Family Offices archive
Every Family Offices story, newest first. 84 stories
3 stories
- Governance & Succession
Ballentine Partners names retired CFO Jeffrey Potter as board chairman
Potter retired from day-to-day responsibilities at the Boston multi-family office on June 30 and remains a consultant through the end of the year.
- Family Office News
Wittington Investments agrees $8.9B Boots buyout from Sycamore
Fairfax Financial Holdings is a partner, with Wittington holding operational control of the 1,800-store U.K. and Ireland pharmacy chain.
- Family Office News
DW1 owners start a family office before any sale, FO Pro reports
Shane Foye, now president of DW1, says he and his father could have ended up estranged as each household's circumstances shifted.
2 stories
- Direct & Co-Investments
Weston family's Wittington Investments agrees $8.9B Boots purchase from Sycamore
Bezos Expeditions co-led a $475M quantum round and Dell's DFO agreed to buy a $406M SK Inc. stake.
- Governance & Succession
Still Pond Capital still pays duPont family a dividend tied to DuPont, GM history
Jamie Biddle told FO Pro the payout traces to quarterly dividends from DuPont Co. and General Motors and now goes primarily to the oldest generation.
1 story
- Family Office News
Micromax launches Rs 250 crore family office for deep tech
The office will invest in AI, semiconductors, defence, space and robotics startups in India and global markets, per an Instagram post dated 27 August 2026.
1 story
- Family Office News
Family offices completed 342 company deals worth $68.3 billion in Q3 2026, FINTRX says
The report tracked 178 family offices; a16z Perennial took part in 56 transactions and nine of the quarter's 15 largest rounds.
8 stories
- Family Office News
Verlinvest and Family Trust Investor pool bouldering chains into 39-gym alliance
The investors did not buy each other out, combining five European brands with more than 40,000 members.
- Direct & Co-Investments
Family offices completed 342 company deals worth $68.3 billion in disclosed round capital in Q3, FINTRX report says
FINTRX tracked 178 family offices that invested in companies, real estate or both between July and September, with 23 property deals adding $2.41 billion.
- Direct & Co-Investments
Ljungström family office co-led AnaCardio AB's €62.5 million Series B, joined Breye Series A
The AnaCardio financing is earmarked to fund a Phase 2b trial of AC01 in about 400 patients across twelve countries.
- Direct & Co-Investments
Verlinvest and Family Trust Investor combine five European bouldering brands into 39-gym platform
Neither investor bought the other out; the two sides pooled existing gym chains into The International Bouldering Alliance, familyofficehub.io reported.
- Direct & Co-Investments
Oetker Ventures joins Hadrian's $40 million growth round as an existing investor
Forgepoint Capital International and SmartFin co-led the round, bringing Hadrian's total funding to $65 million.
- Direct & Co-Investments
Goldbeck-backed aurum Impact joins Reverion's $175m Series B as new investor
The Bielefeld investment office joined the round alongside lead investor Kembara and institutional backers Allianz and KfW Capital, according to Family Office Hub.
- Direct & Co-Investments
Smedvig Ventures leads €6m seed in mika; Wecken & Cie. joins
The Berlin bookkeeping company reports more than 750 corporate customers, up from around 400 at the start of 2026.
- Direct & Co-Investments
GBL and CVC raise Recordati offer to €53 and extend acceptance to 23 October
The joint bidders are acting through Respighi BidCo for the Italian pharmaceutical group; the offer requires at least 66.67% of share capital to be tendered.
2 stories
- Family Office News
Waterloo Capital launches Atlanta-based Everstead family office brand led by Grayson Miller Dunaway
The brand combines Waterloo Family Office, Waterloo Tax Partners and Waterloo's wealth management platform under one integrated client team.
- People & Leadership
Twin Oak ETF Company names Ron Diamond chair of family office advisory board
The Diamond Wealth founder, whose syndicate counts more than 100 family offices, will advise the Wellesley, Mass., firm as it expands its work with those investors.
2 stories
- Family Office News
More than half of surveyed Benelux family offices expect next-generation control within a decade
The 2025 report also found 60% of participating offices were established since 2010 and 70% engage in philanthropy.
- Family Office News
Americana Partners launches family office group led by Matt Celenza
FOD records show Americana reported $9.1 billion in regulatory assets across 6,991 accounts as of Oct. 10.
