Industry
The family-office industry: news, trends, careers, the directory, and the resource library.
The Industry
How the Family Office Industry Is Changing
The family office industry is changing rapidly, shaped by forces including earlier formation by entrepreneurs, advancing technology that compresses the cost of… · 6 min read
Careers in Family Offices
Family offices hire across a wide range of disciplines — investment management, accounting, tax, legal, technology, estate operations, and executive support —… · 8 min read
Family Offices and Regulation
Most single family offices are structured specifically to fall outside the registration requirements that apply to investment advisers — a concept anchored in… · 6 min read
Latest News
Real headlines from named outlets — every item links to the original article.
Pakistan signals progress on U.S.-Iran deal as Washington and Tehran trade reparation demands
The dueling positions Washington and Tehran staked out showed how far apart the two sides remain even as both…
We're starting a position in a memory maker that was just put in the Bullpen
This stock is one of the more volatile names in the market, prone to big swings.
My 401(k) fully vests this month—why my latest work anniversary is worth thousands
Many companies contribute to employee retirement accounts, but depending on your firm's rules you may forfeit…
We live on a farm and have $2.2 million saved for retirement. We’re ready to retire abroad. Can we afford it?
”We don’t live lavishly, and sometimes we both think maybe we could upgrade a few things.”
Zelenskyy warns Putin is preparing for escalation by bringing in North Korean military equipment
His comments come shortly after deadly Russian attacks on cities across Ukraine overnight.
RIA Edge 100: Wescott Financial's Psych Profiles Pay Dividends
Founder Grant Rawdin discusses how the desire to work more closely with clients grounded Wescott Financial in…
This fund manager tunes out AI hype to flag the infrastructure stocks to buy now. Think roads, water and telecom towers.
Lazard portfolio manager Bertrand Cliquet says infrastructure companies are worth more than the AI hype…
The AI dividend in healthcare is real. Now the focus is extending its impact
Driven by the pressures on health systems, AI is moving from promise to practice. It's beginning to pay…
Airbnb has added thousands of new hotel listings. Will that ruin its charm?
The home-rental company is leaning into hotels and third-party amenities to transform into a “one-stop shop”…
Directory & Resources
8 organizations
DirectoryAssociations & Networks6 organizations
DirectoryConsultants & Advisors4 organizations
DirectoryCustodians & Platforms5 organizations
DirectoryCybersecurity3 organizations
DirectoryData & Research4 organizations
DirectoryFamily Office Technology6 organizations
DirectoryInsurance5 organizations
DirectoryLaw Firms6 organizations
DirectoryMulti-Family Offices12 organizations
DirectoryPortfolio Reporting Software6 organizations
DirectoryPrivate Banks7 organizations
DirectoryRecruiting & Compensation4 organizations
ResourcesAssociation5 entries
ResourcesBook10 entries
ResourcesCommunity3 entries
ResourcesConference3 entries
ResourcesEducation4 entries
ResourcesNewsletter3 entries
ResourcesPodcast2 entries
ResourcesReport4 entries