Chicago Financial lets rising gen join investment committee, no vote
Josh Kanter says participants get no initial vote, as family offices use committee seats and a family-funded nonprofit to teach younger relatives.
Family Offices
Formations, direct deals, people and governance at single- and multi-family offices. Private Wealth Daily, Family Offices first, arrives every morning.
Latest from Family Offices
Bezos Expeditions co-led Oratomic's $475M round; DFO buys SK stake
Premji Invest joined a $30 million AI seed; DFO's SK Inc. purchase was its second disclosed deal in nine days.
Oct 23
Ballentine Partners names retired CFO Jeffrey Potter as board chairman
Potter retired from day-to-day responsibilities at the Boston multi-family office on June 30 and remains a consultant through the end of the year.
Oct 20
Wittington Investments agrees $8.9B Boots buyout from Sycamore
Fairfax Financial Holdings is a partner, with Wittington holding operational control of the 1,800-store U.K. and Ireland pharmacy chain.
Oct 20
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ArchiveOct 20
Direct & Co-Investments
Weston family's Wittington Investments agrees $8.9B Boots purchase from Sycamore
Oct 19
Governance & Succession
Still Pond Capital still pays duPont family a dividend tied to DuPont, GM history
Oct 19
Oct 18
Family Office News
Family offices completed 342 company deals worth $68.3 billion in Q3 2026, FINTRX says
Oct 16
Oct 15