Insert from  Goldman Sachs brings art advisory service to Asia’s ultra-rich  Goldman Sachs has begun providing advice on art and collectibles to ultra-wealthy people in Asia, including ... See More

Are family offices deals are getting larger and more complex? In recent years, the number of family offices has swelled and they are fast evolving beyond traditional asset management, accor ... See More

Family Office Deal Tracker  FintrX 4/3/25 Capricorn Investment Group was involved in a $98M additional funding round for HeartFlow, Inc., a CA-based innovator in AI-driven coronary artery ... See More

Texas-based VisionPoint Advisory Group and Mississippi-based Navitas Wealth Advisors merged to form Balefire, a Dallas-based RIA advising on $3.7B in assets, with nearly 60 employees across ... See More

David Blitzer's Bolt Family Office has participated in a $20M Series A funding round for Ballers, a social sports venue company  Source of Information:  Disclaimer:All content provided ... See More

It’s long been acknowledged that the US dominates global wealth management, but even seasoned financial professionals may be taken aback by the sheer disparity. The American market is more ... See More

ICONIQ Capital Family Office participated in a series C funding round for Statsig, a feature management and experimentation platform, raising $100M Source of Information: Disclaimer:All co ... See More

Coral Vita has raised over $8M in a Series A funding round to help restore dying and damaged coral reefs with backing from Lukas Walton's family office, Builders Vision  Source of Informat ... See More

T5 Equity Partners has participated in a $3.5M Seed round for Faura, a startup firm that helps insurance firms identify houses and businesses in disaster regions, after the recent wildfires ... See More

Think Global Media Group has announced the launch of “Impact Wealth” a new international luxury lifestyle docu-series premiering Jan 2026. According to the group: “This high-end series ... See More

Investment firm Andon Hong Kong is opening an office in New York to deepen its push into alternatives. The investment firm is progressively broadening its asset allocation to diversify risk ... See More

 Foundation Source, a provider of scalable technology solutions for donors, nonprofits, institutions, and the wealth advisors who serve them, announced it has acquired Giving Place, a softw ... See More

1. Direct Indexing with Year-Round Tax Loss HarvestingTax loss harvesting isn’t new. But automating it, scaling it, and doing it all year long is a different story.Cerulli’s 2022 report ... See More

The children's nutrition focused food brand, Troovy received $2.4M in a Seed round with backing from Harsh Mariwala's family office, Sharrp Ventures  Source of Information:  Disclaimer: ... See More

Hope to see you June 10th more information please see go to Chicago-Wealth.com   Disclaimer:All content provided by Let's Talk Family Office℠ is for informational and educational purp ... See More

Why the Family Office Market Could Be Bigger Than Private Equity and Venture Capital Combined   Source:https://www.nasdaq.com/videos/why-family-office-market-could-be-bigger-private-equit ... See More

Swedish-based biotech company specializing in T cell therapies, Annoca, has raised approximately $46M in a Venture round with support from Ramsbury Invest AB  Source Of Information: Discl ... See More

 Northern Trust Wealth Management has announced the expansion of its family office services with the launch of Family Office Solutions, a new offering targeting ultra-high-net-worth familie ... See More

Mutual Trust's Jono Gourlay says some ultra high net worth family offices have up to 50% of their portfolios allocated to private markets. Supplied.Australia's wealthiest families are pourin ... See More

Saudi-based Baraya Extended Care, a specialized rehabilitation and long-term care provider, has raised $124M in a Series B round with backing from The Olayan Group Source of Information: � ... See More