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.
Ben Carlson: How to Adapt When Clients Know More Than Ever
By Jane Wollman Rusoff"You can't have only surface-level knowledge anymore," Ritholtz's instutional head tells ThinkAdvisor.
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.
January 16, 2026
To Prepare Next-Gen Wealth Holders, Remember the Three C'sFamilies of significant means recognize that each generation must build three core capacities.
October 29, 2025
Certuity Taps Ex-UBS Exec to Head Institutional WealthGiuliano Celle is being tasked with strengthening client access to private market and direct deal opportunities.