Ultrawealthy families are becoming more like midsize enterprises when it comes to the complexity of their finances.

Gold’s recent surge has burnished the fortune of Canadian billionaire Eric Sprott. A longtime gold bug, Sprott’s stake in a ...

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

The appetite for traditional and emerging hedges remains limited among wealthy families, according to JPMorgan Private Bank’s 2026 Global Family Office Report.

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

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 ...

JPMorgan’s latest family office survey shows artificial intelligence dominating investment priorities, while cryptocurrencies remain largely sidelined across ultra-wealthy portfolios.

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 ...

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 ...

Establishing a family office is an exciting milestone, but it can also be a complex one. Despite the rapid global growth of family offices, many founders begin this journey without a clear ...