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.
Cerity Partners Adds UHNW Firm in New York
By Jeff BermanAJ Wealth manages over $2 billion in assets and specializes in family office services.
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.
October 24, 2022
16 Highest-Paid CEOs in Financial ServicesAverage CEO compensation surged to $23.2 million in 2021, with many in the financial industry earning significantly more.
October 24, 2022
Fidelity Rolls Out Institutional Custom SMAsFidelity's RIA clients should have access to the direct indexing SMA services in early 2023.