Dedicated staff structures coordinate investment management, business exit planning and governance education across generations, according to new guidance.
Family offices pivot from listed vehicles into negotiated single-asset deals as pricing dislocation unlocks selective opportunities.
Ultra-wealthy investors are moving capital away from traditional office towers toward data centres, student housing, and logistics as work patterns and financing costs reshape strategy.
The Miami hybrid RIA, which now holds more than $58 billion in client assets, landed a 22-year wirehouse veteran and his son in its second Merrill capture this year.
Family offices are stepping back from gateway office assets and financialized structures, favoring targeted investments in data centers, self-storage, and resilient residential.
Global family offices are reweighting property holdings toward multifamily, student housing, and industrial assets while reducing office and retail exposure.
Ultra-wealthy investors are bypassing funds and REITs in favour of club deals and wholly owned assets, prioritising control over leverage and exit timing.
Ultra-high-net-worth advisors are embedding compliance and diversification disciplines into operating frameworks as tax audits, cross-border complexity and data-breach threats intensify.
The wealth-tech firm's unified dashboard aims to consolidate custodial accounts, private holdings, and forward cash-flow forecasting under one interface.
Rising ultra-high-net-worth wealth and succession planning are reshaping Australia's private capital landscape, with the sector expected to grow at 3.86% annually through 2034.
Dakota Marketplace tracks 203 single family offices in the UK capital, with INEOS Group and Alta Advisers topping the roster by AUM as institutionalization accelerates.
European and Middle Eastern family offices are cutting ties with traditional private equity real estate managers in favour of direct deals and co-investments that offer greater control and transparency.
Ultra-wealthy investors are bypassing blind-pool funds in favor of club deals and direct acquisitions, seeking control over leverage and exit timing as interest rates remain elevated.
More than half of ultra-high-net-worth families have adjusted property allocations in recent months, moving away from traditional office and retail toward residential, logistics and alternative sectors.
Ultra-high-net-worth investors are maintaining real estate exposure but pivoting toward niche property strategies and alternative credit as rate environment reshapes asset allocation.
Financial Secretary Paul Chan's European tour highlights Hong Kong's push to channel private capital into Continental markets as family offices outpace institutions in commercial property investment.
Institutional analysis reveals US private real estate matched or exceeded equity and bond performance across 20 consecutive ten-year periods since the mid-1990s.
Family offices and ultra-high-net-worth investors are bypassing traditional fund structures to acquire multifamily properties outright, targeting smaller deals in Sun Belt and secondary markets where institutions remain underweight.
Capital markets brokers report families are raising opportunity funds and separately managed accounts to buy notes, preferred equity and stalled projects institutional players are avoiding.
Family offices are rotating out of listed REITs and fixed income, targeting logistics, multifamily, and data-center deals with control provisions and downside protections.
Advisors added specialty strategy funds at record pace in Q1 2026 while traditional issuers shed market share, signaling a portfolio construction shift toward tactical positioning.
New research shows 79% of family offices report rising involvement from next-gen members, with succession planning and digital asset appetite emerging as key friction points.
Ultra-wealthy investment firms are acquiring office properties at 18 cents on the dollar and multifamily assets at 20-30% discounts while traditional investors wait out elevated rates and geopolitical volatility.
Ultra-high-net-worth investors are stepping up club-style acquisitions in logistics, residential rental and alternative property types while pulling back from office and retail.
Ultra-high-net-worth investors weigh direct property deals against refinancing risk and liquidity constraints while preserving long-term allocation to hard assets.
Wealthy families are bypassing public markets in favor of individual properties, joint ventures, and operating platforms they can control.
New global survey reveals family offices are raising real estate and infrastructure allocations while lengthening horizons and reducing leverage.
Wealthy families reassess portfolio structures amid persistent rate pressures and uneven commercial property fundamentals, drawing fresh attention from PE firms seeking alternative funding.
Regulators warn that generative AI tools are learning from unvetted social media personalities, creating new compliance headaches and leaving retail investors exposed to misleading guidance.
Single-family offices are expanding direct property ownership and GP-equity positions in U.S. markets, citing better alignment than commingled funds.
Sponsors closing real-estate deals are increasingly turning to family offices for co-GP equity rather than traditional LP fund capital.
US real estate investment activity is being reshaped by structural capital rotation toward operationally intensive sectors as investors move away from traditional property types.
The Pennsylvania RIA has brought on 26 advisors across multiple affiliation models since the insurance holding company's permanent capital infusion.
Exchange-traded fund issuers flooded the market with actively managed products last year, but a surge in closures may follow as undercapitalised niche strategies fail to gain traction.
The fintech partnership enables advisors to incorporate private market allocations through unified managed account sleeves with integrated reporting.
Trade association recognises emerging professionals who navigated market dislocation and technology shifts across the $6 trillion commercial real estate finance industry.
Federal Reserve Chairman Kevin Warsh's stated plan to shrink the central bank's bond holdings may push yields higher as private investors absorb greater supply.
The custodian will reduce securities-backed lending costs from July 1 and expand forgivable loans for succession planning as it challenges Schwab and Fidelity.
The brokerage giant plans to migrate 2,900 recently acquired Commonwealth advisors to its proprietary ClientWorks system, ending a relationship with the technology firm spun out from Commonwealth in 2019.
Banks pulling back from commercial real-estate lending have opened lanes for family-office and private-credit-style debt allocations.
Michael Mack warns financial advisors that tech mega-caps now dominate index exposure and trade near 22x earnings, urging free cash flow analysis to reveal valuation pressure.
The AI-native RIA nearing $7 billion in client assets is building an institutional-grade alternative investment offering alongside curated third-party options for its 135 advisors.
The world's largest asset manager says traditional asset-class frameworks mask underlying risks as AI and geopolitics drive returns across markets.
Park Hotels & Resorts and BXP lead the research firm's June undervalued list, trading 34% below fair value amid persistent headwinds in hospitality and office fundamentals.
Survey data shows 88% of institutions now view REIT investments as core real estate holdings, with largest pensions leading adoption trend.
Alpha Edge North America debuts May 2026 as a closed-door LP-GP gathering alongside a peer-driven private markets buy list.
