Family Office News

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Private Market Investments Are Going Mainstream, Hightower Exec Says

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Retail investors should be adding private equity to their portfolios, Hightower Managing Director Robert Picard says.

Wilmington Trust CEO To Exit $79 Billion Wealth Manager

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Doris Meister, who has led Wilmington since 2016, will remain a consultant with the bank.

Pathstone Boosts Total Assets Over $100B By Adding $3B AUM Colo. RIA

by FA Staff

Pathstone bills itself as one of the largest RIAs serving the ultra-high-net-worth segment.

Why RIAs Are Dissatisfied When They Sell

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The level of total financial payout is the most critical factor determining satisfaction.

Prospera Launches Family Office Services Platform

by FA Staff

The platform gives advisors to ultra-high-net-worth clients access to a new set of services.

Dallas-Based True North Advisors Corrals Two Equity Partners

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The $3.3B advisory wins both equity and on-going M&A support in Wealth Partners and HGGC.

Ex-JPMorgan Private Banker Who Ran $24B Forms Family Office Firm

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After a yearlong hiatus, David Nolet has launched a full-service multifamily firm in Fort Worth.

Sponsored Content: Austin Collins--Turning Goals Into Reality

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Austin Collins of Integrated Wealth Advisors designed a business that enables him to bring amazing value to his clients.

Sequoia Financial Unveils Boutique Family Office

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The ultra-high net-worth client has been a growing business for the Akron, Ohio-based firm.

Wellspring Founder Offers 5 Essential Steps To RIA Growth

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Advisors have to start by focusing on business development, Wellspring founder Michael Novak says.

Family Office Finds Success With Flat Fee Structure

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Alpha Capital Family Office has eschewed asset-based fees for its ultra-nigh-net-worth clients.

Family Office Pitcairn Names Head Of Wealth Management

by FA Staff

J. Matthew McCarte has been with the Jenkintown, Pa.-based firm for 25 years.

5 Ways Wealth Management Firms Can Power Their Growth

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The financial services industry is facing a period of change like no other. Here's how to adapt.

How New Wealth, Few Rules Fuel Family Office Boom

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Like families themselves, family offices vary widely.

Deutsche Bank's Asset Manager Targets 'Holy Grail' Of World's Ultra Rich

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DWS Group is approaching high-net-worth individuals and family offices globally.

Cybercriminals Are Coming To Get Your Clients' Assets

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Cyber threats and what wealth managers will be forced to do about them will disrupt the industry.

Pathstone To Buy Pennsylvania Multifamily Office Veritable

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The Englewood, N.J.-based Pathstone will add more than $17 billion in client assets with the acquisition.

Family Offices Are Shaking Up Asset Allocations, UBS Says

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They are also grappling with transferring wealth to the next generation.

Certuity Expands Services For Wealthy Clients With First Republic's Lee

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Daniel Lee has been appointed to fill a new role as partner and chief revenue officer.

Ultra-Rich Investors Ready To Put Cash To Work, Goldman Says

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Family offices are preparing to take on more investment risk, according to a survey by the firm.

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