Family Office

1311 articles found

Regulations are barrier to family office investment in crypto

Family offices are rushing towards digital assets, but regulatory friction is proving a stubborn barrier. New research from Ocorian reveals that 86% of family offices with combined wealth exceeding $119bn are actively seeking to incorporate crypto and digital assets into their portfolios.   Yet 70% of those considering such investments struggle to find adequate third-party […]

Family offices enter a new era for women

Once established primarily to preserve wealth and oversee investments, family offices are increasingly expected to prepare future owners, strengthen governance, navigate succession and keep families engaged across generations.   That evolution is creating new opportunities for women. Although they account for only 15 per cent of family office principals globally, according to consultancy Deloitte, families […]

Family Offices Are Shifting From Investment Platforms To Governance Institutions

The family office is undergoing a structural redefinition. Historically organized around capital preservation, portfolio management, and tax efficiency, leading family offices are increasingly being evaluated on their ability to sustain family cohesion, prepare future owners, institutionalize governance, and manage succession across multiple generations. Investment expertise remains necessary, but it is no longer sufficient.   This […]

Why Family Offices Are Taking A More Global Approach To Talent

As family offices continue to evolve in size, complexity, and ambition, their approach to talent is changing.    Where many once recruited exclusively within their immediate geographic market, relying on local networks to source trusted professionals, an increasing number are now looking beyond their traditional markets.    This shift is being driven by diversified investment […]

What makes Guernsey such a strategic jurisdiction for Middle East family offices?

Guernsey’s rare combination of robust regulation, political resilience and customisable structures makes it a compelling option for Middle Eastern family offices pursuing cross-border wealth continuity.   In the Middle East, family offices face a defining moment: trillions of dollars in generational wealth are set to transition over the next five years. Next-generation leaders increasingly expect […]

Family Offices Turning to “Purpose of Wealth” to Prepare the Next Generation, New AlTi Tiedemann Global and Campden Wealth Research Finds

AlTi Global, Inc. has released early findings from the 2026 AlTi Tiedemann Global and Campden Wealth Family Office Operational Excellence Report (the “Report”), showing that more families than ever before are exploring and defining the purpose of their wealth.   Nearly half of all respondents, 48%, reported that they have begun to formally define the […]

Family office: Governance and succession planning

Family offices are complex and sophisticated organisations which manage very significant amounts of money and assets, often representing the life’s work and legacy of a past or present family member.     With so much at stake, it is perhaps surprising that a substantial proportion of family offices do not have formal governance procedures or succession […]

Callan Family Office Named to Inaugural CNBC Elite Advisors List, Recognizing the Nation's Leading Ultra-High-Net-Worth Advisory Firms

Callan Family Office has announced it has been named to the first-ever CNBC Elite Advisors list.    The inaugural recognition identifies 25 independent advisory firms across the United States that specialize in serving ultra-high-net-worth individuals, families, and family offices with investable assets of $25 million or more.   The CNBC Elite Advisors list was created […]