Family Office Stories

American Stories

Family Office stories

April adds tax planning insights for wealth advisers

Wealth advisers can now use client-authorised IRS records to spot planning opportunities around stock, conversions and estimated payments more easily.

By Karen Joy Bacudo • 4 min read • Last month

Mergers and Acquisitions

Stevens Capital Partners tops USD $800 million AUM

An acquired Dallas tax practice gives the Omaha-based adviser more than 300 extra clients as it expands its integrated wealth planning push.

By Karen Joy Bacudo • 4 min read • Tue, 25th Aug 2026

Fintech

GeoWealth adds Goldman Sachs in USD $42.5m Series C round

GeoWealth extends its Series C with a USD $42.5m minority stake from Goldman Sachs to fuel growth while its family office keeps control.

By Karen Joy Bacudo • 4 min read • Sat, 21st Mar 2026

Wearables

Robinhood unveils family hub, trusts & platinum card

Robinhood launches a family finance hub, custodial and trust accounts, plus an invite-only platinum card with elite cashback rewards.

By Karen Joy Bacudo • 5 min read • Tue, 10th Mar 2026

Global Stories

Family Office stories

Digital Transformation

Hyperlayer joins Asia Pacific fintech lab as finalist

The Hong Kong firm will gain access to major banks and insurers as it seeks customers wary of costly core-system overhauls.

By Karen Joy Bacudo • 3 min read • Last week

Data Protection

US tech founders shift wealth to Cook Islands trusts - Southpac Group

Rising AI and data privacy disputes are pushing more US technology entrepreneurs into offshore protection structures before claims emerge.

By Joseph Gabriel Lagonsin • 4 min read • Fri, 31st Jul 2026

Initial Public Offering

Cellares adds USD $50m from Prime Radiant to Series D

The cash will help Cellares build out its European factory network for cell therapies as it eyes commercial-scale operations and a 2027 IPO.

By Sean Mitchell • 4 min read • Fri, 19th Jun 2026

Data Analytics

Manifest raises AUD $2 million to track agency work

Agency leaders are being pushed to rethink billable-hour pricing as AI shortens production cycles and obscures how work is measured.

By Sofiah Nichole Salivio • 4 min read • Fri, 1st May 2026

Digital Transformation

Convelio secures Series C to expand New York storage

Fresh capital will fund a New York warehouse as the fine art logistics group deepens ties with auction houses and collectors.

By Catherine Knowles • 5 min read • Wed, 15th Apr 2026

Real estate

Colter Bay launches AUD $100m Australian private credit fund

Colter Bay launches Australian private credit fund with AUD $100m facility to plug an estimated AUD $25bn lower mid-market funding gap.

By Joseph Gabriel Lagonsin • 5 min read • Tue, 10th Mar 2026

Unified Communications

Paragon buys majority stake in South Yorkshire firm Parseq

Paragon has acquired a majority stake in South Yorkshire outsourcing specialist Parseq from Parabellum, boosting its back-office and payments arm.

By Kaleah Salmon • 4 min read • Thu, 12th Feb 2026

Software-as-a-Service

Umanitek launches Guardian Agent to combat AI deepfakes

Swiss startup Umanitek has unveiled Guardian Agent, a subscription tool to spot deepfakes, fake profiles and AI-driven impersonation online.

By Mark Tarre • 5 min read • Wed, 4th Feb 2026

EduTech

Ikonz Studios secures funding for global AI expansion

Ikonz Studios has secured strategic Pre-Series A funding from prominent investors, bolstering its innovative AI-driven digital experiences and global expansion.

By Catherine Knowles • 3 min read • Wed, 19th Feb 2025

Stories from Other Regions

Family Office stories

Artificial Intelligence

Wealth institute targets AI training as Dalio warns advisers

Advisers could lose market relevance unless they learn to use AI, as the Wealth Management Institute aims for 21,000 training enrolments over three years.

By Karen Joy Bacudo • 4 min read • Last week