The Family Office Daily Briefing
from Private Wealth DailyWeekdays at 7:40 a.m. ET: formations, direct deals, people and governance at single- and multi-family offices. Every edition is archived here.
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October 2026
- Ballentine Partners names retired CFO Jeffrey Potter as board chairman3 stories
- Weston family's Wittington Investments agrees $8.9B Boots purchase from Sycamore2 stories
- Micromax launches Rs 250 crore family office for deep tech1 story
- Family offices completed 342 company deals worth $68.3 billion in Q3 2026, FINTRX says1 story
- Family offices completed 342 company deals worth $68.3 billion in disclosed round capital in Q3, FINTRX report says5 stories
- Waterloo Capital launches Atlanta-based Everstead family office brand led by Grayson Miller Dunaway1 story
- Twin Oak ETF Company names Ron Diamond chair of family office advisory board3 stories
- Lockton family adds third-generation education to biennial retreat5 stories
- Northwestern Mutual launches Family Office Services for $50 million-plus clients1 story
- Northwestern Mutual launches family office services for clients with at least $50 million net worth2 stories
- Northwestern Mutual launches family office services for clients with at least $50 million net worth5 stories
- Family governance planning often takes longer than the tax work, Ghazi says5 stories
- Maldonado family council chair Alexander Degwitz on how GEMIS became the family business5 stories