Family Office

1311 articles found

Family Office

Corient’s arrival exposes Canada’s multi-family office gap

Corient Holdings Inc.’s plan to expand its multi-family office services into Canada may seem odd, given that it’s controlled by the same shareholder, Mubadala Investment Company PJSC, as CI Financial Corp., which already has major Canadian asset and wealth management divisions.   But the significance of the announcement is not that another wealth manager is […]
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Family Office

Family Office Solutions: A Human-Centric Approach to Managing Wealth Across Generations

How UBP’s Family Office Solutions helps wealthy families preserve and transmit wealth across generations through governance, investment strategy, and family advisory.   From wealth complexity to family clarity Managing substantial wealth is no longer a purely financial exercise: it is a matter of alignment across generations, values, and long-term intentions.   At UBP, our Family […]
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Family Office

‘Malta stregthening its family office proposition around governance and credibility’

As family offices become increasingly mobile across jurisdictions, relocation decisions are being shaped less by optimisation and more by governance and long-term institutional credibility.   “The defining consideration is no longer tax-efficiency, but where governance, investment decision-making and asset servicing can most effectively be anchored over generations,” say Clare Farrugia and Conrad Cassar Torreggiani.   […]
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Family Office

Billionaire Oatley family office sells private jet

Once the billionaire class get their “PJ wings” they rarely give them up freely. Turns out that is the case for the billionaire family headed by Sandy Oatley.   The family office files accounts under Balmoral Pastoral Investments, which until recently managed Hamilton Island. Its 2025 filings show BPI had a fantastic year, with revenue […]
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Family Office

Why Family Offices Are Thinking Like Geopolitical Risk Managers

For decades, family offices focused on a relatively straightforward mission: preserve wealth, grow capital, and facilitate intergenerational succession. Investment committees debated asset allocation, tax strategies, and portfolio diversification.    Geographic considerations were often secondary, viewed through the lens of market opportunity rather than existential risk.   That paradigm is changing. Today’s leading family offices increasingly […]
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Family Office

UBS Global Family Office Report 2026: Family offices pivot to resilience as geopolitical risk and structural uncertainty reshape global portfolios

UBS has announced the publication of the UBS Global Family Office Report 2026, which surveyed its family office clients around the world on the unique challenges and opportunities they face.    Drawing on insights from 307 family offices across more than 30 markets with an average net worth of USD 2.7 billion, the report finds […]
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Family Office

Summit Global Investments Launches the Next Evolution of Family Office Advisory with Expanded Global Capabilities and Institutional Investment Depth

Summit Global Investments has announced the next evolution of Summit Global Family Office, an elevated family office platform designed to serve ultra-high-net-worth individuals, multi-generational families, entrepreneurs, and globally connected clients.    The platform delivers a highly integrated framework of institutional investment management, global advisory, private capital access, and long-term wealth stewardship.   The expansion marks […]
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