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.
Cresset Appoints Head of Family Office Services
By Rob BurgessMark Tremblay, from Bessemer Trust, says regular advisors can take a page from a family office's holistic approach.
May 22, 2026
Ben Carlson: How to Adapt When Clients Know More Than Ever"You can't have only surface-level knowledge anymore," Ritholtz's institutional asset management head tells ThinkAdvisor.
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.