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 →Osiris wins Guernsey fiduciary licences and makes the island its Channel Islands hub
The Guernsey Financial Services Commission has licensed Osiris Management Guernsey and Osiris Trustees Guernsey. For internationally mobile families, the interesting question is not the launch but who sits on the board.
China starts taxing offshore trusts, and enforcement has already begun
Beijing has brought offshore trusts into the personal income tax net. Weeks later, reporting on fines against Hong Kong brokerages shows the enforcement side is running in parallel.
Northern Trust puts a West Coast head on its family office unit
The Chicago bank has hired Wilmington Trust's Candice Nakagawa to run Family Office Solutions across the western United States, in a market where private banks are competing for entrepreneurial wealth.
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 who is being recognised across independent sources. One email, no filler.
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