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Family Office Daily
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Thursday, October 8, 2026Family Office Daily Briefing →Sign in
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FINTRX

In network coverage since August 14, 2026 · 6 stories
Network coverage
allocations

Family offices logged 112 August deals, 34 involving AI

FINTRX's Sept. 23 report shows Series A led again with 20 deals while acquisitions fell to 12 from 18.
move · Oct 8Big four wirehouses lost a net 517 experienced advisors in first half of 2026
move · Oct 7Fidelity says a few hundred advisory firms face its $100 million custody cutoff
RIA · Oct 7Fidelity extends its $100 million custody minimum to 986 existing RIA relationships
Family Office · Aug 18Direct deals define the newest family offices
Family Office · Aug 14Bezos Expeditions Tops Family Office AI Deals in 2026
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