&Partners Makes a Triple Recruit, Loxahatchee Capital Names New Director of Operations, and Family Offices Focus on Real Estate in the latest edition...
Take a Lap Around the Industry 🏃
Family Offices Shifting Allocations Toward Emerging Markets, Infrastructure as Risks Mount (MarketsGroup)
Ex-Cresset Co-Chair Paul Pagnato Launching New Family Office Business (Citywire)
More Than Half of RIA Assets Are Controlled by 2% of Firms (AdvisorHub)
EU Joins US Pact to Break Reliance on Chinese AI Supply Chains (Financial Times)
Family Office Deal Tracker
Clario, a platform designed to clean up unnecessary data, has landed a $6M Seed funding round with backing from HighSage Ventures
Led by John Doerr's family office, Foris Ventures, carbon removal registry platform Isometrichas raised $40M in a Series A funding round
Susquehanna has participated in a $22M Seed funding round for Critical Energy, a power plant firm that converts geothermal heat into electricity
Singapore-based H3 Zoomhas closed a $3.6M Series A round with backing from Lotus Singapore Group
PE-backed Maridea Wealth Management has made its way into Florida with the acquisition of $180M Ashford Investment Advisors(Citywire)
Florida-based Northstar Financial Planners has been purchased by Modera Wealth Management, bringing $312M in assets (Connectmoney)
$800M Snyder Wald Wealth Partners,previously part of Morgan Stanley’s Global Sports & Entertainment group, has joined Citizens Private Wealth (AdvisorHub)
Steven Gold has returned to Morgan Stanley from UBS with his team, Gold Wealth Management(AdvisorHub)
Recruitment Run
&Partners recruited three former Wells Fargo advisor teams in a single week, adding $1.6 billion in pre-hire AUM as it continues its national expansion.
Wavewood Private Wealth in Basking Ridge, NJ, joined with $574 million in AUM, led by Morgan Castner and Jeffrey Libman, alongside senior client relationship associate Tara Writt
Brookside Wealth Advisors in Indianapolis transitioned with $550 million in assets, while Three Points Wealth Planners in Dana Point, CA, moved with $450 million
Founded by former Wells Fargo Advisors CEO David Kowach, &Partners now oversees $57 billion in assets across 117 advisor practices, highlighting its growing ability to attract experienced advisor teams from major wirehouses
Global advisory firm, Consello UK, has named Wolfango "Wolf" Piccoli as Managing Director, Geopolitics (PR Newswire)
Andrea Cording has been appointed Director of Operationsof $1.4B multi-family office Loxahatchee Capital (PR Newswire)
Former Partner at Apollo Global Management, Dennis Cornell, has joined Evercore as Senior Managing Director (BusinessWire)
Mark Nichols has been appointed Co-President, Digital Assets at Broadridge Financial Solutions (Family Wealth Report)
Family Offices Look Towards Private Capital and Real Estate
Family offices are rapidly transforming from traditional wealth-preservation vehicles into sophisticated global investment institutions, becoming influential players across private capital and real estate markets. According to Knight Frank’s 2026 Wealth Report, the global ultra-high-net-worth population has reached 713,626 individuals, supporting the rise of nearly 10,000 family offices worldwide. Rather than focusing on trophy assets, these investors are adopting institutional-style strategies centered on income generation, diversification, and long-term resilience. Capital is increasingly flowing into logistics, private credit, student housing, hospitality, digital infrastructure, and data centers, alongside AI and healthcare opportunities. Australia is emerging as a favored destination due to its economic stability and transparent property market, while Singapore and Hong Kong remain key regional hubs for globally-mobile wealth. Industry leaders say success in cross-border investing will depend on trusted partnerships, strong governance, and local expertise. Sustainability, operational excellence, and intergenerational wealth preservation are also becoming central pillars of the modern family office investment strategy.
FINTRX is the leading private wealth intelligence platform, offering the industry's most expansive and up-to-date data on registered investment advisors, broker-dealers, wealth teams, family offices, endowments, and foundations. Powered by industry-leading AI, FINTRX helps firms distribute funds, raise capital, recruit advisors, identify M&A targets, and drive strategic growth. FINTRX now provides access to data and intelligence covering 850,000+ financial firm and contact records, including more than 4,600 family offices and 45,000 RIA and broker-dealer firms. To learn more or request a trial, click below.
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