Private Wealth Research & Insights

Chicago, IL-based Cresset Wealth Advisors jumped to over USD $3 Billion in AUM

The firm, in just over a year since its founding in July 2017, surpassed USD $3 Billion in assets thanks to several factors.

The family office space was once largely considered secretive and difficult to access, if not inaccessible. Though in recent years, a growing number of firms look to family offices for funding - thanks to its freedom from institutional mandates,...

Cambridge University CIO Set to Become CEO at London Multi-Family Office

Nick Cavalla will leave the university at EOY 2018 to assume his new role at Talisman Global Asset Management, a London, UK-based multi-family office.

Sadis & Goldberg LLP Attorneys Named to 2018 New York Super Lawyers List

The firm's practice covers financial services, real estate, family offices, hedge funds, venture capital, and private equity, among others. Sadis & Goldberg serves business...

Warakirri Asset Management Appoints New Head of Family Office Division

Stuart Devlin will lead Warakirri Asset Management's Family Office division, focusing on developing business with ultra-high-net-worth individuals and families in Australia.

As they continue to make their mark in the world of alternative investing, family offices have begun diversifying their investment interests. The family office of Manohar Naidu, owner of South Indian record label Lahari Music, invested an...

Boston, MA - The Latin America Division of Marcus Evans Private Wealth/Family Office Summits has announced a partnership with FINTRX  the Family Office Platform. The partnership with FINTRX will help align and expand Marcus Evans’ continued push...

BOSTON, MA – January 13, 2015 -- Boston, MA and Sydney, Australia – The FINTRX platform, the leading family office intelligence provider and asset-raising CRM technology to the alternative investment industry, and the International Family Office...