Angeles Wealth Management acquires XO Capital to launch Angeles Family Office (AFO), a fully integrated solution for ...

As of December 31, 2025, Callan Family Office reported more than $10 billion in assets under management, across 73 clients. The growth has been entirely organic and comes less than four years after ...

Designed to preserve wealth across generations, family offices have become an important new source of capital for venture and ...

Wealth expert Garrett Caplin shares 10 years of family office secrets. Learn why diversification, due diligence, and clear ...

Last quarter, the family offices of hedge-fund billionaires including David Tepper and Carl Icahn doubled down on home appliances, flavor ingredients and health insurance. Private investment firms of ...

The Waltons, America's richest family, uses a model pioneered by the Rockefellers to manage their wealth. As the Walmart heirs have gotten richer, the Waltons have put their growing wealth in the ...

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

Thomas Kempner’s family office appointed Kendra Brodsky as chief investment officer, the latest female money manager taking a top role in an area of finance largely populated by men.

Greetings from New York and London. It’s been a busy month for family office news. There are some interesting executive shifts and investment trends to highlight, but before we get to that, let’s talk ...

XO was founded in 2021 and built to leverage the experience of co-founders Adam Stern and Jason Oclaray, who have dedicated their work to serving the complex goals of wealthy families. Via the ...