The dollar amounts are large, but inheritances will be concentrated among the top percentage of wealthy families

Keith McLean spotlights inherent risks and advises on how to approach liquidity and structure a deal

Family offices are shifting away from U.S. equities and continuing to embrace alts and other unique investments

In advance of the annual CVCA conference, three Calgary-based funds talk about why they see a bright future

The legislation contains massive giveaways to the oligarch class.

The Meta CEO rose above the Amazon founder to become the second richest man in the world, behind Elon Musk.

Being a Berkshire shareholder involves a belief that the company has discovered a better way to invest –there is some evidence for this

“That’s the thing you have the most chance of being world-class at.”

Unlock the secret to lasting financial success by adopting the wealth-building habits of a high-net-worth individual.

When Candice Meng, a real estate developer from Guangzhou in southern China, heard about US President Donald Trump’s proposal for a new “gold card” offering permanent residency to the super-rich, she was initially intrigued. The requirement to invest at…

“The chance of taking a hit in the stock market is a bit too high for the reward."

There are a lot of rich people in the world, and the legacy of some of these individuals stems from their family business. One perfect example is Walmart heir Rob Walton.

Entrepreneur David Adelman said family offices can provide more expertise and more patient capital than private equity or venture funds.

In this article, we touched on the pivotal role of the Investment Policy Statement in governance in the realm of the Family Office.

Black Spade Capital, the family office of Macau casino billionaire Lawrence Ho Yau-lung, has invested in IFCX, a Hong Kong-based real estate brokerage group that aims to pool at least US$5 billion of capital from Asian clients for investments in emerging…

Hong Kong should strive to become a hub for multifamily offices to enhance its economy and global standing in a volatile market, as these entities wield greater influence than single-family offices, according to the group CEO of Raffles Family Office…

The majority of family offices surveyed by UBS have an estate plan in place

Stan Druckenmiller’s Duquesne Family Office aggressively reshaped its portfolio in Q1 2025, exiting numerous stocks and slashing others. These factors, along with a volatile quarter for the S&P 500 and Nasdaq Composite, reduced the portfolio’s overall value.

Wealthy clients are diversifying outside the U.S.-centered assets into crypto, gold, and Chinese assets.

Ultra-rich Americans are still betting on the U.S. economy and stocks with their private investment firms.

Family offices boosted stock allocations in developed markets while still investing in alternatives like private equity, according to a UBS survey.