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Family office boardroom direct investing FINTRX Q1 2026 private equity deal flow

Family Office Strategies

Family Offices Tilt 5-to-1 Toward Direct Deals: Inside FINTRX’s Q1 2026 Report and the New Allocator Playbook

May 14, 2026

FINTRX’s Q1 2026 report added 119 family offices, with 83% favoring direct private deals. Why allocators now shift $5 direct for every $1 to funds.

BlackRock GeoWealth public-private model portfolio UMA 15 percent private credit allocation 2026

BlackRock-GeoWealth Public-Private Model Portfolios Go Live: 15% Private Credit Allocation Lands in RIA UMAs

May 13, 2026

Spousal lifetime access trust SLAT estate planning documents 2026 OBBBA million exemption

SLAT Strategies Surge in 2026 as OBBBA’s $15M Permanent Exemption Reshapes Spousal Trust Planning

May 13, 2026

Threadline Wealth Seattle independent RIA launch headquarters 2026

Threadline Wealth’s $5.8 Billion Liftoff: Why Baker Tilly Cut Its Wealth Arm Loose

May 11, 2026

Cash-like Treasury ETF SGOV BIL BOXX investor terminal 2026

SGOV’s $85 Billion Climb: How Cash-Like ETFs Are Reshaping Client Cash Allocation in 2026

May 11, 2026

Financial planning insights

Mutual funds News

Cash-like Treasury ETF SGOV BIL BOXX investor terminal 2026

SGOV’s $85 Billion Climb: How Cash-Like ETFs Are Reshaping Client Cash Allocation in 2026

May 11, 2026

Roundhill DRAM ETF memory semiconductor HBM chip stack 2026

DRAM’s $3 Billion Sprint: How the Roundhill Memory ETF Changed the Thematic Fund Launch Playbook

May 8, 2026

Vanguard 53 fund fee cuts expense ratio reduction 2026

Vanguard’s $250M Fee Slash: Inside the 53-Fund Expense Ratio Cut Pressuring Every Active Manager

May 6, 2026

Vanguard VDV VDG international developed markets ETFs 2026

Vanguard’s VDV and VDG Launches: How Two New ETFs Capture the International Equity Rotation

May 5, 2026

Private Banks News

Family office boardroom direct investing FINTRX Q1 2026 private equity deal flow

Family Office Strategies

Family Offices Tilt 5-to-1 Toward Direct Deals: Inside FINTRX’s Q1 2026 Report and the New Allocator Playbook

By ABDELALI EL KHADMAOUI

BlackRock GeoWealth public-private model portfolio UMA 15 percent private credit allocation 2026

Investing Strategies

BlackRock-GeoWealth Public-Private Model Portfolios Go Live: 15% Private Credit Allocation Lands in RIA UMAs

By ABDELALI EL KHADMAOUI

Charter Communications .3 billion pension termination buyout 2026 PRT

Retirement Planning

Charter’s $1.3 Billion Pension Termination Opens 2026 PRT Wave as Funded Status Hits 103.8%

By ABDELALI EL KHADMAOUI

Charter Communications’ $1.3B pension termination opens 2026 PRT wave. Milliman 100 funding hits 103.8% with $48.1B aggregate surplus across plans.

Spousal lifetime access trust SLAT estate planning documents 2026 OBBBA million exemption

Wealth Preservation

SLAT Strategies Surge in 2026 as OBBBA’s $15M Permanent Exemption Reshapes Spousal Trust Planning

By ABDELALI EL KHADMAOUI

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