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Estate tech provider wealth.com launches family office suite
The digital estate planning firm has also tapped a Commonwealth Financial veteran to help strengthen its HNW and UHNW planning offerings.
Summit Trail goes national with $3B high-end team
The team, formerly with BNP Paribas/Bank of the West, includes 10 seasoned professionals from across the US.
Eton Advisors boosts UHNW capabilities with family office veteran
The MFO is welcoming Tamara Surratt, the founder and CEO of Legacy Family Office, which has more than $2B in AUM.
Eton Advisors taps Brian Hughes as new president
The North Carolina-based multi-family office practice within Focus Financial expects the industry veteran will usher in a new chapter of growth.
UHNW family offices are eyeing alts diversification, says JP Morgan
The financial giant offers a fresh snapshot into global family offices’ investment, governance, and succession planning concerns.
Citi taps former UBS exec to head family office unit
The firm is tapping the veteran business-builder and reshuffling key members of its wealth unit as it looks to bolster its UHNW division.
Alts winning out as family offices evolve their strategies
A KKR survey of CIOs reveals increasing portfolio allocations to private credit, infrastructure, and private equity.
Family offices focusing more on wealth and investment management, says Citi
Global survey of family office clients pinpoints current and emerging trends.
