“You saw a trend kind of moving away from capital and moving away from the energy sector seven, eight, nine years ago,” said ...

As wealth grows more complex, so do expectations around trust. Most affluent investors assume fiduciary alignment, but many ...

Single family offices (SFOs) manage vast swathes of assets, worth over $4.6 trillion globally, a With Intelligence report has ...

Annapolis, Maryland – Built for Life Financial Agency (BFL), the new independent firm founded by retired Navy Chief and bestselling author Bill Korman, is officially launching June 3 at 6:30 PM with a ...

In this interview, the CEO and CFO of one of the world’s largest family offices describes a cyberattack their family office ...

the initiative’s faculty directorship will be known as the Anthony Pritzker Family Foundation - Family Office Initiative Director. The University of Chicago Booth School of Business has received a $5 ...

CAA has announced the launch of CAA Global Family Office Advisory, a new service area led by industry veteran Julie Zorn. A first-of-its kind service offering in the agency business, CAA Global ...

CAA Global Family Office Advisory will be overseen by Julie Zorn, who has 20 years of experience in the sector. The unit will cater to ultra-high-net-worth individuals, families, and family ...

CAA says that it is launching a new division, called CAA Global Family Office Advisory, which will “advise family office clients on structure and design, family governance, operational ...

Multi-family office Entrust Family Office is eyeing expansion into new cities and verticals as the country sees a boom in high-net-worth individuals (HNIs), it said on Monday. The Bengaluru-based ...

Did you know Mark Zuckerberg, Reid Hoffman, and Sheryl Sandberg all share an office? Well, technically a family office. The trio of billionaires, along with a few other tech moguls, all rely on ...