Families grow, generations take over and markets shift, and family offices have to keep pace with all of it. At our ALIGN 2026 conference in Dallas earlier this month, leaders from Still Pond Capital, Mt. Vernon Investments, Krause Group and other family offices talked about selling legacy assets, strengthening governance as families expand and putting AI to work under clear security rules.

The same principles behind responsible stewardship can produce philanthropy with lasting impact.

Family offices put capital into medical technology, the collector car market and consumer jewelry over the past week and a half, with deals ranging from a nine-figure late-stage round in New York to a pre-Series A raise in India.

More than half of family offices have no succession plan in place, according to a recent survey. Family office leaders and advisors share how defined roles, overlap periods, and outside work experience for the next generation help leadership handoffs go smoothly.

Family offices this month backed deals spanning insurance, hydration monitoring data technology and EV infrastructure.

Heather Millstone is backing the media outlets that cover women's sports. She explains why better storytelling about athletes is essential to building fan bases, sponsorships and lasting leagues.

Family offices are forming faster than ever, longtime staff are retiring, and private equity-backed firms are bidding for the same investment, tax and trust professionals. Advisors and family office leaders explain what's driving the talent crunch and the approaches that have helped them hire.

By the time most families call for tax advice, the best options are already gone — advisors say the real work of liquidity planning starts years before a deal, not months after one. From family governance to advisor coordination, they break down the pitfalls that turn a windfall into a headache.

Jacque Sokolov has spent three decades turning healthcare bets into a family office playbook built entirely around one industry. He's also lost $50 million on seven biotech companies in a single swing, and he's candid about why patience is what separates the wins from the wipeouts.

This week's roundup spans four continents and three very different bets.