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.
Family Offices Pool Resources to Save Money and Get Better Service: Survey
By Michael S. FischerSuch collaboration effectively enables them to operate like a private bank at much lower cost, Ocorian research finds.
October 14, 2025
When Clients Move to Florida, Watch Out for These Estate Planning Quirks"There are nuances in Florida law," estate lawyer Tasha Dickinson tells ThinkAdvisor.
October 02, 2025
UHNW Institute Launches Single-Family Office Leadership GroupThe Single Family Office Circle's offerings include unbiased content, peer forums, practice development tools and networking resources.
September 18, 2025
What Ultra-Wealthy Clients Really Want From Advisors"You’re better off not trying to bring them in" if you can't deliver, Linda Mack maintains.
September 02, 2025
Corient Strikes Two Deals, Creating $430B Wealth GiantThe additions of Stonehage Fleming and Stanhope Capital Group bring $214 billion in assets to the UHNW specialist firm.
July 14, 2025
Morgan Stanley, Goldman and Wells Fargo to Settle $120M LawsuitThe trio helped Bill Hwang’s $36 billion family office place massive bets on stocks.
July 11, 2025
Private Credit Lures the Ultra-Rich Sitting on $3.1TFamily offices represent a vast pool of capital and are increasingly seeking new sources of returns.
July 08, 2025
Trust That These Trusts Have Value in a Higher Rate EnvironmentBill Gates, Warren Buffett and the Waltons have used this type of arrangement, and your UHNW clients can, too.