Who to trust.
What to know.
A verified reference for the world of family offices — its advisers, its firms, and the thinking that shapes it. Compiled from credible, independent sources. Never for sale.
One reference, several collections.
Each collection is compiled and verified the same way. The adviser index is one of them, not the whole — registers of who and what to trust, alongside the knowledge to navigate the field.
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Advisers
The peopleThe verified index of the individuals recognised across independent rankings.
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Firms
The companiesThe vetted index of the firms and practices that serve family offices.
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Journal
Opinion & analysisEditorial writing on governance, succession, structuring and the advisory market.
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Podcasts
Curated listeningThe best independent shows on family offices, gathered in one place.
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The Index
Annual researchOur yearly report on who is recognised across the field, and how it is measured.
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Newsletter
The briefingMovements, new recognitions, and what the family office world is talking about.
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A single ranking tells you one panel rated someone well. Recognition by several independent sources tells you something stronger. Across every collection we show where independent sources agree, so you can see who is recognised once and who is recognised across the field. That cross-listing is the signal we are built around, and the one thing we will never sell.
From the Journal
All writing →Alternatives now outweigh traditional assets in family office portfolios, BNY Wealth finds
BNY Wealth's 2026 study of 290 family offices, reported on 13 October 2026, finds that less than half of portfolios now sit in public equity and real estate. The definition of 'alternatives' and a larger sample both matter when reading the headline.
Malaysia opens its family office regime to multi-family offices
Budget 2027 adds a multi-family office model to Malaysia's single family office scheme in Forest City, which the Securities Commission says holds an indicative RM20.8bn. The tax treatment of the new model is still undefined.
UBS leaves fund administration and moves its Luxembourg white-label clients to Universal Investment
On 6 October 2026 UBS agreed to transfer the former Credit Suisse fund administration businesses in Switzerland and Luxembourg to Northern Trust, and named Universal Investment as preferred third-party management company for its Luxembourg white-label clients.
What we are reading about family offices
Curated by the Almanac team — original pieces from our contributors, the best long reads and podcasts we have found elsewhere, and a short take on what's moving across family offices and private wealth. One email, no filler.
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