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A Surge in New Family Offices—Fueled by Mega IPOs—Will Spark a Total Software War

The competition for family-office customers is about to get fiercer. The stakes are especially high for venture-backed startups, founders and consultants say.

6 MIN READ

The Family-Office Agenda of Addepar’s First Chief Client Officer

The competition for family-office customers is about to get fiercer. The stakes are especially high for venture-backed startups, founders and consultants say.

6 MIN READ

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Does AI Need a Dedicated Line Item at the Family Office?

Does AI Need a Dedicated Line Item at the Family Office?

5 min read

iPaladin Gets a New Patent and a Favorable Court Ruling in Its Lawsuit Against Orca

iPaladin Gets a New Patent and a Favorable Court Ruling in Its Lawsuit Against Orca

5 min read

Casey Whalen Leaves Lazard for BDT & MSD

Casey Whalen Leaves Lazard for BDT & MSD

4 min read

The New Arch CTO Has an Explicit Mandate: Unlock AI Insights for Its Customers

The New Arch CTO Has an Explicit Mandate: Unlock AI Insights for Its Customers

6 min read

Novel Insurance Policy for Nefarious Trustees Hits the Market

Novel Insurance Policy for Nefarious Trustees Hits the Market

7 min read

A Surge in New Family Offices—Fueled by Mega IPOs—Will Spark a Total Software War

A Surge in New Family Offices—Fueled by Mega IPOs—Will Spark a Total Software War

5 min read

A Family-Office Website Has a New Mystery Operator

A Family-Office Website Has a New Mystery Operator

5 min read

A Paradox at Goldman Sachs’s Apex Family Office Symposium

A Paradox at Goldman Sachs’s Apex Family Office Symposium

5 min read

Allocation Alterations, Dollar Fears and Fewer Direct Investments: The Aberrant Findings in UBS’s 2026 Global Family Office Report

Allocation Alterations, Dollar Fears and Fewer Direct Investments: The Aberrant Findings in UBS’s 2026 Global Family Office Report

8 min read

Articles


A Surge in New Family Offices—Fueled by Mega IPOs—Will Spark a Total Software War

The competition for family-office customers is about to get fiercer. The stakes are especially high for venture-backed startups, founders and consultants say.

6 MIN READ

The Family-Office Agenda of Addepar’s First Chief Client Officer

The competition for family-office customers is about to get fiercer. The stakes are especially high for venture-backed startups, founders and consultants say.

6 MIN READ

The Family-Office Agenda of Addepar’s First Chief Client Officer

The competition for family-office customers is about to get fiercer. The stakes are especially high for venture-backed startups, founders and consultants say.

6 MIN READ

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