The government is trying to drive money into the local economy.
The wealth managed by North American family offices has grown to an estimated $182 billion, according to a November study.
The world's super-rich women have built up their own family offices in the past decade.
Facing a competition for talent and higher costs, family offices are looking at remote help.
Family offices may need to embrace more transparency and better business practices, observers say.
The Swiss lender likely wants to retain bankers spooked by scandals and shake-ups.
Single-family offices are also concerns about keeping up technologically, according to an EY survey.
Family offices have boomed in number over the past two decades.
Main Street Advisors partners with celebrities in multimillion-dollar deals.
Heather Flanagan has joined Wealthspire from Rockefeller Capital Management.
The Doman Group serves younger high-net-worth clients in the nation's largest states.
The Bellevue, Wash.-based company describes itself as an investment-advisory firm to ultra-high-net-worth individuals.
The New York investment firm recently hired former Blackstone principal Andrew Cocks and Mark Tucker.
The combined entities will oversee approximately $54 billion in AUM and AUA.
The merger with Berman Capital Advisors will add to Cresset Asset Management's Atlanta presence.
One of his firm's first investments, grill-maker Weber Inc., went public this week.
The alternative asset manager's shares have soared amid a flurry of deals and strong earnings.
After closing on the M&A deal, Colony will have 16 offices nationwide and more than 275 team members.
mForce Capital is led by founder and CEO Bradley Bruce, a 33-year industry veteran.
The eight-member Quorum team serves corporate executives, business owners, entrepreneurs and professionals.