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Family Office

03/30/2026

RIA Callan Family Office Acquires Clarity Family Offices

The team is also supported by client service associate Joy McLaren.

03/27/2026

Family offices risk missing out on emerging markets’ revival

Political shocks, regulatory shifts and currency volatility are always lurking in the background for emerging markets, but the sector merits renewed attention

03/27/2026

Morgan Stanley’s Au-Yeung: Asian family offices still favour alternatives

But recent fears about private credit could lead firms to be more thoughtful about investor targeting and liquidity offers.

03/27/2026

Super Rich Regain Zest for Hong Kong as War Stokes Gulf Unease

Anmol Goel, the head of a London-based family office, said his firm was planning to open an outlet in the United Arab Emirates this year to join money managers that have flocked to the Gulf. Then the war began.

03/26/2026

Shade Tree Advisors Introduces AI To Its Multi-Family Office Operations

The Firm Partners with Eton Solutions to Cut Processing Time by 80%, Redirecting Valuable Staff Time Toward Clients and Financial Planning Decisions

03/25/2026

The Rise of Multi Family Offices: Independence, Complexity, and Sophistication

Thomas Ruggie reveals why independent multi-family offices are fast becoming the go-to solution for those seeking truly unbiased, integrated, and sophisticated financial guidance.

03/24/2026

Family office leaders convene for Hong Kong Wealth for Good summit

International wealth managers and ultra-high-net-worth representatives attended the city conference examining succession planning and impact investing strategies.

03/19/2026

What JP Morgan’s Justin Nelson Says Family Offices Actually Handle

Most people have heard the term “family office” tossed around in conversations about old money, Wall Street, or the ultra-wealthy. But ask someone to explain…

03/19/2026

Family offices on the move: where next?

Italy stood out as a compelling destination for ultra‑high net worth individuals.

03/18/2026

The Role of Women in Modern Family Offices

Women are expected to inherit a significant share of this wealth due to demographic trends such as longevity and intra-spousal transfers.

03/17/2026

This family office gatekeeper is keeping his eye on influencers

Synergy Private's Kristian Mtetwa sees big opportunity in influencer or celebrity backed brands.

03/13/2026

Wiz billionaires forming private family office to manage proceeds from $32 billion Google exit

Costica is the brother of Yinon Costica, one of the four founders of Wiz, which was sold to Google for $32 billion.

03/13/2026

Odax Wealth Partners opens a family office in Paris

The Paris location targets a predominantly French client base, but whose assets now extend well beyond national borders.

03/13/2026

The Rise of the Boutique Wealth Management Model: How 'Family Office' Service Is Reaching a New Class of Investor

But historically, that model has been reserved for the ultra-wealthy.

03/12/2026

Hong Kong plans to enhance its appeal to family offices

The HKIMR's recommendations include developing private social investments.

03/11/2026

Singapore for global families: Structuring, strategy and opportunity

While Singapore has long attracted wealth from Southeast Asia, recent years have seen a broader mix of nationalities establishing a presence.

03/10/2026

91% of surveyed family offices have invested in HK, report says

The research arm of the Hong Kong Academy of Finance on Tuesday released the findings of its latest study

03/09/2026

How a family office can safeguard your legacy

As families accumulate wealth across generations, the need for effective management and strategic planning becomes increasingly important.

03/06/2026

Billionaire Trader Gerko Makes $660 Million UK Family Office Bet

The former Deutsche Bank AG trader injected £386.6 million ($515.8 million) of equity into his private investment firm, Cromulon Capital, by early April last year,

03/05/2026

Emigrant Bancorp Acquires Fortis Management Group and Launches Emigrant Family Office

Fortis will serve as the cornerstone of a new, dedicated Emigrant business unit delivering specialized non-investment family office services to ultra-high-net-worth families and RIAs

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