The Journal

On 19 October 2026, Phil Scott and Jim Atwood announced Latigo Peak Partners, a self-funded independent firm for ultra-high-net-worth families. They declined private equity backing, at a time when PE-backed buyers account for almost nine in ten US RIA deals.

The 2026 Bank of America Family Office Study, published on 20 October 2026, surveys 355 US family office decision makers. Most have picked the next leader; far fewer have written down the rules that leader will inherit.

HSBC Private Bank has launched The Future Family Leaders Digital Programme with MIT Sloan Executive Education: six weeks online, for clients' heirs aged 23 to 30, first cohort from 3 November to 8 December 2026.

A study by Grant Thornton Bharat and Entrust Family Office, reported on 18 October 2026, draws on interviews with about 50 Indian business families. Most have agreed broadly on succession; far fewer have written it down.

The IE Family Offices Knowledge Hub's first report, presented in Madrid on 15 October 2026, surveys 157 single family offices. Average private markets allocation is 48.2%, rising to 62.9% where the in-house team has six or more specialists.

A fund linked to DFO Management, Michael Dell's family investment office, is buying 1.34% of SK Inc from SK Group chairman Chey Tae-won for 544bn won (about $406m), part of the cash Chey must raise for a court-ordered property division.

BNY Wealth's 2026 study of 290 family offices, reported on 13 October 2026, finds that less than half of portfolios now sit in public equity and real estate. The definition of 'alternatives' and a larger sample both matter when reading the headline.

Budget 2027 adds a multi-family office model to Malaysia's single family office scheme in Forest City, which the Securities Commission says holds an indicative RM20.8bn. The tax treatment of the new model is still undefined.

On 6 October 2026 UBS agreed to transfer the former Credit Suisse fund administration businesses in Switzerland and Luxembourg to Northern Trust, and named Universal Investment as preferred third-party management company for its Luxembourg white-label clients.

Multi-family office Cresset said in early October 2026 that it is pursuing a combination with National Advisors Trust, a $7.7 billion white-label trust platform. The deal would put a shared fiduciary utility under the ownership of one of its users.

On 7 October 2026 the Conservative leader promised that no one would pay inheritance tax on a family home left to children or grandchildren, plus a further £1m tax-free allowance for couples. It is an opposition pledge, published without detail, three weeks before a Labour Budget.

On 7 October 2026 the Financial Times reported that HSBC is consulting on cuts to around 70% of financial adviser roles in its UK wealth business, as the bank shifts towards AI-assisted and digital service. HSBC has not confirmed the figures.

On 1 October 2026 Nuveen, the TIAA-owned asset manager, completed its £9.9bn acquisition of Schroders. The wealth arm, including Cazenove Capital, is called central to the plan, but the continuity commitments to clients and teams are time-limited.

Singapore filings released in early October 2026 show Dyson distributed £750m to Weybourne Holdings for 2025, against £200m a year earlier and a pre-tax profit of £511m. What the numbers show about funding a family office from one operating business.

On 1 October 2026 BNP Paribas announced its entry into Nordic wealth management for UHNW clients, entrepreneurs and family offices, led by Stina Norrhede from SEB. The release sets out the ambition; the operating details are still to come.

Wealthy families now move between homes across several countries, most of them empty for much of the year. Jo Eccles, a London buying agent and property manager, on why running those portfolios has outgrown the in-house model.

P85 departure notices rose 32% to 69,000 in 2025/26, according to HMRC data published by UHY Hacker Young on 29 September 2026. The form is built for employees reclaiming PAYE, which limits what it says about wealthy leavers.

On 2 October 2026 Axis Capital, the Dublin firm co-founded by former banker Mark Duffy, said it was considering a cash offer for PTSB 7.7% above the agreed Bawag price, with no financing yet committed. PTSB called it highly speculative and conditional.

On 28 September 2026 JCB said George Bamford, Lord Bamford's third son, will become joint chairman alongside his father: the first change at the top of the family-owned manufacturer in more than 50 years. What the joint-chair model tells other business-owning families.

