The merger between Summit Wealth Group and Premier Private Wealth reflects a broader trend among RIAs moving beyond portfolio management to retain ultra-wealthy clients after
Investment firms linked to some of the world’s wealthiest individuals kicked off the year with a handful of eye-catching deals, including an investment in professional
Family offices are preparing for the possibility of higher inflation this year, with many increasing allocations to real estate and alternative assets as protective measures,
As part of our ongoing examination of how family offices are shifting their global presence, one theme has become increasingly clear: relocation is rarely driven
Family offices are continuing to make major investments across the United States, buying into everything from crypto businesses to consumer food brands, even as some
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
