Global family offices scale back U.S. exposure as Asia and Europe rise
Trade tensions, geopolitical shifts and long-term diversification goals are prompting a quiet but strategic global pivot.
Latest News
A less-generous Buffett would be $67 billion richer than Musk
Had the Oracle of Omaha held onto his stake of Berkshire Hathaway through the years, he’d have a net worth of almost $400 billion.
Harvard to fund $250 million for research after Trump scraps federal money
School leaders will also work with researchers to make “prudent decisions” about adjusting their programs amid the funding pressure, Harvard President Alan Garber and Provost John Manning said.
Cerulli Associates: Endowments and foundations increasingly turning to OCIOs
Many endowments and foundations say greater complexity requires an enhanced level of expertise.
Peer to Peer Insights
Predicting the future of the family office
Andrew Cooper and Justyn Volesko of the Cerity Partners Family Office talk about the future of the family office business model and broader trends in wealth management.
Investing trends family offices are following amid market volatility
Tom Hoops of the multifamily office New Republic Partners talks about the benefits of an MFO for families as well as his investing outlook for what looks to be a volatile few quarters.
How family offices are rethinking investing in new era of ESG
Jason Britton of Reflection Asset Management discusses the state of ESG investing and how family offices are picking up the slack during a pullback by institutional investors.