Managers of Wealth

Callan Family Office partners with Foundation Source to expand access to sophisticated philanthropic solutions

Turnkey platform empowers advisors to support families with donor-advised funds and private foundations

Navigating AI: Top Concerns For Family Offices

The report found that over half of the family offices surveyed have already gained portfolio exposure to generative AI technologies.

Technology and the family office

This KPMG and Table Club report reveals how family offices are using technology to optimise their operations and performance.

Super-rich Koreans establish family offices in Hong Kong for tax advantages

Ultra-wealthy Koreans seek innovative investment strategies in offshore finance destinations

Tony James Family Office Spinout Gets $370 Million For Private Equity Bets

The fund’s launch advances a major change in the financial affairs for one of Wall Street’s biggest fortunes.

Strengthening Singapore’s position as a hub for family offices

Amid growing competition from jurisdictions around the world, what can Singapore do to cement its position as a family office hub?

The rise of the family office

The trio of billionaires, along with a few other tech moguls, all rely on Iconiq Capital—a so-called multi-family office—to manage their wealth.

Behind the Hong Kong family office boom

As wealth moves from West to East, this prime destination for wealth inflows stands out

More than 8000 family offices are revolutionizing wealth management. Are you rich enough to start one?

These one-stop-shops help wealthy families with everything from budgeting to tax services to charitable giving and more.

LHV Bank provides £14m bespoke BTL financing for private family office

The first phase of the transaction involved refinancing four substantial apartment blocks comprising 72 apartments within a single complex in Manchester.

Family offices are booming: Inside the secretive finance centers that cater to billionaires like Jeff Bezos and the Walton family

Such is life working as a chief investment strategist at a family office, the folksy-sounding term that describes firms that manage the wealth of the world’s richest households.

Alp Ercil winds down $3bn ARCM hedge fund in family office transition

The firm’s flagship distressed asset fund, the fourth in its series, delivered an impressive annualised return of 19.5% over the past five years, including a 10.5% gain in 2024.

Predictions For The Family Office Space In 2025

The family office sector is expected to continue its trend towards professionalisation in 2025.

The Art of Succession: future proofing family wealth

From navigating complex tax challenges to empowering the next generation, Mimoun offers invaluable insights into strategies for preserving wealth across generations.

Clearstead comes to Chicago with Waveland Family Office deal

Waveland provides a range of family office services, including investment management, financial planning, and tax compliance.

Family office Pitcairn acquires $2.5bn Baltimore firm, forms new RIA

Brightside will integrate into a newly formed RIA entity under Pitcairn’s corporate umbrella: Pitcairn Wealth Advisors.

Equirus Welcomes Credence Family Office in INR 100 Cr Deal to Strengthen Wealth Management Services

As part of the deal, Credence Family Office will take over Equirus Wealth's Family Office business, and the combined entity will be branded as Equirus-Credence Family Office.

Family offices gain traction as strategy for ultra wealthy

Personalized approach goes beyond standard financial management

Corient Acquires $10B Multi-Family Office in New York

In joining Corient, the Geller MFO team and its clients will gain access to new technologies and operational infrastructure.

Individual category win – Miami Family Wealth Report Awards 2025

Citco’s Ernesto Mairhofer triumphs in the Miami Family Wealth Report Awards incorporating Latin America and the Caribbean 2025.