Today's Family Offices Pulse
Family Offices Get Free PPLI Webcast on May 28
Family Enterprise USA and Winged Keel Group will host a free one‑hour webcast on May 28, 2026 to demystify Private Placement Life Insurance for affluent families. The session, led by Winged Keel CEO Eric Naison‑Phillips and Principal Mark Richards, will cover investment options, the insurance component, and integration with broader wealth plans.
Great Wealth Transfer Fuels Trust Complexity, Poses New Risks for Fiduciaries
The $84 trillion wealth slated to move to heirs by 2045 is pushing trusts into the mainstream, widening asset types and geographic spread. Zurich North America’s Trey Martino warns that banks, fintechs and other fiduciaries now face heightened insurance and regulatory risks as younger beneficiaries demand digital, flexible solutions.
Wealthy Families Turn to Timing Over Rates with IDGT Trusts After $15 M Estate Tax Exemption Rise
Fidelity Wealth Management released a detailed briefing on intentionally defective grantor trusts (IDGTs), urging ultra‑high‑net‑worth families to prioritize timing of asset moves over marginal tax‑rate differences. The guide comes as the federal estate‑tax exemption rose to $15 million per person ($30 million...
Bill Ackman's Family Office Collapse Offers Key Lessons
Let's talk about Bill ⫸ Lessons from Bill Ackman’s family office meltdown ⫸ Single family office cost trends ⫸ Podcasts: a profile of F1 billionaire Toto Wolff ⫸ Jamie Dimon on four day weeks, the real impact of AI and a tilt at...
Wealth Transfer Now Demands Deeper Relationship Insight
The intricacies of wealth transfer are evolving, requiring a deeper understanding of relationships, values, and intentions behind assets. https://t.co/lWIP6PUPzV @futurevault
Bank of America Exposes Hidden Flaws in Your Trust
Bank of America Private Bank warns that most family trusts contain five hidden drafting flaws that can unravel inheritance plans. Trust ownership rose from 11 % to 14 % between 2025‑2026, and the recent jump in the federal estate‑gift tax exemption to...
Locked Into Concentrated Capital Gains? Exchange Funds Could Help
Exchange funds let investors swap concentrated, highly‑appreciated stocks for a diversified basket, deferring capital‑gains taxes under Section 721. A mandatory seven‑year hold period spreads gains across participants, instantly reducing single‑stock risk. Start‑ups like Cache are popularizing the model, amassing over $1.25 billion...
Strengthening Family Office Strategy and Culture with Mark Daniell
In this episode, Mark Daniell, chairman of Raffles Family Wealth Trust, shares his four‑decade journey from a New England family legacy to leading global advisory work for ultra‑high‑net‑worth families. He defines family‑office strategy as the art and science of informed...
Mel Lagomasino in Crain Currency: Separating Fundamentals From Sentiment in 2026
WE Family Offices CEO Mel Lagomasino argues that family offices must separate genuine fundamental shifts from market noise to preserve long‑term stewardship. He warns that reactive, sentiment‑driven decisions can undermine carefully built allocation strategies and dilute multigenerational compounding. The piece...
Family Offices Piled Into Oil After Capital Dried Up. The Recent Rally Has Made for Big Gains
Family offices have capitalized on the recent oil price surge, which rose about 30% to over $94 a barrel after the Iran conflict began in February. With institutional investors pulling back due to ESG pressures, these ultra‑wealthy firms entered the...
Next‑Gen Family Office Members Join Elite VC Co‑Investment Club
Do you know a next-gen member of a family office that's curious about VC and wants to learn by doing, not just reading? @AlumniVentures is forming a new class of NextGen VC Club members This is a chance for...
Corient Expands UHNW Footprint with $5.6B Vivaldi Acquisition
Corient continues its buying spree in the ultra-high-net-worth space, announcing the acquisition of another RIA, Vivaldi Capital ($5.6 billion AUM) They've been on a roll the past year https://t.co/xy8jLFknDZ
Farther Launches Family Office Division
Farther, a New York‑based registered investment advisor, has launched a multi‑family office targeting ultra‑high‑net‑worth families and appointed former Goldman Sachs private‑wealth advisor Ben Seidenstein as global head. Seidenstein brings more than 13 years of experience overseeing $1.5 billion for entrepreneurs, executives, and private investors. The...
