Family Office

1311 articles found

Hong Kong’s Proposed Reform of the Family Office Tax Regime: A Major Step Toward a Multi-Asset Investment Platform

The long-awaited Bill detailing the proposed amendments to Hong Kong's preferential tax regimes for funds, family-owned investment holding vehicles (FIHVs), and carried interest was finally gazetted on 12 Jun 2026 (the "Bill").    The first reading of the Bill is scheduled on 24 Jun 2026 at the Legislative Council. While the reforms span three preferential […]

AI Is Changing The Family Office, But How?

Everywhere we turn, we hear how artificial intelligence is transforming industries. In the family office sector, AI is making tangible impacts, from portfolio analytics and reporting automation to estate planning and predictive modeling.    These advances offer efficiency and help manage complexity, but the real question is: Will AI reimagine the essence of the family […]

Wealth management startup CREST secures $3.1 Mn in pre Seed round

CREST, a fractional family office and new-age asset management company, has raised $3.1 million in a pre-seed funding round led by BEENEXT, Sparrow, Shastra VC, DeVC, Warmup Ventures, Atrium Ventures, and 91ventures. The round also saw participation from angel investors including Amit Ranjan, Chirag Taneja, Revant Bhate, Shantanu Deshpande, and Kashish Sharma.   The company […]

Luhut Says Indonesia Could Attract $500 Billion Through Family Office Initiative

National Economic Council (DEN) Chairman Luhut Binsar Pandjaitan said on Sunday that Indonesia has the potential to attract up to $500 billion in assets through the development of a family office ecosystem aimed at serving ultra-high-net-worth individuals and global investors.   According to Luhut, the initiative could generate substantial capital inflows while strengthening investor confidence […]

MCM Partners establishes new family office platform

MCM Partners has set up MCM Family Office, adding a platform that combines family office advice, wealth management and wealth planning.     The new platform will offer clients “targeted advisory services or a more holistic service”, according to the company’s LinkedIn post.    Christophe Page has been appointed head of the business.     He joins […]

Secrets of a successful family office

Family enterprises pour extraordinary energy into managing their business and financial capital, yet often under-invest in human capital that makes the whole system work. That imbalance may be one of the quietest structural risks on many family balance sheets.   From my work with multi-generational families, a few things have become clear: governance on paper […]

Matter Family Office Establishes Office in Raleigh-Durham-Chapel Hill Market

Matter Family Office announced today its expansion into North Carolina's Triangle area with the addition of seasoned wealth advisors Chris Wrench and Melissa Linn as managing directors. Based in Raleigh, the team will lead Matter's presence in the Raleigh-Durham-Chapel Hill market, bringing the firm's integrated family office services to ultra-high-net-worth families throughout the region.   […]

Swiss Single Family Offices: New study reveals surprising findings

Swiss single-family offices now manage assets worth 785 billion Swiss francs. A new study shows that succession planning is more important than short-term returns, venture capital investments flow predominantly abroad, and the inheritance tax initiative triggered significant fears of relocation.    In June 2024, the Single Family Office Association (SFOA) presented its first study . […]

Family offices prioritise resilience amid global uncertainty

Family offices are placing greater emphasis on resilience and diversification amid ongoing geopolitical uncertainty, according to a new report from UBS.   The UBS Global Family Office Report 2026 surveyed 307 family offices across more than 30 markets, representing an average net worth of $2.7 billion.    The findings suggest that many are reassessing portfolio […]

Hightower Expands the Hightower Family Office for Ultra-High-Net-Worth Families

Hightower Advisors has announced the expansion of the Hightower Family Office, broadening the capabilities and support available to ultra-high-net-worth clients through Hightower advisors.   The expanded offering brings together institutional investment consulting, advanced planning, family governance, tax and estate strategy, and business advisory services to help advisors address the increasingly sophisticated needs of wealthy individuals […]

New Report "Early Bird" Maps Tech Investing for Asian Family Offices

A groundbreaking institutional report titled "Early Bird: A Practical Guide for Asian Family Offices Investing in Technology Through Private Markets" has been launched today.   Co-authored by Annum Capital, Deane Consulting, and Turoid, the report details a profound structural shift facing family offices and private investors in their quest to secure technology alpha.   Drawing […]