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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.

Sep 24

Citi’s Global FO Survey: Optimism Holds Despite Geopolitical Strains

Citi Wealth has released its 2025 Global Family Office Report, offering a detailed look at how some of the world’s largest private wealth managers are navigating today’s challenges. Compiled by Citi Wealth’s Global Family Office Group, which serves more than 1,800 offices worldwide, the report examines investment sentiment, portfolio activity, and operational priorities amid geopolitical […]

Sep 24

Understanding Sustainable Wealth Management Trends

Explore sustainable wealth management trends to grasp their importance, mechanisms, and key concepts in today's investment landscape.

Sep 22

Credit Suisse veteran takes vice chair role at multi-family office Alder Investments

Seasoned banker Sung June Hwang, a long-time Credit Suisse executive, has joined Korean multi-family office Alder Investments as vice chair. According to his recent LinkedIn announcement, Hwang will be central to Alder’s strategy of strengthening its private wealth management offering for ultra-high-net-worth families and entrepreneurs in Asia. His appointment signals Alder’s intent to compete more […]

Drive Durable Gains

Family Office List provides the essential direct contact details needed to initiate a connection and begin building virtual relationships with the decision-makers at Family Offices.

What's Really Your Personal Liability with PPMs

As you begin to learn how to include personal liability in a PPM, you’ll want to know some of the challenges of doing this, as well as overall financial and personal responsibility.

Knock out COVID-19: 9 Tips To Manage Your Remote Startup Team Efficiently

Coronavirus pandemic changes the work culture across the globe right now. In fact, it has already introduced a remote model in the daily life of many companies that earlier had no clue that business

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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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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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