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
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
A growing number of affluent Indian families are joining the ranks of the Ambanis, the family behind Reliance Industries, in establishing family offices in Singapore
Founders should prioritize finding family office investors whose expertise aligns with their industry. Family offices, known for providing patient capital, invest heavily in startups, contributing
Evoke Advisors, a $25.3 billion RIA specializing in ultra-high-net-worth clients, is acquiring Crescent Bay Advisors, a California-based multi-family office. This acquisition strengthens Evoke’s family office
The private credit sector has seen explosive growth, reaching $1.7 trillion, yet family offices are showing less enthusiasm for it this year. Data from Preqin
Arthur Hayes’ family office, Maelstrom, is navigating the uncertainty of the U.S. election with a hedged position, holding 5% of its portfolio in staked USDe,
Sara Naison-Tarajano, a key leader at Goldman Sachs, has shaped Apex, a specialized team advising some of the world’s wealthiest family offices. This team, launched
The family office sector is becoming a major focus at top business schools, with universities introducing new programs to prepare future leaders in the field.
European family offices are increasingly drawn to Hong Kong due to the city’s favorable policies and the growth potential of China, according to BNP Paribas’
