Indian Family Offices Shift 40% of Portfolios to Private Markets
Alternatives including private equity, venture capital and direct investments now claim up to 45% of allocations, a Julius Baer-EY playbook shows.
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Ortega Family Office Buys £150 Million London Apartment Block
Pontegadea Inversiones added the 219 Baker Street building to a portfolio valued at €19.3 billion, marking a rare multifamily bet for the Inditex founder's property arm.
Single-Family Offices Rise to 71% of New Profiles as Platform Tracks Shift Toward Private Capital
Asia accounted for nearly 20% of second-quarter additions despite representing just 10% of FINTRX's database, while Latin America saw no new firms.
Indian Family Office Assets Expected to Rise 50% by 2027
A joint report by Julius Baer India and EY India projects assets will climb from ₹70,000 crore in 2024, fueled by IPO exits and increased allocation to private markets.
Zara Founder's Family Office Buys London Luxury Building for $202 Million
Pontegadea paid about £150 million for 219 Baker Street in Marylebone, one month after closing an €800 million Paris office deal.
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The New York fintech will let advisors guide client decisions on held-away retirement assets without direct account control, starting in September.
Korean Ultra-High-Net-Worth Families Shift From Real Estate to Stocks and ETFs
KB Securities reports that clients holding more than 30 billion won in financial assets are adding bonds, dollars and gold to portfolios as they reduce cash and property weightings.
New Family Offices Drop Hedge Funds as Direct Deals Jump to 93%
Second-quarter data show newly formed offices allocating to private equity and direct investments at rates nearly nine times higher than to hedge funds or private credit.
Ken Griffin Takes 60% Stake in $6.2 Billion Midtown Tower as Citadel Anchors Development
Vornado and Rudin will develop the 1.9-million-square-foot building at 350 Park Avenue with a $3.3 billion construction loan.
Broad Creek Buys 315-Unit Sarasota Complex as Family Office Fund Nears 30% Deployed
The Washington firm acquired The Crossing at Palm Aire with European family office capital after closing $150 million multifamily vehicle's second round.
Cetera Adds $420 Million Team From Commonwealth in LPL Defection Wave
Durham advisors Tucker and Bria join through Summit Financial Networks after more than a decade at Commonwealth, which LPL acquired last year.
Family Offices Register in Dubai Financial Centre at 36% Annual Pace
The centre reported 1,408 family-office entities in the first half of 2026, up from roughly 1,035 a year earlier, as families seek common-law structures outside their home jurisdictions.
Belgian Family Offices Deploy €43 Billion Across European Real Estate
Brussels and Flanders-based dynasties favor direct ownership and 20- to 30-year holding periods, filling gaps left by institutional capital.
Lincoln Property Raises $2 Billion in Equity, Closes $400 Million Family Office Partnership
The Dallas-based real estate firm secured commitments from HF Capital and SGF Capital in a discretionary program focused on national investment opportunities.
Blackstone Reports $324 Billion in Private-Wealth Assets as Credit Fund Sees Outflows
The firm posted $8.6 billion in second-quarter sales to the wealth channel while redemption requests on its business-development company exceeded the quarterly limit.
Texas Water Shortage Could Limit Data-Center Growth as AI Boom Accelerates
State drought could leave Texas 20% short of water demand by 2030, with data centers projected to consume 9.1% of supply by 2040.
Young Heirs Shift $83.5 Trillion From Stocks to Private Markets and Crypto
Millennial and Gen Z investors allocate 15% to alternatives and 13% to cryptocurrencies, versus minimal exposure among older generations, as family offices reclassify digital assets from fringe bets to strategic holdings.
Indian Family Offices Shift Capital From Land Banking to Structured Real Estate
Domestic private wealth now supplies half of India's real estate fund commitments, channeling INR 100 million to INR 500 million tickets into AIFs as younger principals demand liquidity and governance.
European Investors Narrow Property Targets as Market Confidence Slides
Two new investor surveys and an earlier family office study show allocators sharpening asset preferences even as broader conviction in commercial real estate deteriorates.
New York Family Office Builds Portfolio Around Raw Land and Section 8 Housing
Yifeng Zhang Family Office operates through Yifeng Zhang Princem to execute acquisitions across domestic affordable housing, raw land and international markets.
Real Capital Solutions Raises $350 Million Office Fund at 18% of Replacement Cost
Louisville firm's CEO commits $50 million personally as fund targets distressed Class A and B properties in prime U.S. markets.
Rockefeller Recruits $2 Billion Merrill Team, Opens Columbus Office
The 14-person Jones Wealth Partners group, led by a 43-year Merrill veteran, marks the firm's third Ohio location.
