Nearly half of family offices said they plan to increase allocations to real estate in coming months, with an emphasis on ...

Their mastery of the UHNW space and commitment to personalized service perfectly align with our mission.”The new unit will be ...

Forty-three percent of family offices globally have experienced a cyberattack during the last two years, with half of those ...

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world ...

It is transforming industries worldwide, and the private wealth management sector, including family offices, is no exception. According to the Citi Private Bank Global Family Office 2024 Survey ...

Two teams of advisors managing more than $1 billion each have announced major decisions about their futures.

Oaks-based SEI Investments has agreed to sell a division of the company to a New York firm, affecting roughly 150 employees.

The past few years have been pivotal for former Florida Senate Pres. Tom Lee, R-Brandon, and his friend Tom Pepin, the ...

Overland Park-based Prime Capital Financial is now offering family office services after acquiring CineSera Capital for an ...