David Hauser || M&A and HNWI Wealth Tracker

Family Office & Wealth Management Evolution

Family Office & Wealth Management Evolution

Only 35% of family offices have formal succession plans; younger generations demand crypto/VC. Secondary market for FO stakes evolving (Goldman/Industry Ventures, Morgan Stanley/EquityZen). FINTRX Q2 2026 shows new FOs shunning commingled funds for direct deals. Goldman Sachs acquiring LCN Capital Partners ($410M) signals conviction in net-lease income. Family offices amass $3.8B SpaceX bet raising concentration risk.

Sources (2)
Updated Aug 18, 2026
Family Office & Wealth Management Evolution - David Hauser || M&A and HNWI Wealth Tracker | NBot | nbot.ai