The Kirsh family is recruiting a chief investment officer, an investment committee and heads of public and private investments ahead of Sysco's $29bn purchase of Jetro Restaurant Depot. What a liquidity event of this size asks of a family office.

Carlyle has hired David Seeberan as global head of a new family office group and Victoria Matthews, formerly of BlackRock, to run it across Europe and Asia from London. What the move says about how large managers now approach families.

On 29 September 2026 Northwestern Mutual launched Family Office Services, a retainer-funded bench of more than 40 in-house specialists for clients with at least $50 million. The structure says something about what the term now covers.

The 2026 North America Family Office Report from RBC and Campden Wealth, published on 29 September 2026, surveyed 155 offices. It records a 44% pay gap between non-family and family chief executives, and a private markets book where nearly half of attempted fund exits did not complete.

Fideuram, Intesa Sanpaolo's private banking arm, sent about €95m abroad in February after its chairman was deceived by a fake message and an AI-generated voice. Roughly €53m came back. The rest became cryptocurrency.

Corient has agreed to acquire FortCay Family Advisory, a Cayman Islands multi-family office overseeing about $2.6bn for 14 families. The deal takes the consolidator into an offshore centre for the first time.

HM Revenue and Customs wrote to every billionaire with a UK tax footprint over the summer, appointing a customer compliance manager to each. The pushback became public on 24 September 2026, and it is a question about statutory authority, not about willingness to pay.

On 23 September 2026 the Council of States voted 29-16 to require UBS to back its foreign subsidiaries with CET1 capital worth 90 per cent of their value. The bill now goes to the lower house, and a final answer is unlikely before 2027.

Mazama Energy's Series B, announced on 17 September 2026, was led by two privately held investment firms, with oil majors and a family foundation alongside them.

STEP has written to the Financial Secretary to the Treasury with eight practical problems in the pension inheritance tax regime due in April 2027, including a sequencing trap where tax falls due before executors can access the pension.

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.

Hannes Hofmann joined HSBC Private Bank on 10 September in a newly created London role. He ran Citi Private Bank's family office group. He is the third senior HSBC private banking appointment this year to come from Citi.

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.

Stonegate Capital has launched a family office at the Dubai World Trade Centre for an unnamed British family. The mandate covers everything a mature single family office does. The team is seven people.

On 8 September 2026 the Swiss Federal Criminal Court gave Pierre Mirabaud, a former partner of Mirabaud & Cie and president of the Swiss Bankers Association, a two-year suspended sentence for bribing a Kuwaiti official and for money laundering.

Bloomberg reported on 8 September 2026 that Chris Rokos is preparing to shift his tax residency to Greece. One departure proves nothing about a wealth exodus, but the mechanics of the move are worth reading closely.

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.

Barclays Private Bank began booking client assets in Singapore on 4 September 2026, nearly two years after announcing the plan. The interesting part is not the office but where the assets now sit, and what the bank is selling alongside custody.

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.

A draft SEC rule reached the Office of Management and Budget on 31 August 2026. It would widen retail access to private markets through registered funds and rewrite the framework limiting performance fees to qualified clients.

On 31 August 2026 the SEC filed fraud charges against Mordechai Ferder, founder of Lugano Diamonds, over investment contracts in stones the firm never bought. Three of his family trusts are named as relief defendants.

On 26 August 2026 the FCA fined and banned two former Dolfin Financial (UK) executives and moved to ban the firm's co-founder over a scheme that let at least 99 people obtain UK investor visas without putting £2m of their own money at risk.

Sovereign funds are no longer only chasing returns; a handful now invest to build industries. Sertan Ayçiçek on why that distinction matters.

HMRC's capital gains tax statistics for 2024-25, released on 27 August 2026, show liabilities up 89% to £24.2bn on £127bn of declared gains. The concentration at the top is the number that matters.

MAS Circular FDD Cir 05/2026 changes the section 13O, 13OA and 13U conditions for single family office funds from 1 August 2026: phased hiring, wider spending bands, a simplified deployment test, and a three-month banking grace period.

