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Dramatic spending on artificial intelligence has suddenly made it a pillar of budgets at wealth management firms, according to a survey by F2 Strategy.
Jul 24, 2026
The software company already had three patents, which it has accused more than a dozen other companies of violating.
Jul 17, 2026
In 2023, Lazard Asset Management acquired Whalen’s company, Truvvo Partners, and formed Lazard Family Office Partners.
Jul 10, 2026
Keith Soura is replacing Joel Stein, who co-founded the software company and is leaving.
Jul 3, 2026
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.
Jun 26, 2026
The competition for family-office customers is about to get fiercer. The stakes are especially high for venture-backed startups, founders and consultants say.
Jun 19, 2026
Unbeknownst to two consultants until this week, someone started using their old domain name to publish content about family offices.
Jun 12, 2026
Artificial intelligence was omnipresent at the bank’s annual conference while executives craved human connection as much as ever.
Jun 5, 2026
More family offices are shifting their portfolios than usual, and in ways unlike in recent years.
May 29, 2026
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.
May 22, 2026
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.
May 15, 2026
Or many jobs in finance, according to journeyman of accounting, banking, asset management and other industries recently surveyed by the CFA Institute.
May 8, 2026
The Wall Street Journal editor shares why and how he wrote “House of Fidelity,” the most detailed account yet of the Johnson family and their powerful financial firm.
May 5, 2026
After a stint at a private-credit firm, the executive returns to allocating and will help guide 550 of the largest private investment portfolios.
May 1, 2026
Two veterans of single-family offices started the nonprofit project called The Cyber Foundation.
Apr 24, 2026
Consulting firm F2 Strategy published a report about the evolving operations of wealth management firms. Single-family offices should read it, too.
Apr 17, 2026
David Chie put years of search experience, the latest AI tech, a hot brand agency's advice, and his own money into making Maple Drive a self-service hiring wonder for family offices. They still want to talk to him on the phone.
Apr 10, 2026
Every conversation William Villanova, the president of Frank E. Campbell, has with a family office starts with the same question and often ends with this specific advice.
Apr 3, 2026
Bastiat Partners, a boutique investment bank in Los Angeles, is creating a summer program that it says will actually prepare college students for family-office investment jobs.
Mar 27, 2026
Sara Naison-Tarajano, who formalized Apex, the group of investment bankers dedicated to family offices, has been named head of the bank’s company-sponsored wealth management business.
Mar 20, 2026
An email forwarded to Jeffrey Epstein in 2012 describes family offices much as they are today: interested in direct investments and “too tough to crack.” It didn’t deter him.
Mar 13, 2026
The education platform is offering 20 families a $100,000 lifetime subscription and raising capital to develop an AI platform.
Mar 6, 2026
The company says its new artificial intelligence tool and the agents under development will help family offices achieve “new levels of operating leverage.”
Mar 3, 2026
Many categories and companies have been added, and others will be. But the map’s destiny could be a more consolidated, less interesting visualization of the software powering single-family offices.
Feb 27, 2026
The founder of the healthcare advisory firm Wellworth, and former hospital administrator, on how his company is changing, what excites and frustrates him about medicine, and his take on “The Pitt,” in an interview with Modus.
Feb 20, 2026
