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 | Jan 19, 2016 | Family Office, High Net Worth Families
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by Family Financial Matters | Dec 27, 2014 | Family Office, High Net Worth Families
Trusts & Estates Patricia M. Soldano & David Ascher Proactively managing risks to privacy, prestige and profession High-net-worth (HNW) individuals are in the crosshairs of a new generation of risks created by the proliferation of the Internet and its ability...
by Family Financial Matters | Dec 27, 2014 | Family Office, High Net Worth Families
Create a foundation for a disciplined long-term strategy for a variety of market conditions As we know too well, the past few years have presented a challenge for investors. The financial crisis and recession of late 2008/early 2009 have given way to a prolonged...
