Mercer Advisors Adds AI Tax Firm to Deepen Family Office Services
Mercer Advisors has acquired Fifteenth, an AI-native tax firm, to deepen integrated family office services as more UHNW clients seek tax planning alongside wealth management.
Apr
22
Gen Next, Strategy Next: The High-Stakes Overhaul of Family Offices
The “old guard” is handing over the keys, and the new drivers have a very different roadmap. According to a recent study by Ocorian and PureProfile, family offices are undergoing a massive strategic overhaul as younger heirs step into leadership roles. The New Playbook The survey, which covered firms managing nearly $120 billion, reveals that […]
Apr
20
Forest City SFZ Emerges as Cost-Effective ‘Twin Hub’ for Family Offices
Malaysia is intensifying its efforts to market the Forest City Special Financial Zone (SFZ) as a strategic, low-cost alternative for family offices, positioning the zone as a “secondary base” to complement Singapore’s established but increasingly expensive wealth management ecosystem. Since its launch in late 2024, the SFZ—a cornerstone of the broader Johor-Singapore Special Economic Zone […]
Apr
17
Beyond Borders: Family Office Strategies for a World at War
The escalating conflict in Iran has triggered a seismic shift in how the world’s wealthiest families manage their fortunes. As energy markets reel and economic sanctions tighten, ultra-high-net-worth (UHNW) investors are rapidly establishing international branches of their family offices to hedge against an increasingly fractured global landscape. According to wealth management experts, the primary drivers […]
Insights
How to Evaluate Investment Opportunities for Family Offices
Discover how to evaluate investment opportunities with a proven step-by-step guide for family offices and UHNW investors, leading to informed wealth strategies.
January 15, 2026
Insights
Why Network With Family Offices: Strategic Advantages
Why network with family offices? Learn about connection opportunities, collaboration models, investment access, risks, and value for UHNW investors.
January 14, 2026
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Role of Portfolio Manager – Impact on Family Offices
Role of portfolio manager in family offices: explore responsibilities, investment strategies, regulatory demands, and risk management for UHNW investors.
January 13, 2026
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