Family Office News
Keep up with the latest family office news to learn how these wealth management firms are serving ultra-high-net-worth (UHNW) investors.
At Morgan Stanley, This Ex-Teacher Schools the Heirs of Ultra-Wealthy Clients
By Jane Wollman RusoffPublic schoolteacher turned executive director Charline Burgess prepares the next generation to be stewards of great wealth.
April 17, 2025
Mercer Advisors Expands Held-Away Account Services With Pontera's SupportThe new program streamlines advisors’ ability to provide and implement advice on clients’ qualified investment accounts.
February 18, 2025
Cresset Names New Chief People OfficerMelissa Karetny previously led HR and talent integration during J.P. Morgan’s acquisition of First Republic Bank.
February 11, 2025
Cresset Rebrands Private Investing Group as Peakline PartnersThe unit is ready to "stand on its own," Bill Rudnick says; the main wealth business will keep the Cresset brand.
January 28, 2025
Corient Acquires $10B Multi-Family Office in New YorkThe move reinforces the firm's presence in one of the nation’s largest wealth management markets.
December 17, 2024
7 Trends in Art Investing by the WealthyCollecting provides high-net-worth clients with an opportunity to further diversify their portfolios.
December 10, 2024
Aaron Schaben to Leave Carson GroupAaron Schaben will depart at year-end to lead the family office of his former boss.
November 13, 2024
Goldman Sachs Consolidates Family Office PlatformThe firm has integrated its Ayco and private wealth management family office offerings.