Insert from  Goldman Sachs brings art advisory service to Asia’s ultra-rich  Goldman Sachs has begun providing advice on art and collectibles to ultra-wealthy people in Asia, including ... See More

Family Office Deal Tracker  FintrX 4/3/25 Capricorn Investment Group was involved in a $98M additional funding round for HeartFlow, Inc., a CA-based innovator in AI-driven coronary artery ... See More

Are family offices deals are getting larger and more complex? In recent years, the number of family offices has swelled and they are fast evolving beyond traditional asset management, accor ... See More

 Foundation Source, a provider of scalable technology solutions for donors, nonprofits, institutions, and the wealth advisors who serve them, announced it has acquired Giving Place, a softw ... See More

Why the Family Office Market Could Be Bigger Than Private Equity and Venture Capital Combined   Source:https://www.nasdaq.com/videos/why-family-office-market-could-be-bigger-private-equit ... See More

1. Direct Indexing with Year-Round Tax Loss HarvestingTax loss harvesting isn’t new. But automating it, scaling it, and doing it all year long is a different story.Cerulli’s 2022 report ... See More

 Northern Trust Wealth Management has announced the expansion of its family office services with the launch of Family Office Solutions, a new offering targeting ultra-high-net-worth familie ... See More

T5 Equity Partners has participated in a $3.5M Seed round for Faura, a startup firm that helps insurance firms identify houses and businesses in disaster regions, after the recent wildfires ... See More

 With foreign capital on the decline, the spotlight is now on Indian family offices to step up and invest more in the private sectorTraditionally focused on managing real estate, equity and ... See More

Are Global Cities Battling to Attract Family Offices?  Major financial hubs — from London to Dubai, Hong Kong to Singapore — are actively competing to capture a slice of this booming m ... See More

The Wharton 2024 Family Office Survey is one in a series of reports from the Wharton Global Family Alliance. The detailed 2024 report regarding the findings of the survey is distributed excl ... See More

A report by HSBC Global Private Banking and Campden Wealth looked at the state of European family offices, surveying 101 offices that accounted for $136 billion in combined wealth. Ensuring ... See More

The children's nutrition focused food brand, Troovy received $2.4M in a Seed round with backing from Harsh Mariwala's family office, Sharrp Ventures  Source of Information:  Disclaimer: ... See More

ICONIQ Capital Family Office participated in a series C funding round for Statsig, a feature management and experimentation platform, raising $100M Source of Information: Disclaimer:All co ... See More

Why is one of the world’s most influential talent agencies expanding from managing fame to managing wealth?Creative Artists Agency (CAA) is entering the Family Office space with a new advi ... See More

Boston Family Office LLC decreased its stake in shares of Nestlé S.A. (OTCMKTS:NSRGY - Free Report) by 17.0% in the fourth quarter, according to the company in its most recent Form 13F fili ... See More

Navigate the challenges confronting the modern family office industry, from complex regulatory environments to the shifting landscape of private capital investments. As capital flows increas ... See More

Family offices are expected to help drive a four-fold global growth in the use of evergreen funds investing in private equity and credit to nearly $AU65 trillion over the next decade, accord ... See More

Texas-based VisionPoint Advisory Group and Mississippi-based Navitas Wealth Advisors merged to form Balefire, a Dallas-based RIA advising on $3.7B in assets, with nearly 60 employees across ... See More

Rockefeller Snags Billion-Dollar Merrill Team, $200-Million UBS Duo by Karmen AlexanderMarch 28, 2025 Rockefeller Global Family Office  landed on Friday two teams that managed $1.2 billio ... See More