

Boston Multi Family Office to acquire Aqua Group

Leading family office business based in Jersey, Malta and the UK

Wealthy Indian diaspora powering growth of family offices

The family office world is emerging as a major force in the global economy, with the Indian diaspora spearheading growth

Family offices’ risk appetite grows as regulation improves

The primary driver for this shift is enhanced regulation, cited by 62% of respondents as boosting confidence in riskier investments.

Why You No Longer Need To Be A Billionaire To Have Your Own Family Office

These white-glove services are spreading fast as a way to manage and pass on wealth.

The top 10 family offices for startup investments

CNBC partnered with Fintrx to analyze single family offices that made the largest number of investments in private startups in 2024.

Hong Kong eyes Europe’s wealthy with London, Paris, Milan on family office agenda

Top InvestHK official sets off on week-long trip to Europe to meet family office representatives and speak at finance forum

BlackRock goes after family offices from both ends

The $11.5tn asset manager aspires to be a one-stop shop for family offices through its ETFs and private market offerings.

Boston Multi Family Office to acquire Aqua Group

Both businesses share a similar culture and values around integrity, accountability and trust with the same unwavering commitment to providing outstanding levels of service.

Mercer Advisors Expands Multi-Family Office Capabilities With the Addition of Waypoint Capital Advisors

Waypoint’s UHNW practice grows Mercer Advisors footprint in Minneapolis

Goldman Sachs Family Office Launches Expanded Family Office Platform

The enhanced family office platform integrates capabilities across the firm to provide à la carte services or an advisor-led holistic solution.

What is private capital and why is it so attractive for family offices?

This article explores the sources of private capital, how it is being deployed, and ways to navigate these trends.

Study reveals pay of Swiss single-family office CEOs

While CEOs saw an 8% increase in total compensation, CIOs and CFOs experienced a significant decrease.

Callan Family Office offer tax overlay management plan for UHNW clients

The Callan Family Office is establishing a tax overlay strategy for ultra-high-net-worth clients.

Super-rich Indian families join Ambanis in setting up family offices in Singapore

To avoid family feuds, they are setting up family offices in Singapore for effective governance, communication and decision-making.

Nearly half of global family offices to reallocate to private equity, report finds

As family offices seek greater control, private equity and direct investments are increasingly forming key components of their long-term investment strategy, a report has found

Super-rich Indian families join Ambanis in setting up family offices in Singapore

Many of these families come from humble beginnings and now want to ensure their prosperity is passed down to the next generation, along with the values that helped grow it.