A version of this article first appeared in CNBC’s Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox.
Wall Street advisors were kept busy in December — from the Warner Bros. Discovery
bidding war to Trump Media’s
$6 billion merger with a nuclear fusion company. However, private investment firms of ultra-rich families were in no rush to ink deals before the year-end.
In December, family offices made 35 direct investments in companies, down about 62% on an annual basis, according to data provided exclusively to CNBC by private wealth platform Fintrx. The results capped off a subdued year for family office dealmaking, as firms dialed back their direct bets in light of tariff uncertainty and geopolitical conflict.