Canadian Family Offices Shift Focus From Returns to Succession Planning
Sixty percent of family offices expect a leadership transition within the next decade, pushing integrated advisory models ahead of portfolio performance as the primary measure of value.
Family Offices Sign Miami Office Leases at $250 Per Square Foot
Financial-service tenants, including family offices, accounted for 15% of Miami's second-quarter leasing activity, a commercial brokerage said.
Indian Family Offices Shift Capital to Early-Stage Venture Funds
Wealthy families are backing smaller VC funds after institutional investors retreat, marking a reversal from years of late-stage and pre-IPO bets.
Corient CEO Kurt MacAlpine on Why RIAs Should Ditch the Silo Model
The Miami-based wealth manager has more than doubled client assets this year to $556 billion by replacing advisor competition with firm-wide collaboration.
Merrill Captures $13 Billion Morgan Stanley Team in Institutional Wealth Raid
Bank of America's private wealth arm adds 14-person Graystone unit serving ultra-high-net-worth families and executives, months after losing $129 billion team to RIA channel.
Thiel, Mansour and Brady Family Offices Anchor Miami's Brickell and Coconut Grove Push
A trio of high-profile ultra-wealthy investors secure premium office space in South Florida's most expensive districts, underscoring Miami's emergence as a family-office epicentre.
Pilot Flying J and Endeavor Energy family offices anchor Lincoln's $400M real estate fund
Two single-family offices managing multibillion-dollar fortunes have committed substantial capital to Lincoln Property Company's new commercial real estate vehicle.
RBC Wealth Arm Settles $275,000 FINRA Charge Over AML Surveillance Gaps
Flawed anti-money laundering monitoring rules failed to flag suspicious transactions in wealth management accounts for seven years, regulator finds.
China Imposes Retroactive 20% Tax on Offshore Trusts Held by Residents
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 Shift Away from Direct Real Estate Toward Private Credit and Infrastructure
Global UHNW investors are trimming traditional property holdings in favor of club deals, structured credit, and data centers amid valuation and financing concerns.
Lincoln Property Closes $400 Million Family Office Programme as 2026 Equity Crosses $2 Billion
Two leading single-family offices anchor discretionary allocation to Dallas-based platform in partnership marking shift toward longer-term strategic capital.
Zeplyn rolls out AI coaching tool to score advisor-client conversations in real time
The wealth-tech startup's new feature evaluates meetings against customizable rubrics and surfaces actionable feedback without manual transcript review.
Century-Old Wealth Firm Makes the Case for Knowing What Never Changes
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.
Family Offices Shift to Direct Property as Rate Plateau Reshapes Allocation Strategy
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.
Citywealth Names Top 30 Transatlantic Advisors Serving US-UK Family Office Clients
New Select list identifies lawyers, tax specialists and wealth managers operating across the Atlantic corridor as cross-border advice demand grows.
Single-Family Offices Drove 56% of Direct Real Estate Deals in First Half of 2026
FINTRX tracked 55 direct property transactions across eight asset classes in the period, with office-focused Real Capital Solutions closing seven deals alone.
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RBC Wealth Lures $1.6 Billion Dallas Team from Stifel in Latest Wirehouse Talent Raid
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Family Offices Cut Deal Volume to Decade Low as Real Estate Surges to 39% of Allocations
PwC's 2025 study shows family offices pivoting to fewer, larger transactions while real estate overtakes private equity as the top asset class.
RMZ Targets ₹6,500 Crore Office Condo Sale to Family Offices This Year
Bengaluru developer launches 'Signature Offices' arm to sell premium commercial inventory with minimum ₹100 crore ticket sizes across three cities.
Edge and Family Offices Acquire Cross Towers in Amsterdam
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Dutch Family Offices Join Forces to Acquire Major Residential Portfolio in The Hague
A consortium of ultra-wealthy families takes direct ownership of the Carmel rental housing portfolio, marking a shift toward collaborative, large-scale multifamily deals.
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US Family Offices Begin Long-Awaited International Pivot as Dollar Concerns Mount
After years of unprecedented domestic concentration, North American family offices are directing incremental capital toward Europe and Asia-Pacific for the first time.
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Bonaventure breaks ground on $85 million Norfolk project backed by Cafritz family office
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Nuvama-Cushman office fund closes at ₹4,000 crore, eyes broader asset mandate
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.
Japanese Capital Returns to New York Real Estate as Yen Volatility Reshapes Deal Timing
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.
Family Offices Shift Succession Focus From Tax Structures to Values-Led Stewardship
Ultra-high-net-worth families are rethinking succession planning as shared vision and resilience-building eclipse traditional estate frameworks.
Matthews Expands New York Footprint as Private Capital Drives Repricing Cycle
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Congress Bans Institutional Buyers from Single-Family Housing Market
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