Oil Dynasties Roll in the Dollars, Fueling Their Family Offices
The spike in oil prices triggered by the Iran war has dramatically increased the fortunes of families tied to the fossil‑fuel sector. These dynasties are channeling their windfalls into dedicated family offices, seeking to preserve and grow wealth beyond traditional...
Washington's Millionaire Tax Is Now Law. Here's What One Seattle Wealth Advisor Is Telling Clients
Washington enacted a 9.9% millionaire tax on households earning over $1 million, projected to generate about $3 billion annually from roughly 21,000 filers. Collections start in 2029, but the law faces immediate constitutional challenges that could delay or overturn it. Ultra‑high‑net‑worth advisors,...
Private Market Investments Have Gone Mainstream. Now What?
Private‑market allocations have moved from niche access tools to core portfolio components as households with $5‑$20 million in assets now control 40% of U.S. investable wealth, up from 18% in 2013. Advisors are fielding more client inquiries about high‑profile private companies...
Abu Dhabi’s ‘First Home-Grown Hedge Fund’ Targets Multi-Billion AuM in Three Years
Abu Dhabi‑based Dovehouse Capital, founded by Danish entrepreneurs Claus Gotthard and Martin Rasmussen, launched its first hedge fund this month, positioning itself as the emirate’s inaugural home‑grown manager. The firm has secured $80‑150 million in commitments from Emirati family offices and...
AI Leads Family Office Investments, Shaping Global Themes
Top investment themes for Family Offices, 2026 (JP Morgan report) Top global themes: - AI: 65% - Healthcare innovation: 50% - Infrastructure: 41% AI angle: - A cross-cutting driver → likely to expand allocations across multiple sectors Regional differences: - Automation & robotics: 40% international vs 29% US -...
Asian Families Are Moving Faster than Their Wealth Plans
Asian high‑net‑worth families are relocating and diversifying assets faster than their traditional wealth‑planning frameworks can accommodate. Data from the Henley Wealth Report shows a record 142,000 millionaires moved abroad in 2025, with the trend set to rise to 165,000 in...
From Patience to Precision: How Family Offices Are Adapting to a More Complex Investment Environment
Family offices, long valued for patient capital, are confronting a more complex investment landscape marked by geopolitical uncertainty, longer private‑market exits and rapid market dislocations. A Bloomberg Family Office Summit poll shows they are becoming more selective, with 63% favoring...
$2.4B UBS Breakaways Launches Evertern Wealth to Target UHNW Families with Family Office Model
Veteran UBS advisors Jason Stephens and Mic Lundon launched Evertern Wealth in Naples, Florida, moving roughly $2.4 billion in assets into a new independent multi‑family office. The boutique firm targets ultra‑high‑net‑worth families, founders and senior executives, offering institutional‑grade capabilities with personalized...
FEUSA Action’s Soldano Speaks at Lido Symposium on Future of Family Offices
Family Enterprise USA Action President Pat Soldano will address the 20th Annual Lido Family Office Investment Symposium, discussing the evolution of family offices from past to future. The two‑day West Coast event, held April 28‑29 at the Fairmont Century Plaza,...
Dynasty, Goldman Power Latest $2.4 Billion Breakaway From UBS
Advisors Jason Stephens and Mic Lundon left UBS with roughly $2.4 billion in client assets to launch Evertern Wealth, a Florida‑based RIA delivering family‑office services. The firm is backed by Dynasty Financial Partners for technology and investment access, while Goldman Sachs...
Three Fiscal Landmines Faced by Family Offices
The One Big Beautiful Bill Act (OBBBA) cemented a $15 million estate‑gift exemption but introduced a 35 % cap on itemized deductions and a 0.5 % AGI floor that erodes charitable benefits for high‑income families. A pending California billionaire tax would levy a one‑time 5 % charge on...
Inside Matter’s Approach to Private Aviation Strategy
Matter Family Office treats private aviation as a strategic financial decision for ultra‑high‑net‑worth families, emphasizing purpose‑first assessment over aircraft allure. It outlines four access structures—charter, jet cards, fractional ownership, and full ownership—each aligned with specific usage thresholds. The firm’s advisory...
