Family Office Archives - Page 6 of 132

Family offices expand global footprint as entrepreneurial wealth drives new formations

May 14, 2026

The global family office landscape continued to broaden in the first quarter of 2026, fueled by rising entrepreneurial fortunes and an accelerating transfer of wealth across generations. Private wealth intelligence platform FINTRX added 119 family office profiles to its database during the quarter, bringing its total coverage to 4,503 firms worldwide as of March […]

Family Office

AI in the Family Office

May 12, 2026

Family offices have reached a crucial turning point in their adoption of artificial intelligence. In contrast to institutional investors1, their AI journey is shaped by the need for privacy and a mandate to manage both institutional-grade investments and deeply personal family affairs. This Citi Institute report is based on numerous in-depth discussions with single-family […]

Family Office

BuzzFeed, Inc. Announces Proposed Majority Stake Investment by Byron Allen’s Family Office

May 12, 2026

BuzzFeed, Inc. has announced the Company has entered into a transaction agreement with Allen Family Digital, LLC, an affiliate of Byron Allen’s family office, under which BuzzFeed, Inc. will accept a majority investment from Allen Family Digital, LLC. Founder and CEO Jonah Peretti will be succeeded by Byron Allen, who will assume the role […]

Family Office

Why outsourcing has become the defining question for modern family offices

May 11, 2026

‘One of the key decisions when setting up a family office is deciding what to insource and outsource,’ family office expert and senior adviser Paul Reynolds told the audience at Spear’s 500 Live 2026 at The Savoy, setting the tone for what quickly became the central theme of the discussion. The panel, which explored […]

Family Office

Family offices are how the wealthy roll

May 11, 2026

In some families, announcing “I’ll be in my office” isn’t a bathroom joke. More ultrawealthy folks than ever are establishing family offices—companies solely focused on managing one family’s cash. Often with a headcount of a mom-and-pop bakery, family offices employ professional wealth managers who execute financial strategies and goals set by family members. They […]

Family Office

Wealthspire to Acquire Fi3 Advisors

May 5, 2026

Wealthspire has announced it has entered into an agreement to acquire Fi3 Advisors (“Fi3”), an Indianapolis-based boutique advisory firm with approximately $1.2 billion in assets under management (AUM).* The transaction builds on a decade-long relationship between Fi3 and Wealthspire’s Fiducient Advisors and reflects the continued expansion in serving high net worth and ultra-high net […]

Family Office

Justin Nelson of JP Morgan Reveals Why Family Offices Are No Longer Just for Billionaires

May 1, 2026

For most of financial history, a family office was a structure reserved for dynastic wealth: the Rockefellers, the Mellons, the Waltons. You needed a billion dollars, a full legal team, and a dedicated staff before the structure made economic sense. Justin Nelson, Managing Director and Head of the Asset Management and Financial Principals Coverage […]

Family Office

UK Billionaire’s Family Office Targets More Private Equity Exits

May 1, 2026

The billionaire UK founder of a home-repair business acquired by Brookfield Asset Management is working to ramp up his family office’s private equity exits, as larger buyout firms grapple with a dry spell for transactions. Richard Harpin’s Growth Partner is targeting more sales this year after striking a deal to offload a stake in […]

Family Office

Matter Family Office Launches "Knowledge Center" to Define the Ultra-High-Net-Worth Family Office Model

April 29, 2026

Matter Family Office has introduced a new online "Knowledge Center " designed to educate ultra-high-net-worth families on the structure, services and long-term value of a family office, while reinforcing the firm's fiduciary approach to integrated wealth management. The hub, available at Matter Family Office Knowledge Center, outlines how family offices operate, what distinguishes multi-family […]

Family Office

Milken family office alumni raise $4bn to target private capital upheaval

April 28, 2026

Silver Rock Capital Partners, an investment firm born out of Michael Milken’s family office, has raised its largest-ever credit fund at a time when private capital has come under pressure. The firm, which began taking in outside capital in 2016, has raised more than $4bn from endowments, sovereign wealth funds and family offices for […]

Family Office

Family offices go global as complexity reshapes wealth management

April 27, 2026

Global family offices have expanded rapidly across multiple jurisdictions in recent years, driven by the geographic dispersal of wealthy families, shifting generational priorities and growing demand for sophisticated services, according to a new report by Ocorian. The Ocorian 2026 Global Family Office Report, based on a survey of 200 family office principals and senior […]

Family Office

Nassef Sawiris closes London family office as UK tax changes drive wealth exits

April 27, 2026

Egyptian billionaire Nassef Sawiris has closed the London branch of his family office, NNS Group, after giving up his UK residency, according to regulatory filings that point to broader shifts in the country’s wealth management landscape following tax changes. Filings show that NNS Group has submitted a final notice to wind down its London […]

Cookie Notice