Pontegadea's first UK rented residential purchase surfaced in Companies House filings in August, half a year after it completed. The disclosure lag matters as much as the deal.

Genstar Capital is selling the $222 billion manager to a listed consolidator funded by a $3.5 billion term loan. For families holding the funds, the questions are consents, leverage and what $280 million of synergies touches.

Vanguard agreed on 26 August to acquire the RIA custody and technology platform it first backed in 2020. Reported prices run from $4bn to $4.6bn against a $1.9bn valuation at Altruist's last funding round.

Five of Jerry Buss's six children want to sell the family trust's remaining Lakers stake. Jeanie Buss says a 2017 court order will not let them.

Forbes suspended its adviser rankings over an undisclosed $6m payment. How ranking businesses earn, and how much trust wealthy families should place in them.

Headlines keep celebrating record prices, but beneath them the market has become sharply selective. Thomas Reinshagen, an independent art adviser in Zurich, on the discipline that now separates lasting collections from expensive ones.

Dakota's August monitor reads second-quarter filings from a small group of very large single family offices. The pattern is consistent. What a 13F covers is not.

HMRC's August 2026 bulletin puts inheritance tax receipts for April to July 2026 at £3.2bn. Growth has slowed, but frozen thresholds and the April 2027 pension rules point the other way.

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.

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.

France's DGFiP has confirmed that tax and land registry data on 678,000 individuals and companies was extracted, two weeks after Liechtenstein's beneficial ownership register was attacked.

Fintrx added 96 family offices to its platform in the second quarter of 2026. Only 10.4 per cent listed an interest in hedge funds, against 38.2 per cent of the database as a whole.

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.

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 FinCEN final rule issued on 11 August 2026 permanently exempts US companies and US persons from Corporate Transparency Act reporting, and deletes the data already filed. Foreign entities registered in a US state still report.

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 Financial Times reported on 11 August that Hong Kong officials are weighing extending the reliefs in its pending funds and family office tax bill to proprietary trading firms. The bill is still before the Legislative Council.

Beijing has brought offshore trusts into the personal income tax net. Weeks later, reporting on fines against Hong Kong brokerages shows the enforcement side is running in parallel.

The Chicago bank has hired Wilmington Trust's Candice Nakagawa to run Family Office Solutions across the western United States, in a market where private banks are competing for entrepreneurial wealth.

The $32.6 billion Los Angeles adviser has hired an LPL tax executive to run a new division, while buying in family governance and fiduciary accounting through Baker Tilly.

Family offices made 57 direct investments in July 2026, Fintrx data shows, with more than 15 per cent going to clean energy and sustainability firms.

The draft Regulation of Trusts Bill, published for comment on 7 August, would repeal the Trust Property Control Act and add annual accounts, annual returns and a lodgement rule that can invalidate trustee acts.

Carlyle's credit arm is putting roughly $600 million into the Kansas wealth manager as Abry Partners exits, the latest sign of private capital buying into firms that serve wealthy families.

Corient has agreed to acquire Summit Trail Advisors, a New York RIA with $21 billion in client assets and an ultra-high-net-worth focus, adding outsourced family office and CIO services as the Miami firm's run of large deals continues.

Citywire reports that Franklin Templeton is in talks to acquire AlTi Global, the Nasdaq-listed multi-family office group with around $90 billion in assets. Neither firm is commenting. A deal would take wealth consolidation into the top tier of UHNW advice.

Bloomberg reports that the investment vehicles of Bernard Arnault, Jeff Bezos and Azim Premji have all put money into robotics companies in recent weeks. The capital is going in direct, at early stage, and into a single theme.

The Swiss private bank has hired UBS veteran Tuncay Yilmaz to lead its Turkey coverage, a market marked by rapid asset growth and established business dynasties.

A survey of 200 family offices managing $119 billion found 77 per cent expect to lean more on third-party specialists, from illiquid investments to cyber security.

