Family Offices archive
Every Family Offices story, newest first. 84 stories
21 stories
- People & Leadership
Raffles Family Office names Ken Peng as chief investment officer
The newly created role reports to group chief executive Chi Man Kwan, and Peng is based in Hong Kong.
- Allocations & Managers
RBC/Campden: family offices raise private equity and AI expectations as succession plans lag
The Sept. 29 report found 84% expect direct private equity and 74% expect private equity funds to match or beat 2025 results in two to five years.
- People & Leadership
Raffles Family Office hires former Rwandan minister for Africa-Asia role
Jean de Dieu Uwihanganye takes a newly created principal seat in Hong Kong that reports directly to Group CEO Chi Man Kwan.
- People & Leadership
Family Office of America agrees to acquire certain assets of J F Kearney
James F. Kearney will continue to lead the Maryland accounting and tax practice as the JF Kearney Division, according to the announcement.
- Direct & Co-Investments
Pontegadea sells entire 13.7% REN stake to Portugal's Parpública
The deal covered 91,723,676 REN shares and settled on 7 September 2026; no price was published by either side.
- People & Leadership
RPM Living, Baltisse and Peruna announce 374-unit Irving apartment acquisition
The Lake Carolyn property, renamed The Louis Las Colinas, was formerly The Crest at Las Colinas; purchase price was not disclosed.
- People & Leadership
Carling family office launches BlackRidge Capital acquisition finance
The Dubai-based group says the new business will fund the initial payment in business acquisitions; no fund size or pricing was disclosed.
- People & Leadership
Preqin founder's family office hires Edward Digby as CIO
Caproasia reported the hire and described Digby as an eighteen-year JPMorgan veteran; Private Equity News said he left JPMorgan private banking in late July.
- Family Office News
Corient announces FortCay Family Advisory acquisition in Cayman Islands expansion
FortCay, founded by Billy Harty and Matt Houghton, serves 14 ultra-high-net-worth families with about US$2.6 billion in client assets.
- People & Leadership
Cresset hires former Blackstone strategist Joe Zidle as chief market strategist
Zidle spent nearly eight years at Blackstone Private Wealth and later founded his own research and investment strategy firm.
- Direct & Co-Investments
Centaurus Capital and New System Ventures co-lead LineVision's up-to-$37.5 million Series D
John Arnold's Centaurus Capital co-led the round, which LineVision announced on Sept. 17, 2026.
- Allocations & Managers
Family offices logged 112 August deals, 34 involving AI
FINTRX's Sept. 23 report shows Series A led again with 20 deals while acquisitions fell to 12 from 18.
- People & Leadership
Carlyle names David Seeberan and Victoria Matthews to new family-office roles
Seeberan was named global head based in San Francisco; Matthews was named Europe and Asia head based in London, WealthBriefing reported.
- People & Leadership
Stonegate Capital launches Dubai family office for one UK family
The office's mandate spans public and private markets, real estate and direct investments.
- Direct & Co-Investments
Arthur Blank's AMBSE leads Pro Shop's $24M Series B
New backers Causeway Media Partners and Ares Sports, Media and Entertainment funds joined returning investors including PGA Tour.
- Operations & Technology
A.P. Moller Holding opens Singapore office, its first outside Denmark
The office will focus on growth equity across Asia Pacific, according to a company LinkedIn update.
- Direct & Co-Investments
duPont REGISTRY Group adds Tom Cabrerizo family office as investor, will launch Elferspot Events
Investment size was not disclosed; Elferspot Events, a Porsche events platform, is scheduled to open in Coral Gables Jan. 15-17, 2027.
- People & Leadership
Hong Kong’s Kingsway Family Office names Julien Grunebaum managing partner
Grunebaum will build cross-asset investment strategies for clients across the region, according to his LinkedIn post.
- People & Leadership
Northern Trust adds two to New York family office solutions team
Robert Ludricks III joins as Northeast region managing director and Olof Akesson as investment director, per the Sept. 28 announcement.
- People & Leadership
Raffles Family Office appoints Jean de Dieu Uwihanganye to emerging-markets role
The Hong Kong multi-family office said the newly created principal role focuses on the Africa–Asia corridor and reports to Group CEO Chi Man Kwan.
- People & Leadership
Raffles Family Office names Ken Peng as first chief investment officer
The newly created role reports to group chief executive Chi Man Kwan, with Peng based in Hong Kong.