5 stories
- Governance & Succession
Lockton family adds third-generation education to biennial retreat
All of the roughly 40 family members at the retreat were invited to sessions on family history, company history and philosophies.
- Family Office News
More than half of surveyed Benelux family offices expect succession within a decade
Van Lanschot Kempen Private Banking produced the 2025 report with Mercier Van Lanschot and Campden Wealth; 60% of participating offices were established since 2010.
- Family Office News
Abu Dhabi Family Business Council signs Campden congress hosting deal through 2028
Campden says the congress will convene leaders representing more than 350 ultra-high net worth individuals.
- Direct & Co-Investments
Ljungström family office co-led AnaCardio's €62.5 million Series B; Novo Holdings co-led Breye
AnaCardio's financing funds a Phase 2b trial of AC01 in about 400 patients across 12 countries.
- Family Office News
Northwestern Mutual launches Family Office Services for $50 million-plus clients
The Milwaukee insurer says more than 40 in-house specialists will work with its advisors to serve clients with at least $50 million in net worth.
2 stories
- Family Office News
Northwestern Mutual launches family office services for clients with at least $50 million net worth
The company says more than 40 in-house specialists will work with its advisors and teams nationwide on legal, tax, investment and legacy planning.
- Family Office News
Ljungström co-leads AnaCardio €62.5m Series B; Smedvig leads mika €6m seed
The two Ljungström rounds with Novo Holdings total €130m, and Family Office Hub does not break out the office's individual commitments.
14 stories
- Family Office News
Northwestern Mutual launches family office services for clients with at least $50 million net worth
The Milwaukee company says more than 40 in-house specialists will work with its advisors and teams nationwide on legal, tax, investment and legacy planning.
- Direct & Co-Investments
Ljungström family office co-led AnaCardio's €62.5m Series B with Novo Holdings
Two days earlier the office joined Breye Therapeutics' €67.5m Series A as a new investor, and Novo Holdings was in both rounds.
- Direct & Co-Investments
Goldbeck family office aurum Impact joins Reverion's $175m Series B
Kembara led the round, with Allianz and KfW Capital also participating, according to Family Office Hub.
- Direct & Co-Investments
Smedvig Ventures leads €6m seed in Berlin bookkeeping startup mika
Basel family office Wecken & Cie also joined the round, Family Office Hub reported on Oct. 8.
- Direct & Co-Investments
Hadrian raises $40 million with Oetker Ventures returning
The round, co-led by Forgepoint Capital International and SmartFin, takes Hadrian’s total funding to $65 million, the company said.
- Direct & Co-Investments
Italmobiliare to sell 80% of Capitelli to CA Animation at €36 million enterprise value
Italmobiliare puts its return at three times cash invested, including dividends, for a 20% IRR.
- Direct & Co-Investments
Verlinvest and Munich-based Family Trust Investor merge five bouldering brands into 39-gym alliance
Verlinvest contributed The Climbing Hangar and Boulders; Family Trust Investor contributed three German-speaking brands.
- Direct & Co-Investments
Wittouck family office Artal backs Universal Quantum's more than $100m Series A
The round, co-led by DCVC and Firgun Ventures, funds a Singapore R&D centre and US, Japan and Hamburg expansion, according to Family Office Hub.
- Direct & Co-Investments
IMI agrees to buy iSMA Controlli from Seragnoli's B.group for €63m
B.group backed the Italian building-controls maker in a 2011 management buyout and reorganized it into iSMA Controlli in 2021.
- Direct & Co-Investments
GBL raises Recordati bid to €53 a share with CVC
Family Office Hub reported the increase on 8 October and acceptance to 23 October 2026.
- Operations & Technology
Family Office Operational Excellence Report 2026 wins second consecutive thought leadership award
Campden Wealth produced the report with AlTi Tiedemann Global and said it draws on insights from family offices around the world.
- Family Office News
Raffles Family Office names Ken Peng as chief investment officer
The newly created Hong Kong-based role reports to group chief executive Chi Man Kwan.
- Family Office News
Campden study: one in three surveyed Benelux family offices set up in past five years
The 59 participating offices average €1,393 million in total wealth and €654 million in managed assets excluding operating businesses, with private equity named a priority.
- Family Office News
Abu Dhabi Family Business Council signs three-year Campden Wealth congress deal
The agreement gives Abu Dhabi exclusive hosting rights to the Global Owners and Family Office Congress from 2026 through 2028.