-
The figure would mark a 73% jump from the current $5.5 trillion controlled by people represented by family offices, according to the report.
September 4 -
Unexpected perks of family philanthropy can include mended rifts, improved financial literacy and next-gen involvement in generational wealth.
August 21Whittier Trust -
The New York-based firm recently passed $2 billion in AUM and now has over 30 financial advisors.
August 9 -
Meager security budgets, flammable family dynamics and set-in-their-ways employees can put assets, and sometimes the safety of family members themselves, at risk.
July 31360 Privacy -
Ultrarich individuals and families worth more than $150 billion are helping drive a resurgence in private equity buyouts, providing capital for some of the year's biggest acquisitions to overcome a tough dealmaking environment.
June 7 -
Worried about the upcoming U.S. presidential election, Goldman Sachs family office clients consider hindsight options.
June 5 -
Potential tax hikes outrank geopolitical conflicts as No. 1 worry for billionaire families, according to new UBS research.
May 22 -
Apollo and other alternative asset managers are vying for executives with connections to the world's biggest fortunes.
December 13 -
Employees at Ballentine Partners, a multifamily office and RIA, say their firm can be an example of how small or midsized independent firms can advance on DEI.
November 17 -
Nepsis, a Minneapolis-based financial advisory and investment management firm, has acquired Sevenich, Butler, Gerlach, & Brazil, a tax, accounting and consulting firm in Saint Paul, Minnesota.
November 16