By and large, the very wealthy establish single-family offices to ensure they receive the kind of services and personalized attention they want. Running a single-family office […]
Over the last few years, there’s been an boom in the number and variations of multifamily offices. While industry professionals and the wealthy seem to readily […]
For many ultra-wealthy inheritors—individuals who have received or are heirs to at least $100 million in assets—philanthropy is both a personal interest and a defining characteristic. […]
Building and cultivating a wealthy customer base is an important initiative for many types of professionals, especially those that specialize in addressing the unique needs of […]
Focus Financial Partners is diversifying into the family office business with the acquisition of a major stake in New York-based Flynn Family Office, an advisory firm […]
The wealthy often have to confront financial problems by trying to prepare for events far into the future. That’s why advanced planning strategies need to be […]
There’s a general consensus within the private wealth industry that the number of single-family offices is booming worldwide. More telling, the amount of money they’re controlling […]