Family Office

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Where Billionaire Family Offices Placed Their AI Bets in November

Family office investment activity remained subdued in November despite the typical year-end uptick seen on Wall Street.

Oct 15
David Rubenstein’s Family Office Launches New Private-Markets Secondary Firm

David Rubenstein, the co-founder of The Carlyle Group, has backed the launch of a new independent investment firm, Hobe Mountain Capital, which has spun out from his family office, Declaration Capital. Key Details of the Spinout: The new firm plans to continue working closely with Declaration Capital, helping to deploy family office capital into this […]

Oct 15
Complete Guide to Tax-Efficient Investing Strategies

Tax-efficient investing explained for family offices: explore investment types, key strategies, regulatory frameworks, and hidden pitfalls in this comprehensive guide.

Oct 14
Understanding the Role of Estate Planning for Wealth Management

Explore the role of estate planning in wealth management, emphasizing its importance, underlying concepts, and practical applications.

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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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