Asset Allocation
Asset Allocation Issues
Family offices are realigning their portfolios to avoid geopolitical, home region, concentration and currency risks.
Tag: Family Offices
Technology
For Family Offices, AI Is Both an Investment Theme and an Operational Test
Adoption of artificial intelligence tools and investments are rising across family offices.
Asset Allocation
Family Offices Growing in Number, Size
Expansion can warrant professionalization and put offices in competition for personnel with asset managers and institutions.
Market Moves
How Will Upcoming Mega-IPOs Impact Family Office Formation and Growth?
The upcoming public offerings of SpaceX, OpenAI and Anthropic are set to result in an increase in demand for family office services and in possible shifts to how these funds invest.
Newsmakers
Illinois Treasury CIO Joe Aguilar Departs for Multi-Family Office
Aguilar will serve as vice president and CIO of Market Street Trust Co.
Asset Allocation
Family Office Demand for OpenAI, Anthropic, SpaceX Equity Rises Ahead of Public Listings
Despite high interest for pre-initial public offering access, questions remain about the validity of access gained through special purpose vehicles.
Newsmakers
Northern Trust Wealth Management Names Family Office CIO
Beata Kirr will oversee investment strategy for the firm’s global family office unit.
Asset Allocation
Family Office Priorities Shift Amidst Generational Transitions
Younger generations are developing investment strategies that differ from those of office founders, according to a report from Ocorian.
Newsmakers
AlTi Global Names CIO Nancy Curtin as Interim CEO
The $93 billion multi-family office is planning a leadership transition in which CEO Michael Tiedemann will step back into an advisory role.
Newsmakers
Cranston Named CEO of $235B Multi-Family-Office Firm Cresset
The firm’s founders will step back and take executive co-chair roles, as of April 15.
Corporate Moves
ISS MI Acquires Family Office Data Platform
Family Office Access brings private wealth management data to ISS MI’s platform.
Corporate Moves
Truist Launches Institutional Capital Group
The team, which will cover middle-market private equity sponsors and family offices, will be led by Chris Jackson.
Asset Allocation
Family Offices Pivot Toward Wealth Preservation Amid Global Instability
A KPMG/Agreus survey found that family offices are focusing on shielding assets from market volatility by moving away from cash.
Research
Family Offices Brace for Trade Disputes
Many family offices have adjusted their portfolios toward defensive stocks amid geopolitical concerns.
Corporate Moves
Partnership Between Cresset and Monticello Announced
The tie-up will create a pool of nearly $200 billion in assets for the firms to oversee and advise and provide clients access to fund managers in the public and private markets.