Family offices
Editorial writing on Family offices from The Family Office Almanac.
A third of family offices expect a leadership change within five years, Citi finds. Most are not ready for it.
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.
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.
AlphaCore buys a $5bn family office and keeps it out of the investment business
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.
Michael Dell's family office backs a $7.7bn take-private of insurance broker Baldwin
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.
Sawiris family office crosses majority control of OCI Global
NNS Holding, the private family office of Egyptian billionaire Nassef Sawiris, has lifted its combined stake in OCI Global above 55% as its all-cash bid to take the chemicals group private advances.
New SEC guidance could name the family offices behind activist campaigns
Staff interpretations issued by the SEC in July may require activist funds to disclose the investors financing a campaign, including family offices that value their anonymity.
Hedge Funds Record One of Their Strongest First Halves in Decades
PivotalPath data shows the hedge fund composite returned 7.3 per cent in the first half of 2026, its best start since 2013. The gains land as family offices weigh a return to a strategy many had trimmed.
Three-Quarters of Family Offices Plan to Increase Alternatives Exposure, Ocorian Study Finds
A global survey of 200 family office professionals managing $119 billion finds that 75 per cent expect to take on more investment risk over the next 12 months, with private equity leading the shift into alternative assets.
What we are reading about family offices
No noise, no selling. A measured take on what's moving across family offices and private wealth.