In just over a year since its founding in July 2017, Cresset Wealth Advisors has achieved remarkable growth, surpassing $3 billion in assets under management (AUM) as of September 2018.

Cambridge University CIO Set to Become CEO at London Multi-Family Office

Nick Cavalla will leave the university at EOY 2018 to assume his new role at Talisman Global Asset Management, a London, UK-based multi-family office.

Sadis & Goldberg LLP, a New York-based law firm with a strong presence across financial services, real estate, family offices, hedge funds, venture capital, and private equity, has earned recognition for its exceptional legal talent.

In today’s fast-paced, tech-enabled world, cultivating a strong network is more essential—and more complex—than ever. This holds true across the private wealth space, where access, trust, and timely information drive opportunity. While conferences...

Warakirri Asset Management Appoints New Head of Family Office Division

Stuart Devlin will lead Warakirri Asset Management's Family Office division, focusing on developing business with ultra-high-net-worth individuals and families in Australia.

The shift toward direct investing within the family office ecosystem shows no sign of slowing down. The once passive, fund-heavy family office has evolved into a more sophisticated and entrepreneurial force in the private capital markets. This...

FINTRX Buy-Side Has Arrived!

The family office landscape is a forever moving target. The rapid growth trend of newly minted family offices has certainly kept us busy here at FINTRX. With each passing day we continue to keep our pulse on the family office echo system and its...