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.
Morgan Stanley, Goldman and Wells Fargo to Settle $120M Lawsuit
By Bob Van VorisThe trio helped Bill Hwang’s $36 billion family office place massive bets on stocks.
May 29, 2025
At Morgan Stanley, This Ex-Teacher Schools the Heirs of Ultra-Wealthy ClientsPublic schoolteacher turned executive director Charline Burgess prepares the next generation to be stewards of great wealth.
May 16, 2025
Will Annuity Capital Sidecars Keep Rolling?Market volatility could scare away the investors who fuel the sidecars or make them more confident.
April 22, 2025
Ultra-Wealthy Clients Boost Investments Amid Trump TurmoilClients have been actively reallocating, putting additional funds in the market, says Jack Ginter of Callan Family Office.
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.