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.

May 19
Ex-Prop Trader Starts Investing Club for Wealthy Families

A former Goldman Sachs Group Inc. proprietary trader co-founded a private club for ultra-rich families to bolster their dealmaking opportunities.

May 18
UBS’s Iqbal Khan on shaking up world’s biggest wealth manager

The timing of Iqbal Khan’s arrival at UBS, the world’s biggest wealth manager, late last year could have been very unfortunate — the Covid-19 pandemic struck just three months after the high-flying Swiss private banker took up his new top job

May 18
Is Bitcoin the digital equivalent of gold?

As with most asset classes in the lead up to March 2020, Bitcoin prices cruised into the new year in 2020 racking up a 44% rise.

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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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