Family Office

NEWS

Milken Family Office Alumni Raise Record Credit Fund

Silver Rock Capital Partners has successfully raised its largest credit fund to date, securing over $4 billion to lend to large, financially distressed companies.

Oct 28

7 Succession Planning Best Practices for Family Offices

Discover 7 essential succession planning best practices for family offices, UHNW investors, and advisors. Learn practical steps to secure long-term legacy.

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.

For A Business Family, Legacy Is More Than Just What You Have Earned

A true family legacy is more than just the legal documents distributing your assets when you die. In order to nurture the legacy, you must understand what your family legacy is. A true family legacy

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.

Risk management, Mandelbrot! and us all

Current shock brings the risk management topic back into focus. Many like Nassim Taleb praise Mandelbrot as the resilient statistical approach to assessing uncertainty. What is it really about?

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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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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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