智通财经APP获悉，香港立法会秘书处资料研究组最新发布的《数据透视》显示，根据最新估算， 截至2025年年底，在香港营运的单一家族办公室已达3384间。研究数据显示，截至2024年年底，香港资 产及财富管理规模达35.14万亿港元，较2017年显著增长45%。与此同时，业界最新估计香港拥有17,215 名超高资产净值人士，数字在全球城市中排名第二，仅次于纽约，为家族办公室服务带来稳健需求。调 查显示，37%的在港单一家族办公室已营运超过11年，反映行业发展已有一定基础。 在税务优惠政策方面，中国香港与新加坡均提供税务宽减予合资格家族办公室，而香港政策一般被 视为更具弹性，包括不设预先审批要求及本地投资规定。 （责任编辑：王治强 HF013） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 资金来源方面，研究显示，香港家族办公室源自亚太区的离岸资产达1.29万亿美元(约10.1万亿港 元)，其中源自内地的金 ...

Back time now for a look at the 15 most active family offices over the last year. Robert Frank is here at Post 9 and he has the list. They're very active. Very active.Dave, this is a fantastic list. We spent about a year putting it together because this is very hard data to get and it's called the family office 15 and the family office of Eric Schmidt topped that first ever inside wealth family office 15 list. Now the list was developed with exclusive data from FINRX.They're the private wealth intelligence ...

It wasn't that long ago you and I were having a conversation about the Saudi borrowing figures for this year. And I remember one of the elements of the discussion that came up is that they were looking for other sources of funding beyond public markets. This seems to be another perhaps innovative way of them getting and tapping into funding, but from within the kingdom.Absolutely. That's very right. Joanna.So you've really got two key factors that are at play here. And the first is, as you said, around the ...

Core Insights - Angeles Wealth Management has made its first acquisition by purchasing XO Capital, which will lead to the establishment of Angeles Family Office, aimed at affluent families [1][2] - The new family office division will be led by XO Capital's founder Adam Stern as CEO and Jason Oclaray as president [2] - The acquisition is part of Angeles Wealth's strategy to combine XO's family office expertise with its existing wealth management services [3][4] Company Developments - Angeles Wealth Management, based in Santa Monica, California, manages $2.7 billion in assets and is focusing on expanding its services through this acquisition [1] - XO Capital, founded in 2021, had approximately $186 million in client assets at the time of the acquisition [4] - The new family office will provide a range of services including investment management, tax and legal advice, customized financial reporting, and cash-flow management for families with assets in the hundreds of millions [5] Market Context - There is a growing demand for family office services among wealthy families, particularly those facing complex financial issues [4][6] - Other registered investment advisors (RIAs) are also moving to establish dedicated family office divisions or acquire expertise in this area to cater to multi-generational wealth [7] - Recent examples include Prime Capital Financial launching a family office division through acquisition and CI Financial's Corient acquiring a multi-family office [7]

RT Flood (@ThinkingUSD)2025 Year in Review: HungerI’m going into 2026 hungrier than I’ve ever been.I feel like I’ve spent the last five years with a blindfold on. This was the year everything became clear. Maybe it’s just a symptom of getting older; maybe it’s a result of my circumstances changing. I’ve worked so hard that sometimes I look around and wonder where my life went. I’ve become a vessel that other people live through.To all the young grinders out there: Just know it will never be enough. You’ll a ...

Core Insights - Walmart CEO Doug McMillan is set to step down after over a decade, during which the Walton family's wealth has significantly increased [1][3] - The Walton family, heirs to Walmart founder Sam Walton, now has a collective net worth exceeding $450 billion, making them the richest family in America and possibly the world [4] Wealth Creation - The wealth of the Walton family has more than tripled since Doug McMillan became CEO in 2014 [3] - Each of Sam Walton's children—Jim, Rob, and Alice—has a net worth of over $135 billion, while grandson Lucas Walton is valued at $48 billion [4] Investment Structure - Walton Enterprises, the family office, manages the majority of the family's 45% ownership in Walmart and has a portfolio that includes over $4 billion in standard ETFs and bonds [5] - Individual family members also manage their own investment strategies, with Rob Walton's Madrron Capital being a notable investor in StubHub [6] Generational Transition - The Walton family has expanded their voting power in Walmart from three to eleven family members as they prepare for the third generation [7]

A family office backed by Europe’s wealthiest clan has created a separate company that can oversee fund and asset management https://t.co/78lJgo4ZaX ...

Good intentions rarely survive the twin forces of death and money.From deciding if you’re even family to building your staff, here’s our guide on how to set up a successful family office ⤵️ https://t.co/xcgXTq79FF ...

a 25,000 square foot mansion with 60 rooms and more than 40 staff. That's been a Harala family solution for staying close and keeping their clan fairly unified for almost 100 years, even as it expands to more than 165 family members. The Harelas built their fortune through a string of international hotels.Like many ultra-wealthy families, they're in the process of starting a family office to manage their finances and affairs. These officers can be as small as one trusted adviser or as large as a full team h ...

Good intentions rarely survive the twin forces of death and money.From deciding if you’re even family to building your staff, here’s our guide on how to set up a successful family office ⤵️ https://t.co/z3TAeO2EEI ...