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.
Cresset Rebrands Private Investing Group as Peakline Partners
By John ManganaroThe unit is ready to "stand on its own," Bill Rudnick says; the main wealth business will keep the Cresset brand.
December 10, 2024
Aaron Schaben to Leave Carson GroupAaron Schaben will depart at year-end to lead the family office of his former boss.
November 13, 2024
Goldman Sachs Consolidates Family Office PlatformThe firm has integrated its Ayco and private wealth management family office offerings.
October 25, 2024
How an RIA Serves Ultra-Wealthy Clients by Catering to Advisors"Everyone focuses on clients," Aspiriant CEO Rob Francais says. "But we also focus on the trusted advisor's experience."
October 18, 2024
Rockefeller Nabs $1.9B Merrill TeamThe 16-person group DiMedio Wealth Partners has joined its family office business in Newtown, Pennsylvania.
October 16, 2024
Pathstone to Acquire $45B UHNW Specialist Firm Hall CapitalThe deal will bring Pathstone's total AUM to nearly $100 billion.
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.