Family Office
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Where Billionaire Family Offices Placed Their AI Bets in November
Family office investment activity remained subdued in November despite the typical year-end uptick seen on Wall Street.
May
17
Edward Jones: How We’re Adapting to the COVID-19 ‘New Normal’
No organization could have anticipated the unprecedented global implications of COVID-19. The swift and relentless nature of the pandemic impacted the global economy in ways not seen during previous crises. Businesses across all industries were faced with critical decisions as they executed business continuity plans.
May
16
Wealthech Smarterly Raises £7 Million in Series A Funding led by Major Oak
Wealthtech firm Smarterly has raised £7 million in a Series A funding round led the family office of Major Oak that provided £5 million.
May
16
New Webinar and Whitepaper Highlight Key Benefits of Collective Investment Trusts for Retirement Plan Advisors
Wilmington Trust, a leader in institutional trust services and the first financial institution to launch searchable tickers for collective investment trusts (CITs), recently hosted a webinar and launched a new whitepaper to highlight the advantages of CITs for advisors working with sponsors of defined benefit and defined contribution plans – particularly 401(k) plans.
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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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