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.
When Clients Move to Florida, Watch Out for These Estate Planning Quirks
By Jane Wollman Rusoff"There are nuances in Florida law," estate lawyer Tasha Dickinson tells ThinkAdvisor.
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.
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.