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THE FAMILY OFFICE ALMANAC
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Family office 16 July 2026

SFO Alliance loses its chief executive after less than seven months

Jeroen Vetter has left the invite-only single-family-office club SFO Alliance under seven months after taking the top job, the second CEO change in under a year. Founder Lex van Dam remains executive chairman.

Art & luxury assets 16 July 2026

Sotheby's posts a record first half as trophy lots and luxury lead

Sotheby's reported $4.4bn in sales for the first half of 2026, its strongest six months, with auction sales of $3.4bn, record private sales of $826m and estate collections selling through at 96 per cent.

Structuring 15 July 2026

The Stonehage Fleming name is retired as the firm becomes Corient

From 15 July 2026 the Stonehage Fleming website is offline and the business trades as Corient, ending one of the oldest brands in European family office advisory.

Choosing advisers 14 July 2026

BlackRock's head of UK family offices leaves without a named successor

Spear's reports that Victoria Matthews, managing director and head of UK family offices at BlackRock, has left the firm, with no replacement announced.

Multi-family office 14 July 2026

Caprock buys $4bn Venturi Private Wealth in second-ever acquisition

The Boise-based multi-family office is adding an Austin firm with about $4 billion in assets, its first purchase since the 2024 Grey Street Capital deal.

Tax & residency 13 July 2026

Court of Appeal upholds 2003 'home loan' inheritance tax scheme in Elborne

On 13 July 2026 the Court of Appeal dismissed HMRC's appeal in Elborne, holding that a 2003 home loan scheme kept a £1.8m family home outside the estate for inheritance tax.

Family office 10 July 2026

SpaceX's record listing hands family offices a new kind of client

The largest IPO in history, with Anthropic and OpenAI expected to follow, is creating suddenly wealthy employees in numbers the family office world has not handled before.

Succession 10 July 2026

A promise, a changed lock and a £2m claim: Lambert v Lambert reaches the High Court

A son who gave up his career to care for his mother is suing his father over the family wealth. The case shows what happens when family promises never make it onto paper.

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A measured note on the advisory landscape: who is being recognised, how rankings are compiled, and what cross-listing across independent sources reveals. No noise, no selling.

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