Sanctuary Wealth Adds $477M Merrill Father-Son Team as Breakaway Pace Accelerates
The Miami hybrid RIA, which now holds more than $58 billion in client assets, landed a 22-year wirehouse veteran and his son in its second Merrill capture this year.
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AssetView Rolls Out Multi-Asset Platform Targeting Family Office Oversight Gaps
The wealth-tech firm's unified dashboard aims to consolidate custodial accounts, private holdings, and forward cash-flow forecasting under one interface.
Australian Family Offices Head for USD 610m Market as Intergenerational Planning Drives Growth
Rising ultra-high-net-worth wealth and succession planning are reshaping Australia's private capital landscape, with the sector expected to grow at 3.86% annually through 2034.
London Family Office Count Crosses 200, Managing Over $200 Billion in Combined Assets
Dakota Marketplace tracks 203 single family offices in the UK capital, with INEOS Group and Alta Advisers topping the roster by AUM as institutionalization accelerates.
Ultra-Wealthy Families Build In-House Real Estate Teams to Escape Fund Fees
European and Middle Eastern family offices are cutting ties with traditional private equity real estate managers in favour of direct deals and co-investments that offer greater control and transparency.
More from Investment Strategies
Family Offices Pivot to Direct Real Estate Amid Rate Uncertainty
Ultra-wealthy investors are bypassing blind-pool funds in favor of club deals and direct acquisitions, seeking control over leverage and exit timing as interest rates remain elevated.
Family Offices Shift Real Estate Mix as Rate Environment Reshapes Sector Appetite
More than half of ultra-high-net-worth families have adjusted property allocations in recent months, moving away from traditional office and retail toward residential, logistics and alternative sectors.
Family Offices Rotate Into Private Credit and Infrastructure as Real Estate Allocations Evolve
Ultra-high-net-worth investors are maintaining real estate exposure but pivoting toward niche property strategies and alternative credit as rate environment reshapes asset allocation.
Hong Kong Family Offices Target European Real Estate Amid $464 Billion Deployment Wave
Financial Secretary Paul Chan's European tour highlights Hong Kong's push to channel private capital into Continental markets as family offices outpace institutions in commercial property investment.
Private Real Estate Delivered Top-Tier Returns Over Two Decades, Invesco Data Shows
Institutional analysis reveals US private real estate matched or exceeded equity and bond performance across 20 consecutive ten-year periods since the mid-1990s.
Ultra-Wealthy Shift to Direct Apartment Ownership as Fund Allocations Cool
Family offices and ultra-high-net-worth investors are bypassing traditional fund structures to acquire multifamily properties outright, targeting smaller deals in Sun Belt and secondary markets where institutions remain underweight.
Family Offices Deploy Dedicated Vehicles to Acquire Distressed CRE as Banks Retreat
Capital markets brokers report families are raising opportunity funds and separately managed accounts to buy notes, preferred equity and stalled projects institutional players are avoiding.
Ultra-High-Net-Worth Investors Pivot to Direct Property as Rate Cuts Loom
Family offices are rotating out of listed REITs and fixed income, targeting logistics, multifamily, and data-center deals with control provisions and downside protections.
RIAs Pivot to Active ETFs and Risk Management as Energy, Commodities Draw Allocations
Advisors added specialty strategy funds at record pace in Q1 2026 while traditional issuers shed market share, signaling a portfolio construction shift toward tactical positioning.
Younger Generations Reshape Family Office Strategy as $119 Billion Study Reveals Generational Divide
New research shows 79% of family offices report rising involvement from next-gen members, with succession planning and digital asset appetite emerging as key friction points.
Family Offices Deploy $100 Million Into Distressed Real Estate as Institutional Capital Stays Sidelined
Ultra-wealthy investment firms are acquiring office properties at 18 cents on the dollar and multifamily assets at 20-30% discounts while traditional investors wait out elevated rates and geopolitical volatility.
Family Offices Pivot to Direct Real Estate Deals as Market Dislocation Opens Opportunities
Ultra-high-net-worth investors are stepping up club-style acquisitions in logistics, residential rental and alternative property types while pulling back from office and retail.
Family Offices Recalibrate Private Real Estate Mix as Volatility Pressures Valuations
Ultra-high-net-worth investors weigh direct property deals against refinancing risk and liquidity constraints while preserving long-term allocation to hard assets.
Family Offices Pivot to Direct Real Estate as Passive Allocations Decline
Wealthy families are bypassing public markets in favor of individual properties, joint ventures, and operating platforms they can control.
Ultra-Wealthy Families Accelerate Private Market Shift to Escape Volatility, UBS Finds
New global survey reveals family offices are raising real estate and infrastructure allocations while lengthening horizons and reducing leverage.
Private Equity Majors Hunt Family Office Capital as Real Estate Allocations Pivot
Wealthy families reassess portfolio structures amid persistent rate pressures and uneven commercial property fundamentals, drawing fresh attention from PE firms seeking alternative funding.
FINRA Sounds Alarm as AI Amplifies Finfluencer Risks for Self-Directed Investors
Regulators warn that generative AI tools are learning from unvetted social media personalities, creating new compliance headaches and leaving retail investors exposed to misleading guidance.
Family Offices Tilt Toward Direct Real Estate as 2026 Allocations Reset
Single-family offices are expanding direct property ownership and GP-equity positions in U.S. markets, citing better alignment than commingled funds.
Joint-Venture Equity Returns to Favor as Sponsors Seek Co-GP Capital
Sponsors closing real-estate deals are increasingly turning to family offices for co-GP equity rather than traditional LP fund capital.
CREFC Names 2026 Class of '20 Under 40' Honourees as CRE Finance Leadership Shifts
Trade association recognises emerging professionals who navigated market dislocation and technology shifts across the $6 trillion commercial real estate finance industry.
Fed Balance-Sheet Runoff Could Lift Long-Term Bond Yields, Wells Fargo Warns
Federal Reserve Chairman Kevin Warsh's stated plan to shrink the central bank's bond holdings may push yields higher as private investors absorb greater supply.
Robinhood's TradePMR Cuts Margin Rates to 4.25% in Push for RIA Market Share
The custodian will reduce securities-backed lending costs from July 1 and expand forgivable loans for succession planning as it challenges Schwab and Fidelity.
LPL to Drop Advisor360° Platform for Commonwealth Advisors After Acquisition
The brokerage giant plans to migrate 2,900 recently acquired Commonwealth advisors to its proprietary ClientWorks system, ending a relationship with the technology firm spun out from Commonwealth in 2019.
Private Credit Steps Into the Real-Estate Refinancing Gap
Banks pulling back from commercial real-estate lending have opened lanes for family-office and private-credit-style debt allocations.
Morningstar Names 12 Most Undervalued REITs as Lodging and Office Sectors Trade Deep Discounts
Park Hotels & Resorts and BXP lead the research firm's June undervalued list, trading 34% below fair value amid persistent headwinds in hospitality and office fundamentals.
Institutional Investors Deepen REIT Exposure as Portfolio Completion Strategy Gains Traction
Survey data shows 88% of institutions now view REIT investments as core real estate holdings, with largest pensions leading adoption trend.
Institutional Investor Launches Invite-Only Capital Introduction Forum in Fort Lauderdale
Alpha Edge North America debuts May 2026 as a closed-door LP-GP gathering alongside a peer-driven private markets buy list.