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.
North American Family Offices Feel Upbeat: Report
By Michael S. FischerThey are raising their expectations, even as they navigate wealth transfers, rapid wealth creation and a tech transformation.
September 29, 2026
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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.
August 19, 2026
Family Offices Favor Direct Investments Over Hedge Funds and Private Credit: ReportThe shift reinforces a trend FINTRX has been watching, research associate Patrick Galvin says.