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The average strategic asset allocation at large, single-family offices.
Oct 3, 2025
Oak HC/FT led the Series B funding round for the company, as assets on the platform more than doubled to over $250 billion during the past 14 months.
Sep 14, 2025
A visualization of software and services used by single-family offices.
Aug 15, 2025
Hundreds of family offices shared details about their focus, long-term incentive plans, and operational costs that they hadn’t previously disclosed.
The tax and consulting firm, which works with many family offices, previously had a similar relationship with Canoe Intelligence.
Mar 11, 2025
Mervin Burton, formerly of Carnegie Corporation, and Peter Lupoff, who worked at Third Avenue Management and Millennium, recently joined the new multifamily office.
Jan 16, 2025
Clarity arrives after a block on the law, which the Justice Department has appealed.
Dec 7, 2024
A nationwide block of the Corporate Transparency Act has jolted stakeholders as a January deadline approaches.
Dec 5, 2024
Independent, exclusive journalism and more for family-office professionals.
Sep 17, 2024
