The acquisition brings $187 million in assets and a team with a boutique approach to working with ultrawealthy families.

As family offices become increasingly global, the decision of where to base your operational hub has never been more ...

Angeles has acquired XO Capital to integrate family office expertise with Angeles’ private client, institutional, and private ...

Angeles Wealth Management ("Angeles Wealth"), a national wealth management firm serving generationally wealthy families, today announced the acquisition of XO Capital ("XO"), a bo ...

When Matt Weiss began raising money for his Austin-based AI startup, he wanted to tap the vast network of wealthy Texas investors. As he made calls and lined up meetings, one address in Dallas came up ...

In our 2025 Global Family Office Compensation Benchmark Report, 66% of the surveyed family offices identified risk-adjusted ...

Family offices in the Gulf Cooperation Council (GCC) are evolving in ways that set them apart from their Western counterparts. In the U.S., self-made billionaires as well as descendants of prominent ...

Family offices catering to the fortunes of wealthy clans had proven a resilient part of the UK's wealth management industry after recent tax changes. That's now changing.

Carter Tolleson is a fourth-generation banking legacy leading his company through a 25-year anniversary milestone. A proud Dallas resident and Chief Executive Officer of Tolleson Wealth Management, ...