Family offices are continuing to make major investments across the United States, buying into everything from crypto businesses to consumer food brands, even as some market participants pull back due to geopolitical tension and economic uncertainty.
Discover family office governance principles with this comprehensive guide. Explore governance frameworks, board roles, risk management, and best practices.
Rockefeller Capital Management — the modern successor to John D. Rockefeller’s historic family office — has attracted fresh investment from some of the world’s wealthiest families, according to CNBC. The firm, led by CEO Greg Fleming, will announce a new financing round valuing it at $6.6 billion, more than double its 2023 valuation of $3 […]
Comprehensive guide on the wealth transfer planning process for family offices. Covers core methods, legal frameworks, key risks, taxes, and compliance essentials.
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