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

May 29, 2025

At Morgan Stanley, This Ex-Teacher Schools the Heirs of Ultra-Wealthy Clients
Will Annuity Capital Sidecars Keep Rolling?

May 16, 2025

Will Annuity Capital Sidecars Keep Rolling?
Ultra-Wealthy Clients Boost Investments Amid Trump Turmoil

April 22, 2025

Ultra-Wealthy Clients Boost Investments Amid Trump Turmoil
Mercer Advisors Expands Held-Away Account Services With Pontera's Support

April 17, 2025

Mercer Advisors Expands Held-Away Account Services With Pontera's Support
Cresset Names New Chief People Officer

February 18, 2025

Cresset Names New Chief People Officer
Cresset Rebrands Private Investing Group as Peakline Partners

February 11, 2025

Cresset Rebrands Private Investing Group as Peakline Partners
Corient Acquires $10B Multi-Family Office in New York

January 28, 2025

Corient Acquires $10B Multi-Family Office in New York