On its 100th anniversary, Pitcairn family office CEO passes the baton
Pitcairn, a leading multi-family office celebrating a century of serving ultra-high-net-worth families, just announced a leadership transition–CEO Leslie Voth will hand over the reins to the firm’s current president, Andrew L. Busser.
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Fidelity’s billionaire Johnson family backs consumer venture capital fund
Unfold Ventures began marketing itself Monday by launching with $300 million from FMR, which counts the billionaire Johnson family as its biggest shareholder.
Instacart founder exits with $1.1 billion fortune after IPO
Apoorva Mehta, who stepped down as CEO in August 2021, relinquished his board position as executive chairman as part of the IPO proceedings to current CEO Fidji Simo. The transition marks the end of Mehta’s 11-year tenure with the company he co-founded in 2012.
Ex-Credit Suisse banker’s wealth firm shuts down after bad bets
Francis Menassa’s JAR Capital, a wealth manager for rich individuals and families, was recently ordered by a court to wind up operations because of unpaid debts, partly resulting from problematic bets on crypto and leisure assets along with a failed bid to buy a bank, according to registry filings.
Peer to Peer Insights
Prime Coalition's Sarah Kearney describes the future of impact investing
Sarah Kearney is the founder and executive director of Prime Coalition, a nonprofit that steers capital to support scalable solutions to climate change. Previously, Sarah was executive director and a trustee of the Chesonis Family Foundation, a grantmaking organization that supports transformational energy research, development and deployment.
Leila Francis on estate challenges for divorced and blended families
Leila Francis is BMO Wealth Management’s senior fiduciary adviser. As a former trust and estate lawyer, she works closely with families and clients to help develop thorough estate plans that are aligned with their current and future needs.
Geller’s Oliveira talks about the biggest challenges in wealth management today
Martim De Arantes Oliveira, managing director of Geller Advisors, leads a multidisciplinary team of subject matter experts tasked with delivering integrated advice in all key disciplines of wealth management.
NEWSLETTER ARCHIVE
Sept. 25, 2023: Next gen drives new era of family offices
Sept. 21, 2023: Prime Coalition's Sarah Kearney describes the future of impact investing
Sept. 18, 2023: Activist investing gains momentum with family offices
Sept. 14, 2023: Estate challenges for divorced and blended families
Sept. 11, 2023: Anatomy of a family office club deal
