Family Office
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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.
Nov
13
Family Offices Take the Wheel in Private Investments
Family offices are playing a growing role in the private market by directly investing in private companies, often bypassing traditional private equity funds, as a recent survey reveals. According to a survey by Bastiat Partners and Kharis Capital, half of family offices plan to pursue “direct deals” over the next two years, opting to invest […]
Nov
11
Family Asset Management Joins Sequoia Financia
Sequoia Financial Group, a wealth management firm based in Akron, Ohio, managing $21.5 billion in assets as of September 30, 2024, has acquired Family Asset Management (FAM), an investment advisory firm from Charleston, South Carolina. Financial terms of the acquisition remain confidential. Founded in 2004, FAM is an SEC-registered investment advisor managing over $300 million […]
Nov
08
New Tax Solution from Callan Family Office
Callan Family Office, a $6.5 billion registered investment advisor established in 2022 by former Abbot Downing executives, has introduced a tax overlay management program aimed at maximizing after-tax returns for ultra-high-net-worth (UHNW) families. This program is supported by a collaboration with Aris Investing, a tech-powered SMA platform. Daniel Burke, investment partner at Callan Family Office, […]
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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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