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.
Sequoia Financial Buys Wealth Team From Large Accountant
By John ManganaroThe deal also includes a strategic partnership that will see both firms support the needs of shared clients.
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.
June 07, 2024
Cresset Acquires 130-Year-Old Family Office Firm in MichiganThe deal will bring the AUM of Cresset, led by Eric Becker, to more than $52 billion.
June 03, 2024
Mercer Launches Private Markets PlatformClients will have access to high-growth companies, credit and other opportunities, the wealth management firm says.
May 31, 2024
Family Offices' 10 Favorite Investments for 2024Asset allocations among these ultra-wealthy investors showed material shifts for 2023, UBS reported.
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.