Mercer Advisors has acquired Fifteenth, an AI-native tax firm, to deepen integrated family office services as more UHNW clients seek tax planning alongside wealth management.
Simple’s Family Office Software & Technology Report 2026 finds clean data, internal capacity and privacy, not a lack of software, decide how far family offices get with technology and AI.
White Bridge Capital and its international network of family offices have invested in Gencom’s acquisition of the 308-key Rosewood London, as the firm extends its platform beyond the Americas.