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.
Pathstone to Acquire $45B UHNW Specialist Firm Hall Capital
By John ManganaroThe deal will bring Pathstone's total AUM to nearly $100 billion.
August 28, 2024
Sequoia Financial Buys Wealth Team From Large AccountantThe deal also includes a strategic partnership that will see both firms support the needs of shared clients.
August 21, 2024
How to Serve the Complex Needs of the Entire UHNW Family: Wealthspire's FlanaganYounger generations want to learn how family members amassed wealth and what plans they've envisioned for it, she says.
August 01, 2024
SEI, Canoe Update Data Flows for Family OfficesPrivate equity and hedge fund valuations, as well as private equity call and distribution data. are now automated.
June 12, 2024
5 Top Planning Issues for Family PropertiesThese assets are often imbued with memories, history and intermingled finances, warranting careful consideration and planning.
June 10, 2024
Ex-NFL Player Finds New Field, Similar Strategy at RIA Serving Ultra-WealthyAfter retiring at 30, former Broncos wide receiver Bennie Fowler is leading market expansion at Caprock.
June 07, 2024
Cresset Acquires 130-Year-Old Family Office Firm in MichiganThe deal will bring the AUM of Cresset, led by Eric Becker, to more than $52 billion.
June 03, 2024
Mercer Launches Private Markets PlatformClients will have access to high-growth companies, credit and other opportunities, the wealth management firm says.