Due diligence
How families and their offices vet advisers, managers and opportunities before committing.
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.
Henley drops its millionaire headcount. The 2026 migration report changes method after years of criticism.
The Henley Private Wealth Migration Report 2026 has abandoned its precise count of millionaires on the move, dropped its sole author, and replaced the headline number with a competitiveness score. The UK figure it once put near a doubling now reads as a 15 per cent rise.
What we are reading about family offices
No noise, no selling. A measured note on the advisory landscape.