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

With a growing focus on long-term wealth preservation, AIFs offer family offices access to a wide range of non-traditional ...

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 ...

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 ...

The Overland Park, Kansas-based RIA's acquisition of Sinecera Capital gives it a new foothold to service the ultra-affluent.