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Family Office

RIDDHIMA TALWANI  |  TUESDAY, 21 JUL 2026   11:47AM
While family members will largely remain at the helm of family businesses post-succession, a Deloitte Private report anticipates a meaningful shift globally, with more businesses preferring outside professionals to step into the chief executive roles.

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MST Financial broadens services to Alder & Partners

KARREN VERGARA  |  TUESDAY, 14 JUL 2026
MST Financial has broadened its services for Alder & Partners Private Wealth Management, providing "institutional-grade investments" across managed accounts, asset allocation and research.

Australia welcomes 25k to millionaires' club: UBS

KARREN VERGARA  |  MONDAY, 6 JUL 2026
Australia's club of millionaires jumped by 25,000 last year thanks to booming property values and fat superannuation balances, according to the latest UBS Global Wealth Report.

Family office succession takes back seat to investments

KARREN VERGARA  |  FRIDAY, 5 JUN 2026
While family offices have investment strategies down pat, the state of their succession plans paint another story, which reports suggest could undermine a seamless transfer of a vast amount of wealth.

Lowy family takes stake in Magellan

KARREN VERGARA  |  TUESDAY, 10 MAR 2026
The Lowy family has acquired a 5.1% stake in Magellan Financial Group via its trust Oryxium.

Family offices hunt opportunities in AI: Report

KARREN VERGARA  |  THURSDAY, 5 FEB 2026
A new survey of more than 300 global family offices shows that artificial intelligence (AI) is in hot demand as the majority flagged it as a thematic they will prioritise as a future investment.

ISS MI acquires Family Office Access

STAFF WRITER  |  WEDNESDAY, 4 FEB 2026
ISS Market Intelligence (ISS MI) has acquired Family Office Access in a move that expands and strengthens its data and analytics offerings to wealth managers, insurers and advisers.

Granite Bay Private Wealth launches, taps BlackRock

KARREN VERGARA  |  WEDNESDAY, 14 JAN 2026
Former QIC and Morgan Stanley staffers have launched Granite Bay Private Wealth and appointed BlackRock as its outsourced chief investment officer (OCIO).

Forrests' donation crowns WA as most generous state: KPMG

KARREN VERGARA  |  TUESDAY, 13 JAN 2026
Andrew and Nicola Forrest's gifting of $5 billion worth of Fortescue shares to the Minderoo Foundation has crowned Western Australia the most generous state in the country, a new analysis by KPMG reveals.

Family office buys stake in Lendlease retail asset

KARREN VERGARA  |  TUESDAY, 23 DEC 2025
Lendlease is selling a stake in luxury retail mall The Exchange TRX to a Malaysian family office for nearly $406 million.
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