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 04
IQ-EQ MAKES NEW PUSH INTO FAMILY OFFICE SPACE

The investor and corporate services provider IQ-EQ has expanded its family office line of business with a new “dedicated and holistic” branch.

Jun 04
UBS names new UK family office boss after sudden exit

UBS has named Michel Frey as head of GFO UK and GFO EM London, replacing Sofia Sool who moved to Deutsche four months after assuming the post.

Jun 03
How Boutique Wealth Management Firms are Providing Essential COVID-19 Guidance

The coronavirus pandemic has created unprecedented challenges for the global economy and businesses have been compelled to cope with challenges that a mere few months ago were simply unimaginable. Asset and Wealth Management firms are no exception to this economic anomaly. So how is this industry, that excels at problem solving, coping now that it is no longer ‘business as usual’ and as it faces ‘once in a generation’ economic challenges?

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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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