Family Office

NEWS

Family Offices Open 2026 With Fewer Bets, Bigger Tickets

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 motorcycle racing. 

Jul 23
Tips For Setting Up Your Own Family Bank

If there’s one financial strategy that’s never failed me, it’s cashflow banking. I wrote about this strategy in my book What Would Billionaires Do?, but the basic premise is: start earning interest instead of paying it, cut out the middleman (the bank), and have access to your money before 59½, along with a multitude of other benefits.

Jul 23
Blood and Equity: Family Offices Flock to PE

Large family offices are veering towards private equity investment during the economic turmoil caused by the coronavirus pandemic, a new study and interviews with family office CIOs reflects.

Jul 15
5 Keys To Constructive Succession Planning During Crisis

Legacy planning is a sensitive topic for anyone, and the world’s affluent aren’t an exception. Here we’ve gathered five key succession planning tactics observed from the UHNWI worldwide.

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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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