"We expect purpose-built infrastructure to become the norm in this segment, and our aim is to define what that standard looks like,” Asseta Co-founder Dean Palmiter told Modus.
Private foundations increased the number of grants they made and the total amount of money donated — trends expected to continue this year.
The inaugural report, based on a survey of over 300 family offices, echoes those of other banks but has its own insights.
A former single-family office executive and another art advisor recently joined the unit dedicated to the wealthiest private clients in the U.S., bringing its total to about 60 professionals.
The investment consultant and OCIO recently laid off about 75 employees. Some who lost their jobs could be sought after by family offices, which face a chronic struggle to find workers.
The percentage of offices using leverage hasn’t changed, but how they use it has, according to a first-ever report by Deutsche Bank.
Adoption of automated investment reporting and wealth aggregation platforms jumped this year, according to a report released this week by RBC and Campden Wealth.
The serial entrepreneur and former CEO of Intuit and PayPal explains his latest startup, how he invests his own wealth, and why he does any of it in the first place.
We're tracking the average strategic asset allocation at large, single-family offices, so you don't have to.
The average strategic asset allocation at large, single-family offices.
Three categories and more than 20 companies were added to v3.
The bank released its 2025 global family office report. Michael Mann and Anchor Capital responded to litigation. The alts management software raised $52 million in funding.
