Latest publications
Family Offices and Ultra-High Net Worth: A Practitioner's Guide
How leading family offices structure work with ultra-high net worth clients: multigenerational planning, absolute discretion, and seamless service integration.
Stenger Family Office Expands American Express Holdings
Large private capitals continue betting on established financial institutions: Stenger Family Office significantly increases its stake in American Express shares.
Stenger Family Office Stakes $6.5M in Netflix
Stenger Family Office has disclosed a significant Netflix position valued at $6.54 million, signaling private wealth managers' growing confidence in entertainment technology leaders.
Stenger Family Office Trims LPL Financial Holdings Position
The Stenger Family Office has realized partial profits by reducing its stake in LPL Financial Holdings, signaling tactical portfolio rebalancing amid market uncertainty.
Cambient Family Office Deploys $560K Into Lam Research, Signaling UHNW Pivot to Semiconductor Hardware
A $560,000 position in Lam Research by Cambient Family Office underscores the strategic redeployment of large family offices from speculative assets toward foundational semiconductor infrastructure.
Cambient Family Office Invests $3.08M in Lowe's Shares
A prominent family office signals confidence in consumer resilience through a substantial equity position in the home improvement retail sector.
Exclusive Network for Ultra-Wealthy Entrepreneurs Approaches 2000 Members
A private partnership community designed for individuals with exceptional net worth has grown significantly and is nearing the landmark milestone of two thousand active participants.
Singapore Strengthens Single Family Office Governance Framework
Singapore's Monetary Authority has implemented updated regulatory standards for Single Family Offices (SFOs), signaling a strategic shift toward enhanced oversight and substantive economic participation from ultra-high-n
Cambient Family Office Increases Holdings in Johnson & Johnson
Cambient Family Office LLC has announced new strategic investments in Johnson & Johnson, signaling the continued appeal of established healthcare leaders during macroeconomic uncertainty.
Partners Group Founder Restructures Family Office to Pursue Venture Capital
The Swiss billionaire founder is reorganizing his multi-billion dollar family office, signaling an aggressive pivot toward high-tech investments and rapid decision-making in venture capital markets.
Beacon Coast Partners Launches Independent Wealth Management Firm for Ultra-High-Net-Worth Clients
Beacon Coast Partners enters the competitive UHNWI market with a specialized independent advisory firm, reflecting a broader shift away from traditional banking conglomerates toward personalized wealth management.
Family Office Goes Digital: MCM Partners Launches Asia-Pacific Platform
Asia-Pacific investment firm MCM Partners has unveiled a specialized digital platform designed to streamline family office operations and modernize wealth management across the region.
Lupine Crest Capital Expands Brazilian Clean Energy Bet with Orizon Investment
Family office Lupine Crest Capital significantly increases stake in Orizon, Brazil's waste-to-energy innovator, signaling elite investor confidence in green infrastructure as an inflation-protected asset class.
How Artificial Intelligence Is Transforming Family Office Operations
AI is reshaping private capital management. Discover how automation, predictive analytics, and neural networks are modernizing traditional family offices and investment strategies.
Family Offices Reimagine Wealth Management in the Age of Artificial Intelligence
KPMG's latest research reveals how ultra-high-net-worth family offices are fundamentally restructuring their investment and operational strategies to harness AI and digital innovation.
How Multi-Family Offices Preserve Financial Legacy
Multi-family offices offer a holistic approach to managing substantial capital, helping clients not only preserve wealth but pass it to future generations aligned with family values.