Tag: Family Offices

Market Moves June 12, 2026

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 June 9, 2026

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 June 2, 2026

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 April 27, 2026

Northern Trust Wealth Management Names Family Office CIO

Beata Kirr will oversee investment strategy for the firm’s global family office unit.

Asset Allocation April 21, 2026

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 March 31, 2026

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 March 10, 2026

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 February 3, 2026

ISS MI Acquires Family Office Data Platform

Family Office Access brings private wealth management data to ISS MI’s platform.

Corporate Moves November 17, 2025

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 October 3, 2025

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 September 23, 2025

Family Offices Brace for Trade Disputes

Many family offices have adjusted their portfolios toward defensive stocks amid geopolitical concerns.

Corporate Moves August 21, 2025

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.

Asset Allocation July 18, 2025

Geopolitical Risks Force Family Offices Into Liquid Alternatives, Cash

A BlackRock survey found that family offices are diversifying away from U.S. equities.

Asset Management Culture June 23, 2025

How Family Offices Should Tackle Hiring, Retention Challenges

A shrinking pool of professionals is putting a strain on recruitment, according to a new family office operational excellence report.

Alternatives November 20, 2024

Appetite for Risk Among Family Offices Expected to Increase

Heightened regulation of riskier assets is a key reason family offices feel better about taking on risk, while allocations to infrastructure are also expected to increase, per a survey from Ocorian.