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.
Rockefeller Global Family Office has strengthened its new Naples, Florida office with The Kellam Group, a wealth management team joining from Truist.
Wells Fargo's 2026 Wealth Transfer Study finds sharp gaps between Baby Boomer parents and their adult children on inheritance, estate plans and family business succession.
Ground Control Business Management, a division of Wealthspire, has acquired London-based private wealth manager Atlantic Swiss, which has more than $1 billion (£800 million) in assets.
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