How family offices extend beyond wealth management

When it comes to family offices, it can seem easier to define them by the services…

Geopolitical Risks Force Family Offices Into Liquid Alternatives, Cash

Geopolitical uncertainties are forcing family offices out of U.S. equities, diversifying into cash and liquid alternatives,…

OTPP Acquires Portfolio of Spanish Dentist Offices

The Ontario Teachers’ Pension Plan will acquire 100% of Spanish dental provider Donte Group, which owns…

Should RIA offices be remote or in-person

This is the sixth installment in a Financial Planning series by Chief Correspondent Tobias Salinger on…

How Family Offices Should Tackle Hiring, Retention Challenges

Finding and retaining experienced and qualified investment talent remains a challenge for family offices, according to…

Family Offices Boost Private Credit Allocations Amid Market Shifts

(Bloomberg) — Family offices want more of the private credit boom. More than half of 175…

Family Offices Lean Further Into Alts, Crypto

Family offices are increasingly bringing their investment operations in house and are allocating more of their…

Advisor offices in residences doubled in last few years

When COVID-19 changed the world, Zoom spread the familiarity of virtual meetings. Now, the meaning of…

Building a multifamily office’s tech: Show Me Your Stack

Welcome to “Show Me Your Stack,” a series from Financial Planning in which we interview those…

Debunking the Snowflake Myth of Family Offices

There’s a well-worn phrase in wealth management: “If you’ve seen one family office, you’ve seen one family…

Six family offices to watch in the Baltics

Estonia, Latvia, and Lithuania may be among the smallest countries in Europe, but they’ve consistently punched…

11 family offices for startups to tap into in the Nordics

The Nordics are home to plenty of wealthy families who’ve made their money from everything from…