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 Acquires 130-Year-Old Family Office Firm in Michigan
By John ManganaroThe deal will bring the AUM of Cresset, led by Eric Becker, to more than $52 billion.
May 14, 2024
JPMorgan, RBC Grab Merrill Teams With $30B in AssetsEric Gray and Lance Polverini say moving their $28 billion practice will bring their work to the next level.
May 01, 2024
JPMorgan Embraces Family Offices, With 'Very Tailored' AdviceThey offer such bespoke services as cybersecurity advisory and matrimonial planning, practice head William Sinclair says.
March 21, 2024
Citi Taps UBS Exec for Family Office GroupThe move is part of the global banking company's focus on ultra-high-net-worth clients and families.
March 20, 2024
Caprock Scoops Up $2.2B Boutique Advisory ShopThe deal with the Chicago firm brings the RIA's assets under advisement to more than $11 billion.
February 02, 2024
Adam Malamed Reflects on First Year as Sanctuary Wealth CEOHe has been working on strategic acquisitions "since before it was cool to be independent," he says.
September 29, 2023
Don't Serve Your UHNW Clients Like It's 1985Advisors still do complex work for ultra-wealthy families in Excel. They need to move on.
September 01, 2023
The 3 Types of UHNW Clients and How to Serve ThemAdvisors who fail to keep their wealthier clients on solid legal footing risk losing them, says David Guin.