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Campari Family Office Sells SoHo Building for $34 Million After Two-Year Hold
Lagfin, the Luxembourg-based vehicle behind the spirits group, booked a $10 million gain on 484-486 Broadway after converting office space to residential.
Family Offices Shift Real Estate Risk View After Currency Collapses, Business Sales
Vasant Capital's founder cites Soviet-era hyperinflation as the origin of her volatility tolerance, while Poland's Kulczyk family pivots from motorways to venture capital and opens deals to Western European partners.
Family Offices Outpace Institutions in Commercial Real Estate as Private Capital Hits $464 Billion
High-net-worth investors deployed more than institutional buyers last year for the first time, seizing forced-sale assets while pension funds remain locked in legacy positions.
Family Offices Join Gencom in Rosewood London Acquisition
The 308-key luxury hotel at 252 High Holborn is the latest trophy hospitality deal to draw private capital outside U.S. gateway markets.
More from Investment Strategies
Seattle Apartment Building Trades for $10.7 Million in Off-Market Deal
JLL arranged acquisition financing through Freddie Mac as local investment group completes portfolio repositioning.
Project Uris Pays $19.6 Million for Two Union Square Buildings, Lifting San Francisco Portfolio to Seven
The buyer has now assembled roughly $50 million in office and retail properties near the downtown plaza.
White Bridge Capital Backs Gencom's Purchase of 308-Key Rosewood London
The Miami advisory firm invested alongside family offices in the acquisition of the Grade II-listed luxury hotel, financing provided by HSBC and Santander.
Jarrell Properties Buys Two Downtown Fredericksburg Buildings for $3.3 Million
The investor now holds 14 properties totaling 126,000 square feet in the Virginia city's downtown core.
New York Lenders Deploy $36 Billion as Multifamily Refinancing Costs Climb
Wells Fargo's loan book more than doubled to $6.3 billion as construction financing outpaced rising rates, but SL Green's earnings miss shows the squeeze on leveraged owners.
Brooklyn Court Dismisses Challenge to NYC Pied-à-Terre Tax on Standing Grounds
The appellate panel reversed a lower-court ruling that had twice halted the tax rollout, finding plaintiffs failed to show they would actually owe the levy.
Hong Kong Family Offices Hold Course on Overseas Property Despite December Rate Rise
A quarter-point Fed increase is unlikely to trigger selling in European, US and Japanese real estate holdings, industry insiders say.
Miami Ranks Third Among U.S. Real Estate Markets as Griffin Deals, Tyko Loans Drive Activity
Office vacancy fell to 13.7 percent in the third quarter, the lowest level since late 2020, while Tyko Capital has provided more than $2 billion in construction financing within a year.
Family Offices Fund Gencom's Purchase of InterContinental Miami
White Bridge Capital and international family office partners provided a significant share of equity for the 652-room waterfront hotel at 100 Chopin Plaza.
Snowden Lane Pays $360,000 Over Margin-Fee Disclosures
The New York RIA did not tell clients its broker-dealer marked up margin interest rates and swept clearing-firm compensation from cash balances for five years.
Wealth Advisors Tell Clients to Wait on Anthropic IPO After SpaceX Lesson
Financial advisors report muted interest in the $100 billion offering and warn the stock may take five to 10 years to deliver steady gains.
Family Offices Narrow Real Estate Focus to Distressed Deals, Properties With Pricing Power
Rob Haugen of Michels Family Office said rate uncertainty has made the firm more selective in the asset class.
Bricksave Closes $13.5 Million Chelsea Loft Deal With Family Office
The crowdfunding platform reported a 7.65% average annual return across its US portfolio in the third quarter.
Garbe Launches Swiss Unit to Channel Family Office Capital Into Real Estate Deals
The Hamburg-based firm will co-invest shareholder capital alongside family offices in logistics, residential and infrastructure assets across Europe and the U.S.
Venable Formalizes Family Office Practice as Legal Needs Expand Beyond Wealth Planning
The 900-lawyer firm now offers coordinated counsel across M&A, real estate, governance, and specialized assets including sports teams and NIL rights.