10 stories
- Governance & Succession
RSM survey finds 55% of family offices have no succession plan
Among family offices with a plan, 37% have a formal written document; the rest rely on drafts, verbal agreements or informal arrangements.
- Governance & Succession
Family governance planning often takes longer than the tax work, Ghazi says
The Ashurst Perkins Coie partner puts an ideal pre-liquidity runway at three to five years, with one to two still productive, and says the governance item is the one without an external trigger.
- Operations & Technology
How 750 entities turned the Kanter family into a family office
Josh Kanter tells FO Pro that Chicago Financial grew out of complexity rather than balance-sheet size, and that simplification became the job.
- People & Leadership
Family office leaders describe persistent hiring pressure for investment, tax and trust roles
Executives at Michels Family Office, Plante Moran, Bessemer Trust and Deloitte say experienced candidates are hard to find, and some offices want prior family office experience.
- Operations & Technology
Maldonado family council chair Alexander Degwitz on how GEMIS became the family business
The family signed its trust in 2000 and established the GEMIS office two years later, four years into a sell-down of the Venezuelan operating businesses it had built since 1911.
- Governance & Succession
Unity Hunt's Steve Gardner on teaching a rising generation what the family office does
The Lamar Hunt family office serves four children and their descendants, and vice president Steve Gardner says younger members often do not know what to ask for.
- Governance & Succession
Patricia Saputo describes a family education program built on reporting deadlines
Her father gave each grandchild money on one condition: they report at the next meeting what they did with it.
- People & Leadership
Briar Hall's CEO says family office hiring puts leadership ahead of technical skill
The Chicago single-family office employs roughly 60 people and recently hired a chief relationship officer and a chief learning officer.
- Governance & Succession
Morgan Stanley and Botoff survey finds family members hold 12% of family-office executive roles
The 2023 survey of more than 400 single family offices also found family-member executives paid 63% of what non-family peers earn.
- Operations & Technology
UBS survey: staff costs are almost 70% of family office pure operating costs
That pure cost of running the office accounts for 61% of the overall cost of the enterprise, and 60% of respondents expected staffing spend to rise over three years.
9 stories
- Direct & Co-Investments
Baruch Future Ventures joins CorePower Magnetics' $10.6m round
The Pittsburgh magnetics maker has raised $13.6m in equity alongside roughly $27m in non-dilutive federal funding.
- Allocations & Managers
Jacque Sokolov's healthcare-only family office and a $50 million biotech loss
SSB's chairman says regulatory, payment and adoption timelines now stretch the gap between a clinical advance and revenue, changing what a single-sector family office is underwriting.
- Direct & Co-Investments
Renzo Rosso's Red Circle takes control of Cortilia with €10m capital increase
The holding lifts its stake in the Milan online grocer from 26.3 per cent to more than 60 per cent; Cortilia reported €45.4 million revenue and a €4.9 million EBITDA loss in 2025.
- Governance & Succession
Family offices at ALIGN 2026 weigh legacy-asset sales and governance as families expand
Leaders from Still Pond Capital, Mt. Vernon Investments and Krause Group discussed sales, governance and AI at the Dallas conference, per FO Pro's account.
- Direct & Co-Investments
Duquesne joins Fab2's $500 million round as family offices span three sectors
The Druckenmiller vehicle takes a position in a chip-fab startup valued at $3.7 billion, in a week when a family office led a $1.1 million Chilean fintech raise and two more joined a $4.5 million Indian cooling round.
- Direct & Co-Investments
DFO agrees to Baldwin take-private; Whitehole buys EZO stake; White Road joins Nix round
DFO Management and Sequence Holdings agreed to buy The Baldwin Group for $32.50 a share, Whitehole acquired 5.05% of Irish EV-charging operator EZO, and White Road Investments is among the backers of Nix Biosensors' $10 million Series A.
- Direct & Co-Investments
Moratti, Elkann and Berlusconi vehicles join Iusful's €2m pre-seed
United Ventures and the Italian Founders Fund led the Milan round; none of the four family vehicles publishes a portfolio.
- Direct & Co-Investments
Duquesne joins Precision Neuroscience’s $250m Series D; Divisa leads ONYA
Tom Cabrerizo’s family office also invested in duPont Registry Group and will help launch a Porsche events platform.
- Direct & Co-Investments
Berlusconi-linked Ithaca joins €3.7m JustSolve pre-seed led by Base10
The Milan startup builds AI for credit management and out-of-court debt recovery; three of the round's five institutional backers trace to family holdings.