by Family Financial Matters | Aug 1, 2018 | Family Office, News
Certificate in Financial Management for the Family Office Managing and Building Wealth Through Effective Financial Management, Oversight, and Informed Investment Decisions This three day program introduces family office personnel and advisors to best financial...
by Family Financial Matters | Aug 4, 2017 | Family Office, High Net Worth Families
By nature, each single family office (SFO) is unique, serving a range of functions from investment strategy and implementation to family management and more. Devising the precise approach and design for each SFO is crucial to ensure its success today and for future...
by Family Financial Matters | Aug 4, 2017 | Family Office, High Net Worth Families, Wealth Management
The family office and wealth management industry is facing challenges front and center. These challenges range from proposed consumer-first legislation and regulation, to the emerging influence of millennials, to tax reform. These challenges, and the change they...
by Family Financial Matters | Aug 12, 2016 | Family Office
Click here to view and download the complete “A Historic Overview of Legislation” article.
