While headlines focus on AI earnings and Fed policy, a landmark U.S. tax reform has quietly reshaped the future of generational wealth. The “One Big Beautiful Bill” introduces sweeping, permanent changes that will redefine how family offices manage succession, structure estates, and invest for the long term.
SEI has announced that Executive President Sandy Ewing has been appointed to lead the company's family office and regulatory services, where she will work with the company's segment leaders to advance business opportunities and develop growth strategies in existing and new markets.
New App, Uprise launches to help Gen Z with their money and has raised $1.4m in its seed round.
Sanctuary Wealth, a platform for the next generation of elite advisors has expanded its footprint in New York City with the addition of Crescent Family Pine Family Office Group in Rye, N.Y led by Ronan O'Byrne, the Founder and Managing Partner of the group.
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