Hackers exfiltrated data on around 31,000 companies, foundations and trusts from Liechtenstein's Register of Beneficial Owners, reopening the privacy debate for wealthy families.

The family office world is quietly awash with LinkedIn "experts". There is a lot of noise, but no serious HNW or UHNW is fooled by a low-credibility influencer. And yet the economy behind them is real, or they would not exist. So who actually pays the bill?

Corient has agreed to buy Seven Bridges Advisors, a $4.9bn New York multi-family office, in the latest of a run of deals building the Miami firm into the largest player of its kind.

One of the Baltics' largest multi-family offices closed its Global PE Secondaries Access Fund, routing local family capital into a secondaries strategy run by Adams Street Partners.

Sun Life has combined its Singapore, Hong Kong and Bermuda underwriting centres into Sun Life Private Wealth, a single platform for high- and ultra-high-net-worth families managing cross-border succession.

A six-part Le Monde series on rivalries inside the Arnault family drew a sarcastic three-page rebuttal from Bernard Arnault. LVMH shares fell about 10 per cent in a week, and the group still has no named successor.

Two of private equity's largest firms are the last bidders for Wealth Enhancement Group, a US adviser with roughly $160bn in client assets, in a deal reported at about $7bn that would rank among the sector's biggest.

Citywealth has unveiled its Top 30 Transatlantic Select: Advisors and Managers 2026, naming the lawyers, tax specialists and wealth managers who serve families with assets on both sides of the Atlantic.

Goldman Sachs has pulled its private-market activities into one unit aimed at family offices who want direct stakes in late-stage private companies, plus a way to trade them.

John Healey became the UK's sixth chancellor in just over four years on 20 July 2026. Advisers want an end to constant speculation on inheritance tax and pensions.

Corient has bought a boutique multi-family office almost every month this year. As consolidators roll up the independents families once chose for their independence, the question for principals is what they actually own.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

A Morgan & Mallet study finds private chefs earning up to $300,000 and estate managers among the fastest-rising roles, as the wealthy staff more homes across more countries.

The London private client firm has opened offices in New York and Connecticut, hiring a six-partner team from Withers to build its first North American base.

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.

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.

The bank's 2026 Global Wealth and Lifestyle Report puts the cost of a premium lifestyle up 10.2% in dollar terms, with exchange rates reshaping the city rankings for globally mobile families.

Deutsche Bank's Private Bank and Dubai's Department of Economy and Tourism have agreed a client-introduction partnership to bring family offices and UHNW individuals into the emirate. The interesting part is who introduces whom, and on what terms.

A French administrative court has upheld tax assessments of about €22.5m against Bernard Arnault and his wife, tied to payments from a holding structure connected to their LVMH stake. Arnault will appeal to the Conseil d'État.

BBVA Private Banking has opened a multi-family office for fortunes of €30–300 million, structured as a separate company with open-architecture custody. The word doing the heavy lifting is 'independent'.

Finance Minister Enoch Godongwana told Parliament the government is not planning a net wealth tax, arguing income tax raises far more and that a levy would push the top tax base to relocate.

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.

A US multifamily office has made a strategic investment in estate-planning technology firm Vanilla, with a joint roadmap aimed at the complex structures that standard planning software struggles to model.

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.

A first-year US multi-family office has signed a referral alliance with Vontobel Swiss Financial Advisers, adding Swiss custody, multi-currency banking and allocated gold storage rather than building the capability itself.

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.

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.

The State of Family Office Security 2026, a study by Presage Global and Nines, finds that most family offices apply institutional rigour to investments and tax but leave the home largely unmanaged. Sixty-two per cent of household staff receive no security training at all.

How wealthy families should vet advisers: reading past the rankings, why recognition across several independent sources matters, and the questions to ask.

The SEC has sued a firm called Sanders Family Office, alleging it sold around $40 million in promissory notes without a broker licence. The case is a reminder that the label carries no regulatory weight.

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.

The Ministry of Justice will raise the grant of probate fee from £300 to £526 on 13 July 2026, a rise of about 75%, alongside wider court fee changes.

