Family Offices Need Fresh Thinking To Attract Next Generation Talent

Dew Wealth Management’s 2026 Entrepreneur Wealth Report finds that business owners’ wealth often sits outside the portfolios traditional advisers are paid to manage, leaving many with partial professional teams.

Mercer Advisors has launched an in-house Philanthropic Services team for its high and ultra-high-net-worth clients, linking charitable giving with their investment, tax and estate planning at no extra cost.

BNY Wealth’s survey of 290 single family offices finds alternatives now account for 60% of portfolios, with 56% planning more infrastructure and 61% saying AI has improved outcomes.