Family Offices Shift to Fractional Talent, Cutting Costs
Bill Ackman replaced his $1M family office legal counsel with a fractional alternative This signals a wider trend in the family office world Families are embracing a hybrid / virtual models Fractional talent Small central teams Lean costs
McLachlan Family Office Invests in Graphite Energy’s $40M Round
Graphite Energy, an Australian clean‑technology manufacturer, secured $40 million in financing to scale its Green Steam thermal energy storage systems. The round includes a loan from Catalytic Impact Capital and an equity subscription led by the McLachlan family office, supported by...
Investors Trust’s David Knights on Succession Planning and Intergenerational Wealth in Asia
David Knights, head of Investors Trust’s Asian distribution, relocated to Kuala Lumpur three years ago, building a cohesive, multilingual team that enhances client service across the region. He notes that Asian high‑net‑worth clients are increasingly focused on longevity, sustainable retirement,...
Zephyr's Adjusted for Risk: Skill Over Style - Redefining Investment Success
Zephyr’s market strategist Ryan Nauman hosted a podcast with Aapryl’s Bill Himpele and Cesar Gonzales to champion skill‑based analytics over traditional backward‑looking performance reporting. The discussion highlighted that much apparent outperformance stems from cyclical market and style exposures rather than...
Teaching the Next Generation About Wealth and Responsibility
Generational wealth often disappears not because of poor investments but due to missing communication, financial literacy, and stewardship frameworks. Studies cite that about 70% of families lose wealth by the second generation and 90% by the third, highlighting a behavioral...
Family Offices Grapple with Drama, Taxes, and Geopolitics
The biggest family office stories of the week: 𝕏 Bill Ackman's family office drama (it had to be) An agentic-first family office A head-to-head on US wealth taxes Good news for London's FO scene The 94-year-old cashing in Billionaires age distribition reddit Lifestyle creep: How a planned $500k...
Align Real Estate Strategies to Preserve Generational Wealth
Most fiduciary risk doesn’t come from bad intentions. It comes from misalignment. After 25+ years advising on estate and trust matters, one thing is clear: When real estate is involved, complexity multiplies. Legal structure. Tax exposure. Market timing. Family dynamics. All tied to one asset. Handled...
Architecting a Resilient Family Office with Annette Hopper & Levi Hammett
Annette Hopper and Levi Hammett, co‑founders of Full Scope Solutions, discuss how family offices are formalizing back‑, middle‑, and front‑office functions. They outline a clear taxonomy for these departments and argue that outsourcing can deliver world‑class expertise while preserving control....
Aligning Fiduciary Duty with Real Assets Preserves Generational Wealth
At ARH Global Advisors, we approach these situations differently: We align fiduciary responsibility with real asset strategy and long-term capital planning—ensuring that decisions are not only compliant, but optimal. Because in these moments, the goal is not simply execution. It is preservation of...
What $1B+ Allocators Actually Look For: 7 Strategies to Close Entrepreneurial Capital
The podcast reveals how $1B+ family offices, like Prime Pulse, evaluate mid‑stage companies by focusing on founders rather than pure financial metrics. They apply a people‑first thesis, using seven leadership traits and operational resilience as primary filters. AI tools aid...
Profile: Michael Paulus, Setting up a Family Office and Solving Financial Problems for Himself
Michael Paulus cashed out his insurance business to Prudential for $2.35 billion in 2019 and subsequently founded a dedicated family office to steward the proceeds. The office quickly moved beyond passive holdings, deploying capital into private‑equity, venture, real‑estate and impact projects...
With Trillions Set to Change Hands, Just 44% of Advisors Feel Prepared
A new Empathy study of 555 advisors in the U.S., U.K. and Canada finds that while 97% are aware of the looming $124 trillion great wealth transfer, only 44% feel prepared to guide clients through it. Advisors report low concern—72% are...
NYC’s Top Fiduciary Advisor Alejandro Hernandez Leads Wealth Strategy
Alejandro Hernandez III recognized as a leading fiduciary advisor in New York City, specializing in advanced wealth and real assets strategy. A modern approach to preserving, structuring, and transferring wealth.
