Does AI Need a Dedicated Line Item at the Family Office?
Dramatic spending on artificial intelligence has suddenly made it a pillar of budgets at wealth management firms, according to a survey by F2 Strategy.
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iPaladin Gets a New Patent and a Favorable Court Ruling in Its Lawsuit Against Orca
The software company already had three patents, which it has accused more than a dozen other companies of violating.
Casey Whalen Leaves Lazard for BDT & MSD
In 2023, Lazard Asset Management acquired Whalen’s company, Truvvo Partners, and formed Lazard Family Office Partners.
Novel Insurance Policy for Nefarious Trustees Hits the Market
The Marsh McLennan Agency has created what it says is “first-of-its-kind” coverage for trustees who don’t fall under a family office’s or trust company’s other policies.
A Surge in New Family Offices—Fueled by Mega IPOs—Will Spark a Total Software War
The competition for family-office customers is about to get fiercer. The stakes are especially high for venture-backed startups, founders and consultants say.
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Does AI Need a Dedicated Line Item at the Family Office? Featured
Dramatic spending on artificial intelligence has suddenly made it a pillar of budgets at wealth management firms, according to a survey by F2 Strategy.
iPaladin Gets a New Patent and a Favorable Court Ruling in Its Lawsuit Against Orca Featured
The software company already had three patents, which it has accused more than a dozen other companies of violating.
Casey Whalen Leaves Lazard for BDT & MSD Featured
In 2023, Lazard Asset Management acquired Whalen’s company, Truvvo Partners, and formed Lazard Family Office Partners.
The New Arch CTO Has an Explicit Mandate: Unlock AI Insights for Its Customers
Keith Soura is replacing Joel Stein, who co-founded the software company and is leaving.
Novel Insurance Policy for Nefarious Trustees Hits the Market Featured
The Marsh McLennan Agency has created what it says is “first-of-its-kind” coverage for trustees who don’t fall under a family office’s or trust company’s other policies.
A Surge in New Family Offices—Fueled by Mega IPOs—Will Spark a Total Software War Featured
The competition for family-office customers is about to get fiercer. The stakes are especially high for venture-backed startups, founders and consultants say.
A Family-Office Website Has a New Mystery Operator
Unbeknownst to two consultants until this week, someone started using their old domain name to publish content about family offices.
A Paradox at Goldman Sachs’s Apex Family Office Symposium
Artificial intelligence was omnipresent at the bank’s annual conference while executives craved human connection as much as ever.
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.
Addepar’s AI Is Already a Hit. The Cost Will Get Sorted Out Later.
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
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.
Two Skills That Could Land You That Family-Office Job
Or many jobs in finance, according to journeyman of accounting, banking, asset management and other industries recently surveyed by the CFA Institute.