As private wealth continues to rise across Central and Eastern Europe (CEE), affluent families are turning to more sophisticated structures to manage their fortunes. One model increasingly gaining traction is the Single Family Office (SFO)—a private entity created to oversee the financial, personal, and legacy-related affairs of a single wealthy family.
Sequoia Financial Group, a wealth management firm based in Akron, Ohio, managing $21.5 billion in assets as of September 30, 2024, has acquired Family Asset Management (FAM), an investment advisory firm from Charleston, South Carolina. Financial terms of the acquisition remain confidential. Founded in 2004, FAM is an SEC-registered investment advisor managing over $300 million […]
Callan Family Office, a $6.5 billion registered investment advisor established in 2022 by former Abbot Downing executives, has introduced a tax overlay management program aimed at maximizing after-tax returns for ultra-high-net-worth (UHNW) families. This program is supported by a collaboration with Aris Investing, a tech-powered SMA platform. Daniel Burke, investment partner at Callan Family Office, […]
A growing number of affluent Indian families are joining the ranks of the Ambanis, the family behind Reliance Industries, in establishing family offices in Singapore to manage and grow their wealth. Known for its stable political and economic landscape, favorable business climate, and attractive tax regulations, Singapore has become a preferred hub for these ultra-high-net-worth […]
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