Managers of Wealth

Understanding multi-family offices and their role in wealth management

In this article, we’ll explore the history and evolution of the MFO into its current form as an alternative to private banks.

Singapore Boasts Hundreds of New Family Offices

This marks a 27 percent increase year-on-year from end-2022, which saw 1,100 SFOs rewarded with the incentives.

Cash-rich family offices “on the acquisition trail”

Almost all (94%) of family office professionals questioned expected to increase the number of acquisitions and investments this year compared to 2023.

Number of family offices triples in four years

The total number of family offices worldwide grew from 1,285 in 2019 to 4,592 in 2023, according to data from Preqin

Citigroup Strategizes Family Office Engagement in Middle East for Wealth Management Expansion

Citigroup sets its sights on Middle East family offices to bolster its wealth management portfolio, leveraging Hong Kong's financial hub.

Destiny Family Office Named 2024 Family Wealth Report Awards Finalist for Third Consecutive Year

Prestigious Annual Award Recognizes Exceptionalism in Wealth and Investment Management

2024 RSM Family Office Operational Excellence report

Strengthen operations, maintain resilience

Hong Kong to enhance family office tax breaks

Budget 2024 revealed further enhancements to preferential tax regimes for family offices, which includes increasing more types of qualifying transactions.

US family office launches Australian arm

Asena founder and head of its advisory business Peter Harper said the firm identified Giles Wade as a great business to join Asena for several reasons.

WRISE Launches Mass Affluent Unit

The offering will also include global securities, structured products, mutual funds and fixed income.

Pathstone to Acquire Crestone Capital LLC

The acquisition continues to strengthen Pathstone’s position as the largest independent Registered Investment Advisor (“RIA”) focused on serving ultra-high net worth (“UNHW”) families.

Family Offices Are Boosting Allocations to Alts in 2024, KKR Says

A survey of 75 family office CIOs shared their plans for portfolios this year.

Family offices quite distinct from traditional wealth management, says Rajmohan Krishnan of Entrust

Engaging with a family office is a significant decision that individuals typically consider when their financial situation becomes more complex and requires a more comprehensive approach to wealth management.

Rockefeller Global Family Office Expands Private Wealth Business in Southeast Division, Adds Variant Path Group in Charlotte, NC

The group joins from Morgan Stanley and will report to Kristen Sario, Southeast Divisional Director of Rockefeller Global Family Office. V

Family Office