Family Office Stories

American Stories

Family Office stories

April adds tax planning insights for wealth advisers

Wealth advisers can now use client-authorised IRS records to spot planning opportunities around stock, conversions and estimated payments more easily.

By Karen Joy Bacudo • 4 min read • Last week

Mergers and Acquisitions

Stevens Capital Partners tops USD $800 million AUM

An acquired Dallas tax practice gives the Omaha-based adviser more than 300 extra clients as it expands its integrated wealth planning push.

By Karen Joy Bacudo • 4 min read • Last month

Fintech

GeoWealth adds Goldman Sachs in USD $42.5m Series C round

GeoWealth extends its Series C with a USD $42.5m minority stake from Goldman Sachs to fuel growth while its family office keeps control.

By Karen Joy Bacudo • 4 min read • Sat, 21st Mar 2026

Wearables

Robinhood unveils family hub, trusts & platinum card

Robinhood launches a family finance hub, custodial and trust accounts, plus an invite-only platinum card with elite cashback rewards.

By Karen Joy Bacudo • 5 min read • Tue, 10th Mar 2026

Global Stories

Family Office stories

Data Protection

US tech founders shift wealth to Cook Islands trusts - Southpac Group

Rising AI and data privacy disputes are pushing more US technology entrepreneurs into offshore protection structures before claims emerge.

By Joseph Gabriel Lagonsin • 4 min read • Fri, 31st Jul 2026

Initial Public Offering

Cellares adds USD $50m from Prime Radiant to Series D

The cash will help Cellares build out its European factory network for cell therapies as it eyes commercial-scale operations and a 2027 IPO.

By Sean Mitchell • 4 min read • Fri, 19th Jun 2026

Data Analytics

Manifest raises AUD $2 million to track agency work

Agency leaders are being pushed to rethink billable-hour pricing as AI shortens production cycles and obscures how work is measured.

By Sofiah Nichole Salivio • 4 min read • Fri, 1st May 2026

Digital Transformation

Convelio secures Series C to expand New York storage

Fresh capital will fund a New York warehouse as the fine art logistics group deepens ties with auction houses and collectors.

By Catherine Knowles • 5 min read • Wed, 15th Apr 2026

Risk & Compliance

Colter Bay launches AUD $100m Australian private credit fund

Colter Bay launches Australian private credit fund with AUD $100m facility to plug an estimated AUD $25bn lower mid-market funding gap.

By Joseph Gabriel Lagonsin • 5 min read • Tue, 10th Mar 2026

Unified Communications

Paragon buys majority stake in South Yorkshire firm Parseq

Paragon has acquired a majority stake in South Yorkshire outsourcing specialist Parseq from Parabellum, boosting its back-office and payments arm.

By Kaleah Salmon • 4 min read • Thu, 12th Feb 2026

Software-as-a-Service

Umanitek launches Guardian Agent to combat AI deepfakes

Swiss startup Umanitek has unveiled Guardian Agent, a subscription tool to spot deepfakes, fake profiles and AI-driven impersonation online.

By Mark Tarre • 5 min read • Wed, 4th Feb 2026

EduTech

Ikonz Studios secures funding for global AI expansion

Ikonz Studios has secured strategic Pre-Series A funding from prominent investors, bolstering its innovative AI-driven digital experiences and global expansion.

By Catherine Knowles • 3 min read • Wed, 19th Feb 2025