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 14
Investors set to lose nearly US$500B in dividends as equity income strategy takes a hit

When global equity markets lost around US$16 trillion of their value in a single month this year, the wealthy found themselves no more protected from financial loss than anyone else.

May 13
Byron Trott’s BDT raises $9.1 billion for its latest fund

The Chicago-based merchant bank’s new fund has about 150 investors and will focus on buying stakes in family-owned businesses.

May 13
Credicorp Capital profits plunge over 90%

Credicorp Capital’s asset and wealth management units suffered a major hit to their profits in Q1 and saw their combined assets fall 9.6% to $26.87bn as a result of the coronavirus crisis.

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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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