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.
How an RIA Serves Ultra-Wealthy Clients by Catering to Advisors
By Jane Wollman Rusoff"Everyone focuses on clients," Aspiriant CEO Rob Francais says. "But we also focus on the trusted advisor's experience."
September 26, 2024
10 Family Office Trends in 2024Citi Private Bank posed 50 questions to family offices. Here are some insights that emerged.
September 06, 2024
Ultra-Rich Families Set to Control $9.5 Trillion by 2030, Deloitte SaysFamily offices are growing and morphing to rival hedge funds.
August 28, 2024
Sequoia Financial Buys Wealth Team From Large AccountantThe deal also includes a strategic partnership that will see both firms support the needs of shared clients.
August 21, 2024
How to Serve the Complex Needs of the Entire UHNW Family: Wealthspire's FlanaganYounger generations want to learn how family members amassed wealth and what plans they've envisioned for it, she says.
August 01, 2024
SEI, Canoe Update Data Flows for Family OfficesPrivate equity and hedge fund valuations, as well as private equity call and distribution data. are now automated.
June 12, 2024
5 Top Planning Issues for Family PropertiesThese assets are often imbued with memories, history and intermingled finances, warranting careful consideration and planning.
June 10, 2024
Ex-NFL Player Finds New Field, Similar Strategy at RIA Serving Ultra-WealthyAfter retiring at 30, former Broncos wide receiver Bennie Fowler is leading market expansion at Caprock.