Family Office News
Keep up with the latest family office news to learn how these wealth management firms are serving ultra-high-net-worth (UHNW) investors.
February 02, 2024
Adam Malamed Reflects on First Year as Sanctuary Wealth CEOHe has been working on strategic acquisitions "since before it was cool to be independent," he says.
September 29, 2023
Don't Serve Your UHNW Clients Like It's 1985Advisors still do complex work for ultra-wealthy families in Excel. They need to move on.
September 01, 2023
The 3 Types of UHNW Clients and How to Serve ThemAdvisors who fail to keep their wealthier clients on solid legal footing risk losing them, says David Guin.
July 26, 2023
J.P. Morgan Private Bank Adds UHNW Family Office ServicesThe bank says it is working with over 40% of U.S. families with a net worth of over $100 million and more than half of America's billionaires.
July 12, 2023
Captrust Expands in South by Adding $2B Family OfficeAdding Southern Wealth Management will more than double Captrust's existing tax practice, according to the firms.
July 06, 2023
Cerity Partners Adds UHNW Firm in New YorkAJ Wealth manages over $2 billion in assets and specializes in family office services.
May 09, 2023
Cresset Merges With True Capital to Form $33B Multi-Family OfficeVeteran wealth management investment banker Liz Nesvold joined the merged company as president.
April 19, 2023
10 Trends Shaping the Wealth Management IndustryThere's movement in the wealth management industry, and firms looking to succeed will have to adapt.
February 01, 2023
Mariner Wealth Hires John Hancock ExecTodd Cassler comes on board to serve as the firm's chief strategy and growth officer.
December 05, 2022
4 Questions to Ask About Alternative Investments and Wealth ToolsAs more advisors turn to alternatives, how can they best combine their clients' investment and financial planning information?