Wealthy families are more mobile than ever, and tax regimes are moving under them. Why residency planning is now a continuous discipline, not a one-off.

Urs Wietlisbach is creating an independent investment arm within PG3 AG, the family office shared with his two co-founders since 2013. Succession planning is the stated reason.

Most family constitutions gather dust. What separates governance that actually holds a family together from the borrowed templates that quietly fail.

A family charter is only worth the behaviour it changes. What to put in one, what to leave out, and why the drafting matters less than the conversation.

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.

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.

A new Liechtenstein trust statute takes effect on 1 July 2026, requiring every private trust to appoint an information rights holder. Existing trusts must comply by 31 December 2027.

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.

Running a single family office costs $6.6 million a year for a $1 billion portfolio. Some families have decided the numbers no longer work.

Melbourne property billionaire Nick Andrianakos died in Greece in March 2025. His children are now fighting over which version of his will is valid.

Employing relatives can deepen commitment or quietly corrode the office. The difference is whether the same rules apply to everyone.

Wealth makes a family findable. Protecting it is less about gadgets than about habits, discretion and who you let close.

Two thirds of family offices say AI is a priority investment theme. Fewer than a quarter use it internally. The gap between allocation and adoption is wide.

From asset allocation to direct deals: how family offices invest, the pull towards co-investment, and the governance that keeps investment decisions disciplined.

Polish billionaire Zygmunt Solorz transferred founder's rights in his Liechtenstein foundations, tried to revoke the next day, and lost. His media empire now belongs to his children.

Operations, data and cyber risk are the unglamorous backbone of a family office, and the area wealthy families most often neglect until something breaks.

Selling the business turns operators into investors overnight. The families who handle it well prepare the people, not just the deal.

Non-doms leaving the UK are not selling their London properties. They are holding them vacant, managing tax residency around the 90-day threshold.

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.

DRJB Holdings, David Beckham's licensing vehicle, is now generating close to $100 million in annual revenue. The business was partly sold in 2022 and has grown fast since.

Rupert Murdoch tried to rewrite a 1999 family trust to give Lachlan sole control of News Corp and Fox. A Nevada court blocked the move. A $3.3 billion settlement followed.

Succession is not a single handover. How families prepare the next generation for real responsibility, and the mistakes that derail the transition.

Heirs are handed wealth and expected to steward it with no training. What real financial education looks like, and when it should start.

Who to hire first in a family office, the traits that matter more than the CV, and how to avoid the key-person risk that quietly threatens small teams.

BlackRock's 2025 survey of 175 single family offices found near-universal concern about geopolitical risk but surprisingly stable portfolio allocations.

The vehicle is the easy part. The harder question is what the family is actually trying to change, and who decides.

What a single family office really is, what it is for, and when a wealthy family actually needs one rather than a private bank or a multi-family office.

Mohsin and Zuber Issa, who together bought Asda for £6.8 billion, have divided their business interests. One is stepping back; the other is eyeing a US IPO.

Most family meetings are either rubber-stamping or warfare. What separates a family council that holds real decisions from one that meets, minutes and changes nothing.

After more than two centuries, the UK abolished the non-domiciled tax status from 6 April 2025. The replacement is a four-year relief for new arrivals and a transition facility for everyone else.

Months after settling its inheritance dispute, the Safra banking dynasty made its biggest acquisition in years, buying a majority stake in Denmark's Saxo Bank.

The real cost of running a single family office goes well beyond salaries. What families underestimate, and the point at which an SFO stops making sense.

Families reach for a trust before they have answered why. The structure should follow the intent, not the other way round.

Joseph Safra's death in 2020 triggered years of litigation within one of the world's wealthiest banking dynasties. The dispute is over. The family has restructured.

A practical guide to setting up a single family office in the UK: where to start, the order most families get wrong, and how to assemble the right advisers.

Four members of the Hinduja family were convicted in Geneva for exploiting domestic staff at their villa. The sentences range up to four and a half years.