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. 

Jun 25
Financial advisors embrace virtual prospecting during pandemic

Poll reveals majority leveraging digital marketing, but held back by lack of skills and resources

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.

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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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