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THE FAMILY OFFICE ALMANAC
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Investment 7 August 2026

Family offices kept buying clean energy through a turbulent July

Family offices made 57 direct investments in July 2026, Fintrx data shows, with more than 15 per cent going to clean energy and sustainability firms.

Wealth Management 6 August 2026

Carlyle takes a minority stake in Prime Capital Financial at a $1.8 billion valuation

Carlyle's credit arm is putting roughly $600 million into the Kansas wealth manager as Abry Partners exits, the latest sign of private capital buying into firms that serve wealthy families.

M&A 5 August 2026

Corient buys $21bn Summit Trail Advisors, pulling more outsourced family office work into its orbit

Corient has agreed to acquire Summit Trail Advisors, a New York RIA with $21 billion in client assets and an ultra-high-net-worth focus, adding outsourced family office and CIO services as the Miami firm's run of large deals continues.

M&A 5 August 2026

Franklin Templeton reported in talks to buy AlTi Global, the $90bn UHNW wealth manager

Citywire reports that Franklin Templeton is in talks to acquire AlTi Global, the Nasdaq-listed multi-family office group with around $90 billion in assets. Neither firm is commenting. A deal would take wealth consolidation into the top tier of UHNW advice.

Investment 4 August 2026

Family offices are buying robotics while the rest of the market argues about an AI bubble

Bloomberg reports that the investment vehicles of Bernard Arnault, Jeff Bezos and Azim Premji have all put money into robotics companies in recent weeks. The capital is going in direct, at early stage, and into a single theme.

Private banking 4 August 2026

Lombard Odier appoints Turkey market head as it targets the region

The Swiss private bank has hired UBS veteran Tuncay Yilmaz to lead its Turkey coverage, a market marked by rapid asset growth and established business dynasties.

Operations 3 August 2026

Family offices plan to outsource more, Ocorian survey finds

A survey of 200 family offices managing $119 billion found 77 per cent expect to lean more on third-party specialists, from illiquid investments to cyber security.

Compliance 3 August 2026

Liechtenstein's beneficial ownership register breached, 31,000 entities exposed

Hackers exfiltrated data on around 31,000 companies, foundations and trusts from Liechtenstein's Register of Beneficial Owners, reopening the privacy debate for wealthy families.

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