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.
Captrust Buys $2.2B RIA in Boston
By Janet LevauxRINET is the second firm that Captrust has bought this year with a focus on family office services.
September 20, 2021
More Wealthy Business Owners Looking to Retire, Move or Sell: SurveyTwo-thirds of wealthy business owners say COVID accelerated their plans to retire or sell, Clarfeld | Citizens Private Wealth found.
September 20, 2021
Tidemann Group, Alvarium Investments to Merge via SPACThe new firm, with $54 billion in assets, will be called Alvarium Tiedemann and trade on the Nasdaq under the ticker GLBL.
September 07, 2021
Hightower Takes Stake in $1.5B Multi-Office RIAAlexandria Capital, based near Washington, D.C., has locations in Boston; Juneau, Alaska; New York; and Portland, Oregon.
July 23, 2021
Goldman: What Family Offices Do DifferentlyThese investors benefit from a lack of defined investing timelines and the absence of outside interference, the survey found.
July 12, 2021
10 Biggest Trends Shaping the Next 3 Decades, According to Big InvestorsChina's growing dominance and cryptocurrencies are two new trends on Investcorp's list this year.
June 18, 2021
Goldman Sachs' RIA Custody Unit Signs Up Steward PartnersSteward, which has 180 advisors and $23 billion in assets, also will continue to work and custody assets with Raymond James.
April 27, 2021
Creative Planning Strikes Its First 2021 Deal, Opens NonprofitIt acquired Castle Wealth Advisors and started Pathway Financial Education as a resource for underserved kids, adults and small-business owners.