Fed Holds Rates at 3.75%-4% as Two Officials Dissent, Defer December Signal
The Federal Open Market Committee voted 10-2 to leave rates unchanged, with Governor Lisa Cook and Cleveland Fed President Beth Hammack preferring a quarter-point increase.
Schwab Offers RIAs $4,800 Credit for Claude AI Enterprise Access
The custodian will subsidize a year of enterprise licenses for smaller firms that sign up by Nov. 30, offsetting the 20-seat minimum cost.
Morgan Stanley Buys Virginia Logistics Facility for $172 Million on Long-Term Lease
The 935,000-square-foot cross-dock property is backed by an investment-grade guarantee from infrastructure specialist Quanta Services.
Family Offices Demand Discounts and Pricing Power as Borrowing Costs Stay High
Chief investment officers at three wealth advisory firms say they are targeting yields in the high single digits or double digits and capping leverage near 65%.
Family Offices Pull Back From Real Estate as High Rates Curb Dealmaking
Milwaukee-based Michels Family Financial now invests only in "truly exceptional" projects, focusing on deeply discounted buildings with tenants in place.
Family Offices Raise Yield Bars and Tighten Leverage Limits on Real Estate
Three CIOs said rate uncertainty is pushing screens to high-single-digit returns on cost and sub-65% loan-to-value ratios as offices trade at discounts.
Family Offices Demand Steeper Discounts as High Rates Narrow Real Estate Appetite
Chief investment officers say they need conviction rates will fall before committing capital beyond deeply discounted properties and rent-reset plays.
Family Offices Name AI Top Direct Investment as 89% Report Gains in 2026
Artificial intelligence attracts 51% of family offices making direct investments, while inflation replaces tariffs as the dominant macroeconomic concern.
Oklahoma Family Office Snowmass Creek Capital Acquires Timber Cove Resort for $37.4 Million
The 46-room cliffside hotel on the Sonoma Coast changes hands as county occupancy rises 6.4 percent this year.
Family Offices Narrow Real Estate Bets as Rate Outlook Clouds Pricing
Investors are targeting distressed office buildings and big-box retail while avoiding long-term data center commitments and funds with leverage above 65%.
Family Offices Raise Infrastructure Allocations as Private Credit Appetite Cools
BlackRock survey of 206 single-family offices shows 30% plan to increase infrastructure exposure over the next year while nearly half hold private credit steady.
Century-Old Williams Equities Adds Park Avenue South Trophy After Madison Sale
The family-owned firm redeployed $160 million from its exit of 655 Madison Avenue into a discounted $147.5 million acquisition in Midtown South, where tech leasing rose 20 percent in the first half.
Solo RIAs Consider Joining 1099 Platforms as SEC Cybersecurity Audits Expand
Wealthcare and Mariner executives said advisors managing $250 million are spending six weeks on SEC audit responses, driving interest in supported-independence models that charge 10% to 20% of revenue.
Madison Capital Group Hires Chris Best to Build RIA and Family Office Distribution
Best will oversee capital raising and relationship development across wealth channels as the Charlotte firm expands distribution of its alternative real estate strategies.
Family Offices Brace for Leadership Transition as Next Generation Eyes Alternatives
A quarter of family offices underwent succession in the past decade, but only 37% said the incoming principal arrived very prepared, a Bank of America study found.
Family Offices Detail $2.4 Billion Real Estate Strategy at Investor Panel
A second-generation principal whose firm completed the Nashville Yards transaction outlined a portfolio spanning 6,800 manufactured-housing lots across Texas.
Former MML Associate Pleads Guilty to $3.8 Million Real Estate Note Fraud
Trevor Uhls gambled over $652,000 of investor funds on sports bets while promising returns on fabricated property deals, prosecutors said.
Private-Equity-Backed RIAs Add $4.4 Billion in Assets Through Four Acquisitions
Apella Wealth and Waverly Advisors, both backed by Wealth Partners Capital Group, completed separate deals in October 2026 as consolidation accelerates across the wealth-management sector.
