MEDIA
News and Articles
Our partners and professionals are frequently quoted or featured in industry publications, offering perspective on emerging trends, regulatory developments, and best practices for managing high-complexity financial lives. These articles highlight the issues facing entrepreneurs, entertainers, athletes, executives, and inheritors — and the structures that help them plan with clarity.
May 11, 2026
For international ultra-high-net-worth (UHNW) families—those with a net worth of US$30 million or more—managing wealth has become an increasingly global and complex challenge. Their portfolios often […]
December 11, 2025
Wealth brings freedom, but also significant complexity. As fortunes grow, so do the layers of trusts, partnerships, properties and multijurisdictional assets that demand careful management. For […]
December 2, 2025
August 29, 2025
In finance, the rules, tools and expectations are constantly evolving, and teams that don’t adapt will risk falling behind. To stay ahead of this ever-changing landscape, […]
August 1, 2025
Interest rates have been anything but predictable in recent years, creating uncertainty for both business leaders and consumers alike. Fluctuations can drive up borrowing costs, reduce […]
February 24, 2025
When forging long-term financial management objectives for ultra-high-net-worth individuals, the modern multifamily office should always prioritize implementing effective risk mitigation strategies. From helping install iron-clad cybersecurity […]
February 24, 2025
Thank you to everyone who joined us last night for a great event and tuned into a fantastic discussion, The Business of Business Management, led by […]
February 13, 2025
Join Julian Schubach and Evan Jehle Power Station at BerkleeNYC for a conversation hosted by Trusted Advisor where we will discuss the current state of business […]
February 5, 2025
Thank you to everyone who joined us last night for a great event and tuned into a fantastic discussion, The Business of Business Management, led by […]
November 19, 2024
By Rick Flynn Now more than ever, the day-to-day needs of high net-worth individuals are increasingly complex. Whether it’s the constant push to pinpoint new opportunities […]
November 19, 2024
By Amy Schwartz and Evan Jehle For the past two decades, we each have had a front row seat for the changes that have radically altered […]
November 5, 2024
READY TO CONNECT
Call now or complete
the form below, and
we’ll be in touch.
the form below, and
we’ll be in touch.