Mercer Advisors Adds AI Tax Firm to Deepen Family Office Services
Mercer Advisors has acquired Fifteenth, an AI-native tax firm, to deepen integrated family office services as more UHNW clients seek tax planning alongside wealth management.
Jun
11
As banks refuse to lend, small firms’ crunch highlights lack of credit options
Nonprofit Ogen social bank seeks to fill gap with philanthropy-backed loans, but much more is needed to battle financial squeeze caused by pandemic
Jun
11
Cambridge Associates Opens German Office To Support European Clients
Global investment company Cambridge Associates (CA) announced today the opening of an office in Munich , Germany, to support its European client base.
Jun
11
Investor Evolution in Commercial Litigation Finance
As with any new industry, there is much risk and trepidation with respect to whether (i) the concept will work, (ii) the concept will be profitable, (iii) the concept will be scalable and (iv) the concept will attract investment support. Oh, and in the case of litigation finance, (v) whether the concept is in fact legal.
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How to Evaluate Investment Opportunities for Family Offices
Discover how to evaluate investment opportunities with a proven step-by-step guide for family offices and UHNW investors, leading to informed wealth strategies.
January 15, 2026
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Why Network With Family Offices: Strategic Advantages
Why network with family offices? Learn about connection opportunities, collaboration models, investment access, risks, and value for UHNW investors.
January 14, 2026
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Role of Portfolio Manager – Impact on Family Offices
Role of portfolio manager in family offices: explore responsibilities, investment strategies, regulatory demands, and risk management for UHNW investors.
January 13, 2026
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