Citi Wealth's 2026 Global Family Office Report, published on 22 September 2026, surveyed 351 family offices in 41 countries. Portfolios performed well and public equities took the incremental capital. Succession is where the survey turns uncomfortable.
On 10 September 2026, Citi Wealth launched The Specialist Collection, a curated network of outside providers in seven areas, from cybersecurity to private aviation, for its North American private bank and family office clients. The bank has not published who is on it or how they got there.
The Home Office published its anti-money laundering and asset recovery strategy for 2026 to 2029 on 15 September. Buried in 101 pages is a timetable that matters to every private client adviser: supervision moves to the FCA in 2028.
Nik Storonsky's defence to a yacht brokerage's commission claim, filed at the High Court this month, turns on who found the seller. Introduction fees on passion assets are rarely documented as carefully as the rest of a family office's contracts.
La Vida's Golden Visa Index puts investor-migration demand at more than seven times its 2016 level. The figure is built from search impressions on the firm's own advertising, and it arrives as Spain and Malta close their routes.
AlphaCore Wealth Advisory has acquired Streamline Family Office and will run it as a separate, deliberately non-advisory affiliate that continues to serve rival wealth managers.
DFO Management and Sequence Holdings have agreed to acquire The Baldwin Group in an all-cash deal valued at about $7.7bn, one of the largest public-to-private transactions led by a single family office.
Banque J. Safra Sarasin (Luxembourg) began operating a Bank of Greece-registered branch in Athens on 15 September 2026, run by a former head of Eurobank private banking. Foreign private banking capacity is following the money into Greece.
UBS Global Wealth Management has launched the Exclusive Manager Access Fund Programme in Hong Kong and Singapore, with a $5 million commitment and a $500,000 minimum per fund. The bank says family offices asked for it.
The London private client firm has set up MTG Trust Company to take attorney, executor, trustee and independent administrator appointments. The corporate wrapper is not cosmetic: a trust corporation can do things a sole individual trustee cannot.
TMF Group's white paper, published on 10 September 2026, found 31 per cent of family offices choose a jurisdiction to be near their investments, with political and economic stability each cited by 23 per cent.
Altrata's Billionaire Census 2026 counts 3,795 billionaires holding a record $15.1 trillion. It also expects $6.6 trillion to pass to about 5,000 heirs and spouses over the next decade.
A measured take on what's moving across family offices and private wealth — deals, governance, succession, regulation. No noise, no selling.
