While headlines focus on AI earnings and Fed policy, a landmark U.S. tax reform has quietly reshaped the future of generational wealth. The “One Big Beautiful Bill” introduces sweeping, permanent changes that will redefine how family offices manage succession, structure estates, and invest for the long term.
UBS Group AG is restructuring its unit that serves its wealthiest clients to tie the needs of billionaires to its investment banking business
Jack Ginter, the former president of Abbot Downing (a business of Wells Fargo), has left the business to start Callan Family Office. The latter is an independent wealth management firm that will serve ultra-high net worth individuals, families, and foundations and provide customized services, similar to large private banks.
Credit Suisse Group AG lost billions of dollars with the collapse of Archegos Capital Management in 2021. The firm is trying to help the U.S Justice Department build a case regarding block trading against Goldman Sachs Inc, and Morgan Stanley.
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