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.
15 Richest American Financiers and Investors: Forbes
By Michael S. FischerNo. 1 should come as no surprise, but have you heard of this 30-year-old crypto billionaire?
July 13, 2022
Integrated Partners Picks Up Exec From BNY MellonStephen Kolano has joined Integrated as Family Office managing director.
July 08, 2022
Billionaires Can't Get Enough of Private EquityThe ultra-wealthy are stepping up as pension funds and endowments reach their limits.
June 14, 2022
Many Firms Failing to Engage the Emerging Wealthy: CapgeminiWealth managers need to rethink their strategies as the demographics of millionaires evolve, the group reports.
April 06, 2022
4 Ways to Help Clients Maximize Their Charitable ImpactA Morgan Stanley expert in philanthropy management shares strategies for advisors to use in guiding their clients toward proactive giving.
February 24, 2022
Family Offices Need Succession Planning Advice: SurveyEconomic and social disruption are leading family office executives to adjust their approaches, BNY Mellon Wealth Management found.
December 09, 2021
Captrust Buys $2.2B RIA in BostonRINET is the second firm that Captrust has bought this year with a focus on family office services.
November 23, 2021
North American Family Offices Eye Up Cannabis and Crypto InvestmentsEighty-six percent of North American family offices report that their wealth increased over 2020 and 2021.