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 07
$400M Nicklas Financial Aligns With JFC, Joins LPL

Nicklas Financial, a family-owned business in Jefferson City, Mo., has aligned with JFC Financial Services in Lincoln, Neb., to join LPL Financial’s broker-dealer, corporate registered investment advisor and custodial platforms, the companies announced earlier this week in a news release.

Jun 07
Info Edge’s startup bet soars 7X as company scales up size of its maiden fund; backs four startups

Info Edge had received an alternative investment fund class II license from SEBI in January this year to “fund investments unrelated to the core operating entity,” the filing read.

Jun 06
Launch of InvestorSpeedDating.com

InvestorSpeedDating.com Launches “virtual” private investor meeting Technology Hedge Fund Events and Investor Private Meeting leader enhances meeting solutions with virtual meeting functionality.

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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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