Morgan Stanley and Botoff's new survey shows long-term incentive plans and co-investments reshaping family-office pay.

Preqin data show family-office participation in private markets outstripping wealth managers and endowments, even as UBS finds near-term private equity pullbacks.

Realm's platform lets families with $200 million investable assets act like institutions, even as their real estate allocations trail.

Patient family capital with $10 trillion in assets is a growing competitive threat to private equity, argues Ronald Diamond.

Libretto CEO Jeff Coyle argues family offices should organize strategy around each household's balance sheet.

Campden Wealth report shows more families defining wealth's purpose, but next-generation engagement remains low.

Structured family meetings are emerging as a critical estate-planning tool for ultra-wealthy families, per Cerulli.

A $25bn RIA has launched a virtual family office for ultra-rich business owners and families.

Eddie Smith Jr. pledged 95% of future profits to charity by placing Grady-White Boats in a perpetual purpose trust.

Jeff Bezos' family office made five AI startup investments in June, CNBC reports, leading family office direct-deal volume this year.

FinCEN final rule permanently ends CTA filing for US persons, deletes prior data.

Family Wealth Report's fintech forum heard AI now executes workflows, but humans still own final decisions.

A Tax Foundation analysis says Proposition 40's wealth tax may be invalidated before raising revenue.