Family Office

NEWS

Family Offices Ignore the ‘Sell America’ Mood With a Fresh Wave of US Deals

Family offices are continuing to make major investments across the United States, buying into everything from crypto businesses to consumer food brands, even as some market participants pull back due to geopolitical tension and economic uncertainty.

Oct 16
7 Essential Tax Planning Tips for Family Offices and UHNWIs

Discover 7 essential tax planning tips tailored for family office executives and UHNWIs. Learn practical strategies to optimize wealth and minimize tax liabilities.

Oct 15
David Rubenstein’s Family Office Launches New Private-Markets Secondary Firm

David Rubenstein, the co-founder of The Carlyle Group, has backed the launch of a new independent investment firm, Hobe Mountain Capital, which has spun out from his family office, Declaration Capital. Key Details of the Spinout: The new firm plans to continue working closely with Declaration Capital, helping to deploy family office capital into this […]

Oct 15
Complete Guide to Tax-Efficient Investing Strategies

Tax-efficient investing explained for family offices: explore investment types, key strategies, regulatory frameworks, and hidden pitfalls in this comprehensive guide.

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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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