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.
How US Family Foundation Philanthropy Is Evolving
By Michael S. FischerA study finds the new generation making its mark in funding priorities and grant-making practices.
October 03, 2019
When Clients Want to Build a FamilyWould-be parents may face many costs and challenges.
October 02, 2019
How a UBS Exec Gets Families to Open Up About Wealth TransferJudy Spalthoff of UBS tells ThinkAdvisor some tools and techniques to guide these conversations — including a card game.
September 24, 2019
Why the World's Wealthiest Families Are Stockpiling CashAbout 42% of family offices say they're raising cash reserves, a UBS survey reveals.
September 24, 2019
Multi-Gen Planning: Walking the TalkIntercontinental Wealth models the benefits of multi-generational advice to clients through its father-son pairings.
September 19, 2019
Greenbacker Capital Buys Wind Power Facilities From BlackRockThe goal, the firm says, is to provide RIA and family office investors real-asset renewable energy project investments to generate strong, stable cash flows for clients.
August 06, 2019
Wealth Holders Don't Discuss Money With Their HeirsA Merrill study finds family money harder to talk about than saving, investing and spending.
August 02, 2019
Family Office Growth Surges in US and GloballyFamily offices have $5.9 trillion under management, Campden Research reports.