Choosing advisers
Finding the right lawyers, bankers and consultants — and what recognition across independent sources actually reveals.
Citi builds a vetted list of specialists for its family office clients, and takes no fee for the introductions
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.
Jyske Bank buys Formuepleje. Denmark has one fewer large independent manager.
On 2 September 2026 Jyske Bank agreed to acquire Formuepleje, a DKK 40bn Danish wealth manager, for an undisclosed price. The figures all come from the buyer, and the questions that matter to clients are the ones neither party has answered.
JTC leaves the London market in a £2.7bn take-private, two months after absorbing Citi Trust
Permira and CPP Investments completed their acquisition of the Jersey trustee on 1 September. For the families whose structures JTC administers, the ownership of their trustee has now changed twice in fourteen months.
Forbes suspends its adviser rankings: the business of being ranked
Forbes suspended its adviser rankings over an undisclosed $6m payment. How ranking businesses earn, and how much trust wealthy families should place in them.
Liechtenstein's two largest banks report record client assets within a day of each other
LGT posted first-half profit of SFr281.6 million and assets of SFr412.6 billion, a record. LLB reported net profit of SFr105 million and client assets of SFr115 billion, also a record. Neither release says anything about family office money.
EFG sells its Midlands business to Canaccord and puts its UK arm on HNW and UHNW clients only
Canaccord Wealth has agreed to acquire the front office teams and client assets of EFG Harris Allday, a 175-year-old Midlands wealth manager with £3.1 billion under management. EFG says its UK region will now serve high and ultra-high net worth clients.
Osiris wins Guernsey fiduciary licences and makes the island its Channel Islands hub
The Guernsey Financial Services Commission has licensed Osiris Management Guernsey and Osiris Trustees Guernsey. For internationally mobile families, the interesting question is not the launch but who sits on the board.
BKL buys music accountancy firm Dales Evans, its fifth deal since taking private equity money
London advisory firm BKL has acquired Dales Evans, a specialist music, media and entertainment accountancy practice. It is BKL's fifth acquisition since CBPE invested in 2023, and another boutique adviser absorbed into a backed consolidator.
A $51 billion regional bank opens a family wealth office, and hires two people to run it
F.N.B. Corporation has launched F.N.B. Private Family Wealth for ultra-high-net-worth clients, hiring Benjamin Ciocco and Frank Aloi to lead it. The announcement says what the unit will cover, but not how large it is.
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.
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.
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.
Citywealth's 2026 Top 75 Trustees and IFC Family Office list is out. What it counts, and what it asks of the people on it.
Citywealth published its 2026 Top 75 Trustees and IFC Family Office list in early July. It rests on peer and client references rather than a fee, and it tracks a trustee role that keeps widening.
UK advice consolidation keeps rolling as Clifton Wealth buys Morgan Law
Clifton Wealth Partnership added Morgan Law Financial Services on 1 July 2026, the latest in a run of UK advice-firm deals. What the pace of consolidation means for families choosing a private-client adviser.
Corient adds Paris multi-family office Letus as its European buying continues
Corient has agreed to acquire Letus Private Office, a Paris-based multi-family office overseeing about €4.1 billion, its latest European deal after Stonehage Fleming, Stanhope and Bedrock.
CNBC launches an Elite Advisors list for the ultra-wealthy. Twenty-five US firms, $2.1 trillion, one new ranking to read carefully.
CNBC's 2026 Elite Advisors list names 25 US advisory firms serving clients with $25 million or more. It is another entrant in the crowded business of ranking advisers — useful as a signal, limited as a verdict.
How families should choose their advisers
How wealthy families should vet advisers: reading past the rankings, why recognition across several independent sources matters, and the questions to ask.
Corient buys Stonehage Fleming and Stanhope Capital. The combined group manages $508 billion.
The largest independent UHNW wealth manager in the world now exists. Corient completed its acquisitions of Stonehage Fleming and Stanhope Capital on 1 June 2026.
Winston Taylor launches as 1,400-lawyer transatlantic firm with private wealth at its core
The merger of Winston & Strawn and Taylor Wessing UK went live on 1 June 2026, creating a £1.2bn firm that positions private wealth as one of four defining capabilities.
Single or multi-family office: an honest way to decide
Single family office or multi-family office? The trade-offs around control, cost and alignment, and an honest way to decide which fits your family.
Choosing and working with a multi-family office
A good multi-family office buys you scale and expertise without the burden of building. The hard part is telling a good one from a polished sales process.
What we are reading about family offices
No noise, no selling. A measured take on what's moving across family offices and private wealth.