The Family Office, a Gulf-based wealth management firm, has announced it will hold its upcoming investment summit, Investing Is a Sea, from 29 to 31
Despite heavy marketing from data and AI vendors, top advisers to the ultra-wealthy say artificial intelligence has yet to transform how new clients are won.
A Zurich-based multi-family office believes artificial intelligence offers a clear opportunity to pull ahead of a wealth management industry that is adopting the technology more
Panama’s residency-by-investment framework has become increasingly relevant to globally mobile leaders who evaluate jurisdictions through the lens of risk management, optionality, and long-term positioning rather
Family offices are undergoing a profound shift. Once modest, back-office operations focused on administration and preservation, many have evolved into highly sophisticated investment platforms with
California-based RIA Angeles Wealth Management has completed its first acquisition, purchasing a boutique family office firm to form a new affiliate, Angeles Family Office (AFO).
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Family office investment activity slowed sharply at the end of the year, even as younger heirs continued to pursue selective deals in areas such as
For years, shipping magnate John Fredriksen ran his family office from London’s affluent Chelsea district. Recently, however, the 81-year-old shifted to far more modest offices
Family offices expanded their exposure to cryptocurrencies over the past year, with a notable number making their first investments in the asset class. However, industry
