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.
Mercer Advisors Expands Held-Away Account Services With Pontera's Support
By John ManganaroThe new program streamlines advisors’ ability to provide and implement advice on clients’ qualified investment accounts.
January 28, 2025
Corient Acquires $10B Multi-Family Office in New YorkThe move reinforces the firm's presence in one of the nation’s largest wealth management markets.
December 17, 2024
7 Trends in Art Investing by the WealthyCollecting provides high-net-worth clients with an opportunity to further diversify their portfolios.
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.