Managers of Wealth

Ultra-rich families spend more on their private investment firms as their fortunes rise

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.

J.P. Morgan report finds family offices increasing private equity allocations as succession planning gaps persist

Operational costs are also rising; the average annual operating cost for a global family office is just over US$3 million

Richter Marks 100 Years as Canada's Only Business Family Office

elebrating 100 years is not only about highlighting our longevity, it is about recognizing our capacity to transform

Angeles Wealth Dips into Family Office Work

In acquiring XO Capital, Santa Monica-based Angeles Wealth Management kicks off a family office practice.

Caprock Expands Greater New York Presence With New Livingston, New Jersey Office

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.

Inside Wealth Family Office 15: Most active investment firms of the ultra-wealthy

The investments include a Paris-based AI voice startup, a fusion company and a software platform for luxury travel and experiences.

Family Offices Prioritise Governance and Digital Assets as Generational Shift Reshapes Wealth Strategy

As the emirate cements its status as a hub for private capital, the profile of attendees suggests a maturation of the market.

Hong Kong is now home to 3,384 single-family offices after adding 681 in two years, market study shows

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.

Are family offices the ultimate destination for bankers?

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.

KeyBank Deepens Middle Market Commitment with Family Office Banking Team

Five-Person Team Led by Ward Nixon Brings National Family Office and Sponsor Finance Expertise; Strategic Investment Differentiates Commercial Bank's Integrated Platform

Raffles Family Office subsidiary gets HK licence for digital asset services

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.

Hong Kong's single-family offices total surpasses 3 380, injecting over $10 billion annually into local economy

This represents an increase of about 680 offices over the past two years, equivalent to a growth of more than 25 per cent.

Family Office Expectations And A One-Bank Model: Barclays’ UAE Strategy For 2026

Billimoria adds that digital tools, AI and data intelligence will be used to reduce friction in onboarding

From legacy to liquidity: valuations and Intergenerational contracts for family offices

Family offices sit on the front lines of this challenge. Seeking both growth and continuity

Ex-Lombard Odier duo to run Santander’s Swiss ‘family office’

SSA Swiss Advisors has offices in Zurich and Geneva and targets high-net-worth individuals.

Family offices pave road to AI success

A focus on data, processes and culture allows family offices to make the most efficient digital transition, while ensuring that any changes are incremental

Family offices place big bets on AI, alternatives and governance, JPMorgan reveals

Major 2026 global survey shows wealthy families navigating inflation risks, talent costs and portfolio gaps.

J.P. Morgan Private Bank Releases 2026 Global Family Office Report

Global Study Reveals How Family Offices Are Bridging Ambition and Execution

How investment firms of the ultra-rich partner with PE funds to find top deals and save on fees

Family offices wanting to invest in private companies are torn between paying fees to private equity funds and building expensive in-house investment teams.

Family office hands €200m mandate to Swiss boutique

It will go to a Swiss specialist focusing on private market investments.