Family Office Popularity: What’s Behind It and How Wealth Managers Should Respond

Share and Save

This replay explores how the rising popularity of family offices with ultra-wealthy clients impacts traditional wealth managers.

Full access to all insights and their associated resources is reserved for Cutter members, with partial access granted for select content.

Member Login

Don’t have a login and your firm is a Cutter Research member? Create an account for full access.

Not a member firm or unsure? Contact Us about a firmwide Cutter Research membership.

Additional insights on

Dec 12, 2025 Newsmaker: A First Look at the FactSet–Arcesium Collaboration for the Buy-Side Video Cutter Associates will host a Newsmaker event spotlighting the newly announced strategic partnership between FactSet and Arcesium, bringing together two industry leaders to deliver a more integrated, data-driven operating experience for the buy-side. During this session, executives from both firms will outline how the collaboration unifies FactSet’s comprehensive content, portfolio management, analytics and reporting tools with Arcesium’s advanced post-trade, data-management, and workflow-automation capabilities. The partnership is expected to offer asset managers best of breed functionality while reducing the integration complexities with a consolidated platform. Attendees will gain early insight into the roadmap, use cases, and anticipated client benefits, positioning this alliance as a meaningful step forward in modernizing the investment lifecycle. Nov 25, 2025 Consulting Perspectives: Total Portfolio Approach Report Many funds are evolving from traditional SAA/TAA frameworks toward a more dynamic total portfolio approach that emphasizes holistic risk and capital allocation. This popular presentation from Cutter Connect 2025 explores the foundational building blocks required to enable a total portfolio approach. It examines where leading firms are on their journey and the key challenges that remain to be solved.