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.
J.P. Morgan Private Bank Adds UHNW Family Office Services
By Dinah Wisenberg BrinThe bank says it is working with over 40% of U.S. families with a net worth of over $100 million and more than half of America's billionaires.
May 09, 2023
Cresset Merges With True Capital to Form $33B Multi-Family OfficeVeteran wealth management investment banker Liz Nesvold joined the merged company as president.
April 19, 2023
10 Trends Shaping the Wealth Management IndustryThere's movement in the wealth management industry, and firms looking to succeed will have to adapt.
February 01, 2023
Mariner Wealth Hires John Hancock ExecTodd Cassler comes on board to serve as the firm's chief strategy and growth officer.
December 05, 2022
4 Questions to Ask About Alternative Investments and Wealth ToolsAs more advisors turn to alternatives, how can they best combine their clients' investment and financial planning information?
November 23, 2022
Family Offices Flourished in 2021: StudyResearch found that North American family offices outperformed their global peers with an average portfolio return of 15%.
November 22, 2022
Family Offices Go Digital With Pershing-Arta DealBNY Mellon | Pershing CEO Jim Crowley and Arta CEO Caesar Sengupta explain how the new platform could impact advisors and wealthy clients.
October 25, 2022
Corona Heir Taps Goldman for Family OfficeGoldman Sachs' Rodolfo Perez has taken over as CEO at Maria Asuncion Aramburuzabala's Tresalia Capital.