Family Office

NEWS

Rockefeller Capital draws new investment from Chanel family office and others

Rockefeller Capital Management — the modern successor to John D. Rockefeller’s historic family office — has attracted fresh investment from some of the world’s wealthiest families, according to CNBC.

Jun 25
Wilmington Trust Business Owners Outlook Reveals Increasing Gaps and Differences Between Women and Men Business Owners Amidst the Pandemic

Lack of networking opportunities, access to capital, and obtaining funding top the list of intensifying challenges women business owners are facing

Jun 24
Creative Planning Acquires Sunrise Advisors

Creative Planning Inc. ("Creative Planning"), one of the nation's largest Registered Investment Advisers ("RIA"), today announced the acquisition of Sunrise Advisors, an RIA firm located in Leawood, Kansas. Sunrise Advisors provides comprehensive financial planning and investment management for clients with approximately $700 million in Assets Under Management.

Jun 24
Fidelity research shows COVID-19 steering advisers toward technology

The research points to a 50% increase in digital marketing strategies since pandemic hit

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It wasn’t until the 1980s that family offices started to multiply, first in the US, then elsewhere. It was around that time that the wealth held by families began to grow at a significantly faster rate.

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