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.
Hightower Expands Family Office
By Rob BurgessAimed at serving UHNW clients, the enhanced offering builds on relationships with NEPC and the family office firm GTBA.
May 22, 2026
Rockefeller Global Family Office Adds $1B Team From Morgan StanleyMichael Outlaw, president of Rockefeller Global Family Office, told ThinkAdvisor that expanding their Florida presence was key.
May 12, 2026
Jeffrey Epstein's Ex-Deutsche Bank Wealth Manager Leaves U.S. FirmStewart Oldfield left a firm tied to ultra-wealthy individuals caught up in government files on the late financier.
May 11, 2026
BlackRock Hires JPMorgan's Jessica Bulen for Family Office PushBulen will become head of family capital, endowments, foundations and healthcare in the Americas institutional business in July.
February 27, 2026
Deutsche Bank's Epstein Files Throw Family Offices Into the OpenA fifth of the world's 500 richest people now have a family office, helping oversee fortunes totaling over $5 trillion.
February 23, 2026
Merrill to Offer Direct Capital Markets Trading to Ultra-Wealthy ClientsThe new Direct Markets Coverage Group aims to support, not replace, clients' core advisors.
February 02, 2026
AI Leads Family Office Investment Themes: JPMorganThey increasingly favor investments in the infrastructure and services powering the AI boom, a Private Bank exec says.
January 21, 2026
Family Offices Pool Resources to Save Money and Get Better Service: SurveySuch collaboration effectively enables them to operate like a private bank at much lower cost, Ocorian research finds.