Family Office

NEWS

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.

Oct 27

Family Offices Grow Cautious Amid Dollar Decline and Tariff Concerns

Family offices are taking a more defensive stance in 2025, as new U.S. tariffs and ongoing geopolitical tensions weigh on sentiment. According to a recent survey by RBC Wealth Management and Campden Wealth, over half of ultra-wealthy investment firms now see cash and other liquid assets as offering the best returns in the next year, […]

Oct 27

Portfolio Diversification Step by Step for Smarter Investing

Master portfolio diversification step by step with our expert guide for family offices and UHNWIs. Learn proven actions to build, monitor, and optimize your investments.

Oct 26

Best Investment Management Tools – Expert Comparison 2025

Discover the best investment management tools in 2025. Compare 8 top solutions to find the right fit for your investment needs.

Finlight, an asset management software provider for family offices, appoints three new Non-Executive Directors

Finlight is proud to announce that Adam Denning, Etienne de Merlis and Justin Abbott Chalew have joined the company as Non-Executive Directors.

How Preserving A Family's Story And Purpose Contributes To Wealth Preservation

Families who preserve their story preserve their wealth

Get Ready for the Rebound

There are actions you can take today, with the time you have in front of you that can drive durable gains.

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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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Recently added family offices

The latest family office additions

Oak Island Ventures

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http://www.oakislandventures.com/

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Matter Family Office

At Matter, families are our number-one priority. We lead the way on a purpose-driven path that supports your…

https://www.matterfamilyoffice.com

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ULATAN HOLDINGS INC

Ulatan Holdings, Inc. (UGI) is a family-owned corporation based in New York, NY. We have a broad investment…

HTTPS://UGICAPITAL.COM

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Service Providers

Need help? We have providers for everything from software to financial advice. Here are our latest community members.

Landytech

Powering the modern family office for generations to come

https://www.landytech.com

SS&C Technologies - Private Capital Group

Eliminate the cost, risk and time of integrating disparate systems

https://www.ssctech.com/solutions/products-a-to-z/ss-c-private-capital-group

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