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.
Charitable Giving Advice Linked to More Assets, Faster Growth: Fidelity
By Michael S. FischerAdvisors who offer charitable planning have better client relationships in a number of quantifiable ways, research finds.
September 07, 2021
Hightower Takes Stake in $1.5B Multi-Office RIAAlexandria Capital, based near Washington, D.C., has locations in Boston; Juneau, Alaska; New York; and Portland, Oregon.
July 23, 2021
Goldman: What Family Offices Do DifferentlyThese investors benefit from a lack of defined investing timelines and the absence of outside interference, the survey found.
July 12, 2021
10 Biggest Trends Shaping the Next 3 Decades, According to Big InvestorsChina's growing dominance and cryptocurrencies are two new trends on Investcorp's list this year.
June 18, 2021
Goldman Sachs' RIA Custody Unit Signs Up Steward PartnersSteward, which has 180 advisors and $23 billion in assets, also will continue to work and custody assets with Raymond James.
April 27, 2021
Creative Planning Strikes Its First 2021 Deal, Opens NonprofitIt acquired Castle Wealth Advisors and started Pathway Financial Education as a resource for underserved kids, adults and small-business owners.
April 16, 2021
Morgan Stanley's Record Quarter Stained by Archegos CollapseThe Archegos disclosure leaves Morgan Stanley as the only major U.S. bank to be nursing losses from the flameout of Bill Hwang's family office.
April 09, 2021
$2B Advisory and Asset Management Firm Opens in LAAudent Capital Partners is operating as two separate companies: Audent Family Wealth Advisors and Audent Global Asset Management.