Tag

Family Offices

All articles tagged with #family offices

business4 hours ago•3 min saved

Ultra-wealthy family offices close 2025 with bold stock bets and gold tilt

Billionaire family offices used year-end filings to load up on equities — with Omega Advisors boosting Rocket Companies and Manchester United, Appaloosa expanding Micron, and Duquesne starting Bloom Energy — while Rausing’ Longbow trimmed core tech bets. Crypto exposure included WIT’s Bitcoin ETF and Coinbase moves, and Ray Dalio’s Marino Management shifted heavily into SPDR Gold Trust, underscoring divergent strategies across stocks, crypto, and gold as 2025 closes.

via CNBC|

#business #cryptocurrency #equities

business21 days ago•0 min saved

Ultra-rich funds kick off January with buzzy bets despite drop in direct bets

Ultra-rich investment arms kicked off January with buzzy bets, including funding a motorcycle racing team, even as family offices cut direct investments by 32% year over year, according to Fintrx; despite the dip in direct bets, demand for mega-round VC financings remains strong.

via CNBC|

#billionaires #business #family-offices

business1 month ago•3 min saved

Fair pay for heirs: navigating compensation in ultra-rich family offices

Ultra-wealthy families increasingly bring millennial and Gen Z heirs into private investment firms, but pay is often contested—heirs may be underpaid due to loyalty or in some cases overpaid and stuck with golden handcuffs. Experts urge formal compensation structures, clearly defined roles, and written plans or committees to prevent resentment and disputes as family offices expand into more active investing.

via CNBC|

#business #compensation #family-offices

business1 month ago•3 min saved

Trump’s home-buy ban could snag family offices in real estate holdings

Trump’s proposal to bar “large institutional investors” from buying more single-family homes raises questions about its impact on family offices. The exact definition of a “large institutional investor” and how it would be enforced are still unknown, but rules that count properties owned—rather than total assets—could inadvertently affect some wealthy families with sizable single-family rental portfolios. Experts note family offices vary greatly in structure, and while many prefer multifamily or commercial real estate, some hold substantial single-family portfolios, especially in the South; the immediate effect on them remains unclear until further details emerge.

via CNBC|

#business #family-offices #institutional-investors

business3 months ago•2 min saved

Family Offices Focus on AI Mega-Rounds Despite Fewer Deals

Despite a 63% decline in direct investments by family offices in 2025, they continue to participate in large funding rounds for AI startups, with deal values tripling and a shift towards bigger investments over the past decade, reflecting rising ambitions and pursuit of higher returns.

via CNBC|

#ai-investments #business #deal-decline

business4 months ago•3 min saved

Family Offices Shift Strategies Amid Economic Uncertainty

Family offices are becoming more cautious in their investments due to concerns over dollar depreciation, tariffs, and geopolitical tensions, leading to increased cash holdings and lower return expectations, especially in private equity and venture capital.

via CNBC|

#business #dollar-depreciation #family-offices

business5 months ago•2 min saved

Ultra-Rich Families' Investments in Sports and Social Clubs

Ultra-wealthy families and their investment firms are increasingly investing in sports, including major leagues, social clubs, and emerging sports, viewing these as long-term, inflation-hedging assets with passion-driven and value creation motives, despite a cautious approach towards women’s leagues and minor sports.

via CNBC|

#alternative-assets #business #family-offices

business5 months ago•4 min saved

Family Offices Shift Strategies Amid Market Fluctuations

Family offices are increasing their investments in stocks and AI-related assets while reducing private equity holdings, driven by market dislocations and geopolitical concerns, with notable regional differences in risk management strategies such as gold and cryptocurrency holdings.

via CNBC|

#business #family-offices #geopolitical-risks

business5 months ago•0 min saved

Billionaire Family Offices Invest in Drones and Nuclear Energy

In August, billionaire family offices made significant investments in sectors like drones and nuclear energy, including a notable $863 million funding round for a nuclear fusion startup and backing for a German drone manufacturer by Peter Thiel, amidst a generally slow deal-making month.

via CNBC|

#business #drones #family-offices

business6 months ago•2 min saved

Berkshire Hathaway's UnitedHealth Investment Sparks Market Rally

Wealthy family offices and investors, including Warren Buffett's Berkshire Hathaway, increased their stakes in UnitedHealth Group amid the company's recent struggles, leading to a significant share price rise. Other notable investments included tech stocks like Apple, Nvidia, and Taiwan Semiconductor, with some major fund shifts observed in 13F filings. The moves highlight contrarian and value investing strategies during a turbulent period for UnitedHealth.

via Yahoo Finance|

#13f-filings #berkshire-hathaway #business

business7 months ago•0 min saved

Family Offices Increase Deal Activity in Biotech Sector

In June, family offices increased their investment activity, making 60 direct investments, particularly in biotech and healthcare firms like Antheia, driven by a desire for impactful and profitable scientific breakthroughs, leveraging their patient capital.

via CNBC|

#biotech #business #deal-making

business8 months ago•3 min saved

Family Offices Shift Strategies Amid Market Uncertainty and Rising Alternative Investments

Family offices are increasing their investments in alternative assets like private credit and infrastructure, with a focus on diversification and risk management, amid a private equity slump, according to a BlackRock survey.

via CNBC|

#alternative-assets #business #family-offices

business1 year ago•6 min saved

Australia's Luxury Market Thrives Catering to Ultra-Rich

The business of catering to the ultra-rich is booming in Perth, Australia, driven by a surge in family offices that manage the wealth of centi-millionaires and billionaires, many of whom have made their fortunes in the mining industry. This trend reflects a broader global increase in family offices, which offer personalized financial services and tight control over assets. Despite challenges like a limited local talent pool, Perth's family offices thrive on a culture of familiarity and risk-taking, rooted in the region's mining heritage.

via Yahoo Finance|

#business #family-offices #mining-industry

finance2 years ago•2 min saved

"Rapid Growth: The Family Office Gold Rush on Wall Street"

The number of family offices worldwide has tripled since 2019, with North America leading the count. These offices, managing over $6 trillion, are attracting attention from private equity firms and alternative managers seeking to raise funds. Despite recent disappointments in venture capital and private equity returns, family offices remain optimistic about the future and are increasingly seeking higher returns through alternative investments. This trend has prompted firms like Blackstone to aggressively target the family office market, recognizing it as a substantial and growing opportunity.

via CNBC|

#family-offices #finance #investments

health-and-wellness2 years ago•6 min saved

"Biotech Investments: Prolonging Wealthy Lives"

Frustrated by healthcare's limitations, wealthy individuals like Maximilian Winter are investing in biotech and longevity startups to extend health span and live longer. Winter, a seventh-generation heir, has invested over $20 million in healthcare and life sciences, aiming to develop better treatments and technologies. However, challenges such as risky investments and snake oil salesmen in the industry persist. Other wealthy individuals, like Peter Fioretti and Eric Becker, are also investing in longevity-focused ventures, driven by personal health struggles and family history. These investors are seeking to not only extend lifespan but also improve health and well-being as they age.

via Business Insider|

#biotech #family-offices #health-and-wellness