Fiduciary Strategy Beats Products in High‑Net‑Worth Planning
Alejandro Hernandez recognized as a leading fiduciary advisor in New York City for advanced wealth and estate strategy. — In high-net-worth planning, strategy matters more than products. A fiduciary approach focuses on the full balance sheet— not just isolated investments. — Real estate....
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Family Offices in the United States: The Complete Guide [2026]
The United States remains the world’s largest family‑office market, with estimates exceeding 2,000 single‑ and multi‑family structures and a concentration in New York, the Bay Area, Texas and Florida. In 2026 American offices are channeling billions into artificial intelligence, clean‑energy,...
Integrate Law, Wealth, and Real Estate for Unified Strategy
Law. Wealth. Global Real Estate. At a certain level, these are not separate disciplines—they are one integrated strategy. Real estate is not just an asset. It is a legal structure. A tax position. A liquidity decision. A legacy vehicle. Wealth is not just...
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Family Offices in Europe: The Complete Guide [2026]
Europe’s private‑wealth ecosystem now hosts over 2,000 single‑family offices, a figure projected to reach roughly 2,300 by the end of 2026. These offices manage an estimated several trillion euros, with an average AUM of about $1.9 billion and allocate roughly 30%...
With a Faster Route to Profits than Fusion, Nuclear Fission Is of Much More Interest to Family Offices
Family offices are increasing investments in next‑generation nuclear fission plants, seeing them as a more reliable route to profitability than the still‑experimental nuclear fusion sector. The new fission designs promise lower construction costs, modular construction, and shorter timelines, aligning with...
Dell Family Office Targets Private Credit Secondaries Amid Market Dislocation
DFO Management, Michael Dell’s single‑family office, is actively targeting private credit secondary market opportunities as the $1.8 trillion asset class faces pronounced dislocation. Chief Investment Officer Alisa Mall highlighted rising redemption requests and sentiment‑driven selling that have created discounts, while investors’...
Patel Family Office Invests in $1 Billion Saudi Hotel Development Platform
The Patel Family Office and Saudi conglomerate Abdel Hadi A. Al‑Qahtani & Sons have signed a $1 billion agreement to launch AYARA, a vertically integrated hospitality platform. AYARA aims to develop 50 internationally branded business‑hotel projects, delivering between 5,000 and 7,000...
Diversification Illusion: Hidden Concentration Threatens Portfolio Resilience
Most portfolios look diversified. Very few actually are. High-net-worth balance sheets often carry hidden concentration risk—especially in real estate, private business interests, and illiquid positions. On paper, it looks like strength. In reality, it can create fragility. A fiduciary approach doesn’t just ask...
Unified Wealth Strategy Prevents Generational Wealth Fragmentation
Fragmentation is the enemy of generational wealth. Most families don’t lose assets to bad investments. They lose them to bad structure — advisors operating independently, no unified plan, no liquidity strategy, no estate coordination. At ARH Global Advisors, we don’t manage wealth in...
Skippering the Family Enterprise with Purpose and Foresight with Ted Rich
Ted Rich, Chief Growth Officer of Rich Products, oversees demand‑creation strategies for the $6 billion family‑owned food company. He founded the Rich Family Council in 2020 to formalize governance across the business and the broader family enterprise. Rich discusses the multi‑year...
Top Advisors Win Through Integrated, Multigenerational Wealth Engineering
What separates advisors at the highest level? Not access. Not products. Not performance. Structure. At a certain level of wealth, the issue isn’t complexity— it’s fragmentation. Real estate, insurance, and estate planning handled in silos. That’s where risk lives. A fiduciary approach requires: — Integration — Liquidity...
Centimillionaire Fireside Chat: Top 7 Mistakes Investors Make + 5 Things Only the Ultra-Wealthy Do | Paul Karger
In a fireside chat with Paul Karger, partner at Twin Focus Capital, the podcast outlines the seven most common investor mistakes and five habits that set ultra‑wealthy individuals apart. Karger’s firm, a $12 billion multi‑family office, added over $2 billion in AUM...
When Succession Goes Public: How NextGens Build Legitimacy Beyond the Boardroom
Family businesses are moving succession legitimacy from closed‑door negotiations to public platforms. Next‑generation leaders in markets like China are using short videos, livestreams, and behind‑the‑scenes content to showcase competence and generate measurable value. The article outlines four distinct pathways—narrative reformer,...