Family offices

When it comes to charity, last year wealthy families gave differently — and invested differently.

A new study sees family offices getting into bond markets but at the cost of another type of bond.

Serving over half of America's billionaires wasn't enough for the country's largest bank.

Family offices have joined strategic buyers and private equity companies in competing for M&A deals.

The number of ultrarich families is growing, and so are their demands on advisors. Schwab moderated a panel on how RIAs can succeed with these clients.

Around 40% of CIOs for U.S. family offices are paid at least seven figures a year.

As family offices continue to grow and want to invest more this year, Goldman Sachs is positioning itself to help with their planned spending sprees.

Bonds are back for high net worth investors.

Serving a single family can be a complex — but profitable — niche.

Despite market volatility and regulation uncertainties, nearly half of family offices think that cryptocurrencies provide good investment opportunities.

It’s important to have intergenerational conversations with clients and their families.

An array of personal experiences has helped them solve problems for physicians from the Middle East, colonels in the U.S. Army and professional athletes from Compton, the authors write.

Beryllus Capital will provide investment management, banking and real estate advice.

Whitnell & Co. changed hands in a deal with a regional bank that also struck a strategic partnership with the wealth manager.

“The expectation of sustained volatility in the medium term has re-invigorated hedge fund appeal,” BlackRock and Juniper Place said in their report.

About 6% of the country’s family offices have more than $5 billion of assets under management, while roughly a third control $500 million or less.

Opportunities to win UHNW clients abound, but so do challenges, experts tell advisors at the Schwab Impact conference.

"The more objective you can make things, the better it will be," an expert says.

The firm has its origins as a family office founded by John D. Rockefeller in 1882.

The boardroom advice team meeting, once reserved for the wealthiest, is an option advisors can offer to more clients thanks to increased digitization.