Detroit, MI – Family offices are professionalizing to function more like the big investment houses they once sought to differentiate themselves from. A new study from Morgan Stanley Wealth Management found that family offices are increasingly resembling institutional firms, often by adding new professional services and procedures after a liquidation event or a generational wealth transfer.
Read MoreNew Republic Partners Honored as a Finalist in Four Family Wealth Report Awards Categories
CHARLOTTE, N.C. – New Republic Partners announced today that it has been named a finalist in the 2026 Family Wealth Report Awards. The Family Wealth Report Awards recognize excellence among the firms, teams, and individuals serving North America’s family office, family wealth, and trusted advisor communities.
Read MoreHow family offices rein in their multi-entity structures
Detroit, MI – Family offices managing billions across generations often end up with more legal entities than they need. Trusts established for tax strategies that no longer apply. Offshore vehicles created for acquisitions long since completed. LLCs layered on top of other LLCs with no clear ongoing purpose. Each decision made sense at the time, but together they create overlapping governance, escalating compliance costs and operational inefficiencies that can cost families millions of dollars annually.
Read MoreEndowment Model vs Total Portfolio Approach: The Real Trade-Offs
New York, NY – David Weisburd of the “How I Invest” podcast speaks with Michael Phipps about building New Republic Partners, designing portfolios around growth, income, and diversification, and why open architecture matters in multifamily offices. Michael discusses common portfolio mischaracterizations, the role of alternatives and co-investments, and how families can better align risk, liquidity, and long-term objectives.
Read MoreRethinking the family office: Is it always worth it?
Detroit, MI – The number of family offices has surged in the past decade, driven by the rise in global wealth and the complexity of the investment portfolios of ultra-high-net-worth (UHNW) families. But the family office structure isn’t right for every wealthy family, depending on their internal dynamics, needs and purpose.
Read MoreHow family offices can profit from investing in alts and not get burned
Detroit, MI – The surge in alternative investment offerings presents both opportunity and risk. Investing in these complex assets is best undertaken with specialists who have proven track records, bring deep expertise and provide careful execution.
Read MoreInvestment policy statements: What they are and why family offices need them
Detroit, MI – “The most important thing is the purpose of the assets,” said Ali Bayler, managing director of New Republic Partners, a Charlotte, North Carolina-based multifamily office. “Sometimes you need to remind people of that because there can be a lot of noise and excitement about other things. So you want to make sure you’re real clear about the long-term purpose and objectives.”
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