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.
What Ultra-Wealthy Clients Really Want From Advisors
By Jane Wollman Rusoff"You’re better off not trying to bring them in" if you can't deliver, Linda Mack maintains.
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.
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.