Christian Haigh co-founded Compound Planning to target rich, next-generation clients, and to address what he views as archaic ...

Munish Randev, Founder and CEO of Mumbai-based Cervin Family Office, embodies the evolution of wealth management in India, ...

Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts - ...

International Assets Advisory’s Matthew Lampman will work alongside CEO Ed Confrancesco to run the firm and the platforms for ...

Life sciences are becoming an increasingly popular investment target for some of the most prominent wealthy families prepared ...

Arrowroot Family Office LLC boosted its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 3.9% in the third quarter, according to the company in its most recent Form 13F filing with ...

Spire Wealth Management grew its stake in The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 163.5% during the 4th quarter, according to its most recent 13F filing with the Securities and ...

To support its ongoing growth, Clearstead has positioned itself as a serial acquirer. Supporting those efforts is Flexpoint ...

Family offices are expected to continue allocating significant capital to private equity and venture capital, particularly in ...

Prismatic, a leading provider of financial management solutions, today announced its rebrand to Asseta. This transition strengthens its focus on family offices and further differentiates its offering ...

Bridging the generation gap and leveraging technology will be two overarching trends shaping wealth management in 2025.

Want to learn more about the future of family offices as it unfolds in 2025? Read this article to explore key predictions for ...