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.

Morgan Stanley's Record Quarter Stained by Archegos Collapse

April 16, 2021

Morgan Stanley's Record Quarter Stained by Archegos Collapse
$2B Advisory and Asset Management Firm Opens in LA

April 09, 2021

$2B Advisory and Asset Management Firm Opens in LA
Focus Financial Forms Joint Venture to Serve Ultra-Wealthy Clients Abroad

March 24, 2021

Focus Financial Forms Joint Venture to Serve Ultra-Wealthy Clients Abroad
Meet the Ex-Wirehouse Exec Turning the Rockefeller Family Office Into a Wealth Management Firm

February 23, 2021

Meet the Ex-Wirehouse Exec Turning the Rockefeller Family Office Into a Wealth Management Firm
Stifel Client Associate Sues Over Alleged Sexual Assault, Harassment

January 15, 2021

Stifel Client Associate Sues Over Alleged Sexual Assault, Harassment
Rockefeller Adds $1.4B Illinois RIA

January 06, 2021

Rockefeller Adds $1.4B Illinois RIA
Fusion Financial Founders to Provide 'White Glove' IT Services for RIAs: Tech Roundup

December 17, 2020

Fusion Financial Founders to Provide 'White Glove' IT Services for RIAs: Tech Roundup