Family Offices Double Luxury-Asset Holdings as Inflation Worries Mount
Nearly two-thirds of single-family offices now hold watches, art, jewelry and other collectibles, up from one-third a year earlier, BNY Wealth survey finds.
Waterloo Capital Launches Everstead as Unified Brand for Family Office Clients
The Austin-based RIA tapped Grayson Dunaway, formerly of Oxford Financial Group, to lead the Atlanta-based platform integrating investment management, tax and estate planning.
Family Offices Deploy $68.3 Billion in Third Quarter, Led by AI and Wealth Consolidation
FINTRX data shows 342 company transactions and 23 real estate deals across 161 family offices between July and September 2026.
ASK Property Fund and India Sotheby's Launch Rs 500 Crore Platform for Branded Second Homes
The equity vehicle will partner with Amavi by Clarks to develop luxury villa projects in hill, lake and spiritual destinations across India.
Ortega Family Office Pays $550 Million for Chicago's One North Wacker
Pontegadea Investments acquired the office tower from Irvine Co. at $393 per square foot in one of the year's largest downtown Chicago trades.
Morgan Stanley Wealth Division Books $232 Billion in Net New Assets on IPO Wave
The haul, driven by SpaceX and other public offerings, came as Merrill reported 13% revenue growth and Bank of America absorbed a $1.2 billion anti-money laundering fine.
RIA Firms Map Reporting Lines but Leave Workflow Undocumented, Operations Chief Says
Matt Sonnen of Coldstream Wealth Management argues that most advisory firms track who reports to whom but fail to chart how client requests actually move through the organization.
Indian Family Offices Double Startup Funding to $1.6 Billion, Shift From Real Estate
More than 300 family offices now manage over $30 billion in assets as millennials and Gen Z push allocations toward healthtech, fintech and AI.
Natural-Gas Family Office Targets Convenience Retail and Fuel Distribution
Two Texas Presidents, capitalized by Haynesville holdings, will deploy into operating businesses and the real estate beneath fuel and convenience infrastructure over the next five years.
Noblehouse Family Office Extends Multifamily Services to 19 States
The Plano-based firm serves families with $5 million to $50 million in assets through a coordinated team of specialists, targeting a segment typically below single-family office thresholds.
Michigan Family Office Buys Jacksonville Land Parcel for $5.38 Million
AJC Investment Group acquired the 4.5-acre site near Gate Parkway after the property sat on the market for nearly five years.
Bajaj Alts Raises $113 Million for Office Development Fund
The Bajaj Finserv subsidiary secured commitments from family offices and institutions for a vehicle targeting $238 million.
Family Offices Buy D.C. Office at $100 Per SF While Institutions Target Trophy Assets
EastBanc launched a distressed-office strategy this year focused on sub-$100-per-SF acquisitions for long-term repositioning, while institutional managers pursue mission-critical properties with tenant leverage.
Advisor Sentiment on Markets Falls to Five-Month Low as Outlook Divides
The Wealth Management WMIQ Advisor Sentiment Index dropped three points in September to 115, with 39% of respondents expecting market declines over the next six months.
Multi-Advisor Families Risk Gap Between Portfolio View and Balance Sheet Reality
Investment managers, accountants and attorneys each see one part of a family's finances, but concentrated employer equity and cross-border holdings often fall outside any single advisor's scope.
Chicago Family Office Pays $7.3 Million for Naperville Retail Center
The buyer acquired the 23,000-square-foot property from a private family that had owned it for more than three decades.
Family Office Buys Nashville Grocery Center Anchored by Tennessee's Top Whole Foods
The 92,470-square-foot Franklin property sold at 100% occupancy with shop tenants averaging more than $800 per square foot in sales.
Family Office Founder to Argue Workforce Housing Case at Miami Summit
Daniel Kaufman will tell attendees that patient capital and freedom from fund deadlines give family offices an edge in a segment institutional investors typically avoid.