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.
More Wealthy Business Owners Looking to Retire, Move or Sell: Survey
By Michael S. FischerTwo-thirds of wealthy business owners say COVID accelerated their plans to retire or sell, Clarfeld | Citizens Private Wealth found.
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.
March 24, 2021
Focus Financial Forms Joint Venture to Serve Ultra-Wealthy Clients AbroadBeryllus Capital, a joint venture with India-based Hinduja group, will serve UHNW clients in London, Geneva and Singapore.