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.
AI Reshapes Family Offices' Investment Strategies: Survey
By Michael S. FischerTrends like the buildout of the technology and rise of private markets are reshaping portfolios, BNY Wealth reports.
October 02, 2026
Wealth Enhancement Acquires $22B RWA Wealth PartnersAfter closing, the independent firm will have over $187.1 billion in client advisory, trust and brokerage assets.
September 29, 2026
PRO
Missing Piece in Wealth Transfers? For Many Wealthy Families, It's Therapy.Of the 150 HNW families he represents, "probably 20 don't talk to each other," Berger Singerman partner Marc Shuster says.
September 29, 2026
Osaic Holds New HNW Event for AdvisorsExecutive Joe Gaeckle says the firm created the three-day symposium for financial professionals already serving this market.
September 29, 2026
Northwestern Mutual Rolls Out Family Office Services for Ultra-Rich ClientsThe integrated offering is designed to serve select investors with more coordinated, multi-generational financial planning.
September 25, 2026
HNW Cash Service for RIAs Added to Schwab MarketplaceSave's Market Savings Program is designed for family offices and wealthy investors who prefer large cash balances.
September 23, 2026
Corient Adds $2.6B Multifamily Office in Cayman IslandsThe Miami-based firm manages about $572 billion globally.
September 22, 2026
Amid Uncertainty, Family Offices Shift Toward Public EquitiesNearly half of respondents to a Citi Wealth survey increased their public stock exposure during the year.