Allocation Alterations, Dollar Fears and Fewer Direct Investments: The Aberrant Findings in UBS’s 2026 Global Family Office Report
More family offices are shifting their portfolios than usual, and in ways unlike in recent years.
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Allocation Alterations, Dollar Fears and Fewer Direct Investments: The Aberrant Findings in UBS’s 2026 Global Family Office Report Featured
More family offices are shifting their portfolios than usual, and in ways unlike in recent years.
Addepar’s AI Is Already a Hit. The Cost Will Get Sorted Out Later. Featured
Roughly half of Addepar’s 1,400 client organizations are using the Addison tool that debuted in March, and it’s spending “as much as it takes” to quickly deliver more powerful capabilities and agents to users this year.
Chicago Booth’s Family-Office Ambitions Featured
One of the top business schools appointed the first executive director for its Family Office Initiative and plans to expand its curriculum, research, and in-person gatherings for family offices.
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