Wealth Management
Editorial writing on Wealth Management from The Family Office Almanac.
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.
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.
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.
Corient adds New York's Seven Bridges Advisors as multi-family office roll-up continues
Corient has agreed to buy Seven Bridges Advisors, a $4.9bn New York multi-family office, in the latest of a run of deals building the Miami firm into the largest player of its kind.
Sun Life brings its HNW underwriting hubs under one private-wealth platform
Sun Life has combined its Singapore, Hong Kong and Bermuda underwriting centres into Sun Life Private Wealth, a single platform for high- and ultra-high-net-worth families managing cross-border succession.
Carlyle and Bain Capital reach the final round for $160bn Wealth Enhancement
Two of private equity's largest firms are the last bidders for Wealth Enhancement Group, a US adviser with roughly $160bn in client assets, in a deal reported at about $7bn that would rank among the sector's biggest.
Wealth management consolidation: should I stay or should I go?
Corient has bought a boutique multi-family office almost every month this year. As consolidators roll up the independents families once chose for their independence, the question for principals is what they actually own.
UK advice consolidation keeps rolling as Clifton Wealth buys Morgan Law
Clifton Wealth Partnership added Morgan Law Financial Services on 1 July 2026, the latest in a run of UK advice-firm deals. What the pace of consolidation means for families choosing a private-client adviser.
What we are reading about family offices
No noise, no selling. A measured note on the advisory landscape.