Flawed anti-money laundering monitoring rules failed to flag suspicious transactions in wealth management accounts for seven years, regulator finds.
New rules from Beijing's Ministry of Finance subject Chinese tax residents to individual income tax on transfers to foreign trusts, trust income, and distributions—with compliance deadlines set for October.
Family offices pivot to direct property deals and lower-risk sectors while paring speculative development exposure in higher-rate regime.
Global UHNW investors are trimming traditional property holdings in favor of club deals, structured credit, and data centers amid valuation and financing concerns.
Two leading single-family offices anchor discretionary allocation to Dallas-based platform in partnership marking shift toward longer-term strategic capital.
The wealth-tech startup's new feature evaluates meetings against customizable rubrics and surfaces actionable feedback without manual transcript review.
A financial planning practice that launched when Ford's first assembly line started running argues that lasting family-office service requires distinguishing immovable values from necessary evolution.
Wealthy families shift from passive fund allocations to active property operations, boosting real estate targets above 20% of portfolios in some cases.
European and Middle Eastern family offices are reducing passive core fund exposure in favour of direct lending, sale-leasebacks, and joint ventures with operators, a mid-2026 study reveals.
Survey data from private banks shows ultra-high-net-worth investors pivoting from listed REITs to wholly owned real estate structures, targeting 12–20% portfolio exposure over the next year and a half.
New Select list identifies lawyers, tax specialists and wealth managers operating across the Atlantic corridor as cross-border advice demand grows.
FINTRX tracked 55 direct property transactions across eight asset classes in the period, with office-focused Real Capital Solutions closing seven deals alone.
Three leading firms manage combined capital responsibility exceeding $719 billion, underscoring metro's emergence as hub beyond Los Angeles shadow.
The all-in-one provider launches Advyzon AI as a native intelligence layer, positioning the move as an alternative to disconnected tools in a market crowded with point solutions.
A new examination of wash sale, straddle and constructive sale rules reveals that single-investor funds and LLCs provide far less protection from anti-abuse provisions than their legal structure suggests.
Six-person KPM Wealth Advisory Group decamps after a decade at Stifel, citing RBC's balance sheet and lending capabilities for ultra-high-net-worth clients.
PwC's 2025 study shows family offices pivoting to fewer, larger transactions while real estate overtakes private equity as the top asset class.
Bengaluru developer launches 'Signature Offices' arm to sell premium commercial inventory with minimum ₹100 crore ticket sizes across three cities.
Developer partners with private wealth vehicles in multi-tenant office deal, marking latest direct deployment of family capital into Dutch commercial real estate.
Developer teams with private capital on multi-tenant office complex as family offices shift from passive allocations to active developer partnerships.
A consortium of ultra-wealthy families takes direct ownership of the Carmel rental housing portfolio, marking a shift toward collaborative, large-scale multifamily deals.
J.P. Morgan's $2 billion AI budget dwarfs independent advisor spending, while large RIAs commit tens of millions to in-house systems in emerging technology arms race.
After years of unprecedented domestic concentration, North American family offices are directing incremental capital toward Europe and Asia-Pacific for the first time.
The actor's holdings span luxury residential in Mumbai and Dubai, a 67-acre Ayodhya land parcel, and recent Rs 12-crore apartment disposals in Goregaon West.
Nuvama-Cushman joint venture closes maiden fund 33% above target, tracking record office leasing driven by global capability centres.
The 320-unit Attain at Newtown marks the second groundbreaking in a month for the Virginia operator, structured around a decade-plus hold and HUD financing.
Prime Offices Fund exceeded its ₹3,000 crore target on domestic family-office demand, with 45% deployed across 4 million square feet in three cities.
Cross-border investors face evolving ownership reporting rules and currency headwinds as they pursue multifamily and mixed-use assets in a market prized for liquidity.
Ultra-high-net-worth families are rethinking succession planning as shared vision and resilience-building eclipse traditional estate frameworks.
National brokerage deepens Manhattan presence to serve family offices and high-net-worth investors navigating commercial real estate dislocation.
The 21st Century ROAD to Housing Act prohibits large institutional investors from acquiring most existing single-family homes, with narrow carve-outs for new construction and renovation programs.
Ultra-high-net-worth buyers pivot from passive fund commitments to direct credit and rescue-capital plays as pricing dislocation widens across office, retail and multifamily.
Multi-family offices report clients moving capital from equities and hedge funds into club deals and single-asset plays, citing control, tax efficiency and generational transfer.
The veteran startup backer is broadening beyond venture capital into private equity, real estate and philanthropy under a newly structured multi-asset platform.
Family offices are rotating capital from high-risk development and fund strategies into direct co-investments with stronger cash yields and clearer business plans.
Ultra-wealthy investors are abandoning blind-pool funds for club deals and individually underwritten assets, raising real estate targets while building in-house teams to control leverage and timing.
TFOA publishes collection of whitepapers spanning direct deals, private markets, digital assets, and thematic opportunities backed by member survey data.
New research outlines the structural, governance and succession decisions that determine whether private wealth endures across generations.
UBS survey of 307 family offices shows largest planned reallocation on record, with secondaries and private credit absorbing share from traditional buyout funds.
Wealthy families are professionalising investment teams and targeting residential housing, logistics, digital infrastructure and private credit as demographic trends reshape Asia-Pacific allocations.
Industry observers expect redemption pressures to spread from private credit to private equity vehicles as wealth investors recalibrate liquidity expectations.
A new global survey covering $119 billion in family office wealth finds heightened transparency in alternatives driving a sharp uptick in risk tolerance.
The multifamily platform, which serves family offices and UHNW investors, expands leadership structure amid national growth push into Southeast markets.
The 967,000-square-foot West Loop office building traded for less than $100 million after its previous owner defaulted on a $270 million loan.
Governor pivots to national push after failing to block state measure targeting billionaires, setting stage for November showdown.
The bank claims Brian Krauthamer violated non-solicitation agreements by contacting former clients, resulting in approximately $161 million in assets transferring to the wirehouse.
New research maps how the largest wealth transfer in history could reshape private real estate capital flows over the next two decades.
The registered investment advisor outlines wealth-management structures for ultra-high-net-worth families navigating complexity across investments, governance and succession.
Rising entrepreneurial wealth and multi-generational transfers drove family office growth in Q1 2026, with principals directing capital into direct investments across real estate, infrastructure and alternatives.
New global survey finds surging transparency in private markets and falling rates driving family offices toward riskier portfolios, with all respondents planning private equity increases.
The 50 largest family offices collectively manage $2.4 trillion, with technology founders now controlling seven of the top ten positions and direct investment overtaking fund allocations.
Financial planning strategist Michael Kitces argues advisors chasing client growth through AI risk burnout, urging efficiency gains be spent on quality or lifestyle instead.
Altrata forecasts 746,570 ultra-high-net-worth individuals by decade's end, with combined wealth reaching $85 trillion amid geopolitical fragmentation and AI-driven capital formation.
A real estate-focused family office pursues raw land development, affordable housing cash flow, and cross-border land acquisitions through a unified investment framework.
Three hundred family offices now manage over $30bn in Indian ultra-high-net-worth assets, up from 45 offices in 2018, with projections pointing to 1,000 offices before 2030.
