Family Office

NEWS

One Big Beautiful Bill: A New Era for Family Offices

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.

Jun 13
The Mutual Fund Show: A Strategy That Can Help Cushion Portfolios In A Crisis

As Covid-19 selloff in March led to losses in equity portfolios, spooked investors started pulling out of debt mutual funds, causing a liquidity crunch for some short-term schemes and plans that invest in higher-yield but lower-rated paper.

Jun 13
BOS targets bigger slice of booming family offices business

BANK of Singapore (BOS), the private banking arm of lender Oversea-Chinese Banking Corporation, plans to grab a bigger share of the fast-growing family office business by expanding its investment products and targeting clients outside the region, its chief executive officer said.

Jun 13
US in the news: UK firm acquires investment management business

A round-up of people moves and M&A deals across North America

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It wasn’t until the 1980s that family offices started to multiply, first in the US, then elsewhere. It was around that time that the wealth held by families began to grow at a significantly faster rate.

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