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 03
Investments into startups remain muted with focus on early-stage deals

The funding into the Indian startup ecosystem remains muted for the first week of May as the impact of the coronavirus outbreak is still strong and the investments were dominated by smaller sized deals, except for one single large investment.

May 02
Caroline Bay: a hotel versus single-family office community

Albert Einstein wrote if you keep doing the same thing over and over again and expect a different result, it is the definition of madness. Looking back over the past 30 years, from a high of 11,000, the Bermuda hotel industry has shrunk to about 2,300 hotel rooms. Major hotels such as the Bermudiana were […]

May 02
Despite COVID-19 Disruption Private Equity Firms Are Still Acquiring Wealth Managers

The economy is on pause and scores of businesses are facing huge losses, but for private equity the hunt for wealth management firms continues. Why? Because the demand for financial advice may be even more acute now and advisory firms offer a welcome annuity stream of reliable income in spite of overall market volatility.

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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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