CAA Launches Global Family Office Advisory Led by Julie Zorn

CAA’s Latest Agency-Adjacent Push? High-Net Worth Family Offices

CAA launches family office consulting business led by Julie Zorn.

CAA Launches Global Family Office Advisory Led by Julie Zorn

CAA has announced the launch of CAA Global Family Office Advisory, a new service area led by industry veteran Julie Zorn.

What Family Offices Can Learn From Endowments: The Novum Capital Partners Geneva Perspective - Mittelstand Cafe

Novum Capital Partners exams how family offices can adopt institutional investment strategies from endings while maintaining the personalized approach that wealthy families require.

Ethereum ETFs Favoured by Family offices Over Bitcoin Data Suggests

Family offices are showing a distinct inclination toward exchange-traded funds (ETFs) focused on Ethereum (ETH) relative to those centered on Bitcoin (BTC), even though broad institutional adoption in this asset class is still in its early stages. Emerging trends in institutional investment indicate a nuanced divergence in how different investor segments approach cryptocurrency exposure. Data insights from Bitwise, analyzing asset allocations up…