While headlines focus on AI earnings and Fed policy, a landmark U.S. tax reform has quietly reshaped the future of generational wealth. The “One Big Beautiful Bill” introduces sweeping, permanent changes that will redefine how family offices manage succession, structure estates, and invest for the long term.
Lack of networking opportunities, access to capital, and obtaining funding top the list of intensifying challenges women business owners are facing
Creative Planning Inc. ("Creative Planning"), one of the nation's largest Registered Investment Advisers ("RIA"), today announced the acquisition of Sunrise Advisors, an RIA firm located in Leawood, Kansas. Sunrise Advisors provides comprehensive financial planning and investment management for clients with approximately $700 million in Assets Under Management.
The research points to a 50% increase in digital marketing strategies since pandemic hit
Create a free family office or service provider listing. This provides access to share your products & services such as advisory services, software products, recruitment available jobs, or simply to share your latest news and events.
Future Family Office is a single space for everything in the world of family offices & professionalized UHNWI investors. By making this traditionally opaque space more accessible & democratised, we hope to help the industry set new standards.
Connect with other family offices, or list your family office to attract new clients, deals or recruit top talent. Service providers can list their services and share their expertise and views through articles to help promote them.
