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.
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.
February 23, 2021
Meet the Ex-Wirehouse Exec Turning the Rockefeller Family Office Into a Wealth Management FirmIn an interview, CEO Greg Fleming comments on the rumor that Rockefeller Capital is offering lucrative signing bonuses to advisors.
January 15, 2021
Stifel Client Associate Sues Over Alleged Sexual Assault, HarassmentThe associate, in Garden City, New York, says the firm did not take her complaints about a manager seriously.
January 06, 2021
Rockefeller Adds $1.4B Illinois RIABuying Whitnell & Co. supports the firm's Midwest expansion plans and comes about two months after it opened its first Chicago office.
December 17, 2020
Fusion Financial Founders to Provide 'White Glove' IT Services for RIAs: Tech RoundupAlso, Broadridge appoints a chairman for its LTX trading platform.
December 15, 2020
DOL Fiduciary Rule Clears White House ReviewLabor Department's policy, though, "is unlikely to stand in the Biden administration," said Consumer Federation of America's Barbara Roper.
November 06, 2020
15 Questions to Guide Family Charitable DiscussionsThis holiday season, family members may be inspired to participate for the first time or change their giving strategy.