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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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In PWD coverage since September 15, 2026 · 16+ stories
8Deals on our tracker
Deal recordFull tracker →
Sep 30, 26Fund launchShopify · Open USD · Mastercard · Stripe · Coinbase — coverage
Sep 23, 26Deal closedOpen Standard · Shopify · Mastercard · Stripe · Coinbase — coverage
Sep 21, 26Fund launchReap — coverage
Sep 9, 26Deal announcedCircle · Velocity · Ripple — coverage
Aug 27, 26Deal announcedDunamu — coverage
Aug 25, 26Deal announcedShinhan Financial Group — coverage
Aug 25, 26Deal announced — coverage
Aug 17, 26Deal talk — coverage
PWD coverage
The Close

Dunham paper argues long retirements may shrink the wealth transfer

The San Diego asset manager's model shows a $1 million portfolio running dry in year 34 at a 4% net return, and says advisors are planning around an inheritance that spending may consume.
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