Family Office Archives - Page 8 of 132

Three Fiscal Landmines Faced by Family Offices

April 8, 2026

Signed on July 4, 2025, the One Big Beautiful Bill Act permanently embedded a $15 million per-person federal estate and gift tax exemption, indexed for inflation, a genuine win that replaced the feared reversion to roughly $7 million under the expiring Tax Cuts and Jobs Act. The legislation delivered certainty. What it also delivered, […]

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How a multi-family office uses convertible bond arbitrage

April 8, 2026

Hedge funds reported their highest net inflows since 2007 last year, surpassing $5tn (CHF 3.9tn) in assets under management. With increased interest rate volatility and an equity outlook clouded by AI disruption and geopolitical risks, investors have turned to liquid alternatives for an additional source of yield and diversification. While many alternative strategies generate […]

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Family offices embrace AI for operations but hold back on investment

April 7, 2026

Family offices are adopting AI to enhance operations and data capabilities, but stay cautious about investing in the sector itself, according to research from administration and compliance services provider Ocorian. The study, which surveyed family members and senior executives from 16 jurisdictions, found that 86% of family offices are already using AI technology to […]

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Crestbridge Family Office Services maintain fundraising push for Youthful Minds

April 2, 2026

Chloë will have her hair shaved off on 24 April and is encouraging colleagues and contacts to make a donation to support the cause over the coming weeks.

Family Office

ADDING MULTIMEDIA Patel Family Office and AHQ Launch $1bn ‘AYARA’ Hospitality Platform to Develop 50 Hotels in Saudi Arabia

March 31, 2026

US investors Patel Family Office and Saudi industrial conglomerate signed historic partnership agreement at FII PRIORITY Miami

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RIA Callan Family Office Acquires Clarity Family Offices

March 30, 2026

The team is also supported by client service associate Joy McLaren.

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Family offices risk missing out on emerging markets’ revival

March 27, 2026

Political shocks, regulatory shifts and currency volatility are always lurking in the background for emerging markets, but the sector merits renewed attention

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Morgan Stanley’s Au-Yeung: Asian family offices still favour alternatives

March 27, 2026

But recent fears about private credit could lead firms to be more thoughtful about investor targeting and liquidity offers.

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Super Rich Regain Zest for Hong Kong as War Stokes Gulf Unease

March 27, 2026

Anmol Goel, the head of a London-based family office, said his firm was planning to open an outlet in the United Arab Emirates this year to join money managers that have flocked to the Gulf. Then the war began.

Family Office

Shade Tree Advisors Introduces AI To Its Multi-Family Office Operations

March 26, 2026

The Firm Partners with Eton Solutions to Cut Processing Time by 80%, Redirecting Valuable Staff Time Toward Clients and Financial Planning Decisions

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The Rise of Multi Family Offices: Independence, Complexity, and Sophistication

March 25, 2026

Thomas Ruggie reveals why independent multi-family offices are fast becoming the go-to solution for those seeking truly unbiased, integrated, and sophisticated financial guidance.

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Family office leaders convene for Hong Kong Wealth for Good summit

March 24, 2026

International wealth managers and ultra-high-net-worth representatives attended the city conference examining succession planning and impact investing strategies.

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