Managers of Wealth

Zurich Virtual Family Office Expands

For this reason, Mosaik Capital has refrained from putting up any signage at its offices near Zurich’s Bellevue.

Van Lanschot Kempen N : Benelux family offices growing in number and becoming increasingly professional, new study shows

Based on in-depth interviews and surveys conducted among 59 Dutch and Belgian family offices in the Netherlands, Belgium, Luxembourg, Switzerland and Liechtenstein the study offers insights into an evolving segment within wealth management.

Family Offices Face Transformation

More than half of the family offices (56 percent) in the study were founded by first-generation entrepreneurs

Mason Stevens secures mandate from UHNW advisory

GloryHouse was founded earlier this year by Hu and Cathy Ding and offers independent advisory services to UHNW family offices and sophisticated investors.

Ultra-wealthy turning to advisers for more than money

As record family fortunes change hands, rising intergenerational conflict is forcing advisers to manage emotions and values as much as finances

As market rallied to record highs last quarter, ultra-rich family offices bought beaten up stocks

AI enthusiasm boosted global markets to record highs

Enhancing Family Offices Through Governance and Operational Oversight

Initially focused on wealth preservation for wealthy individuals and industrialists, the modern family office is a complex structure offering bespoke services, integrating technology, and increasingly engaging in different investment strategies.

What Warren Buffett’s succession plan at Berkshire Hathaway can teach family offices

Warren Buffett’s carefully planned succession at Berkshire Hathaway shows how foresight, trust and clear governance can preserve a founder’s legacy

Metro Bank co-founder reveals name of new family office lender

Anthony Thomson, the serial entrepreneur behind Metro Bank and Atom Bank, has revealed the official name of his new family office banking venture

Cai Chongxin's family office has launched external fundraising with a target of $750 million.

Formally enter the external asset management field

Advisors debate 'family office' craze overtaking the wealth management industry

More wealth managers are billing themselves as 'family offices' as clients request services formerly reserved for the ultra-wealthy.

Deloitte Launches Inaugural Family Business Report

Revenue growth is even more striking: family business turnover is expected to surge 84 percent over the decade, far outpacing the 59 percent rise forecast for non-family firms.

Bank of America -Inside the Modern Family Office: Complexity, Innovation, and a Generational Shift

Generational transitions, economic optimism, and rapid technological advancements are reshaping how family offices manage and preserve multigenerational wealth.

Inside the Modern Family Office: Complexity, Innovation, and a Generational Shift

Generational transitions, economic optimism, and rapid technological advancements are reshaping how family offices manage and preserve multigenerational wealth.

The 2025 Family Office Software Roundup

The annual report draws on insights from offices, users, and vendors.

The Evolving Landscape of Middle East Family Offices

This evolution reflects both regional economic diversification and a new generation of leadership stepping into prominent roles.

Family offices make fewer deals but still flock to AI startup mega-rounds

While family offices are making fewer bets, their appetite for large rounds hasn’t budged as they seek bigger returns and to tap into the AI boom.

What's causing the strategic ascent of family offices in Asia?

Family offices were once considered the preserve of Western dynasties – rooted in the legacies of European aristocracy and American industrial wealth.

The rise of the family office

Family offices are increasingly incorporating digital assets into their investment strategies

Why every family office should document its investment philosophy

They’re understood, perhaps even widely shared among family members and advisors, but they live only in conversations, assumptions, and intuition.