An acquisition of 49 percent of JRS Asset Management means Söderberg & Partners will get additional skills and experience in wealth management. However, JRS will continue to operate under its own brand.
Northern Trust is celebrating 30 years in Singapore, where its Global Family Office business has served single family offices and private investment companies across Asia Pacific since 2022.
The Cardinale Family Office has made a strategic investment in duPont REGISTRY Group, the AI-powered platform for luxury and exotic cars, adding a collector family to its investor group.
A new Morgan Stanley Family Office paper sets out a six-part framework and four executive moves to help family offices stay aligned through governance changes, succession and generational transitions.