by Hannah Shaw Grove
New wealth is created every year, bringing more millionaires into the fold of the financial elite.
by Russ Alan Prince, Hannah Shaw Grove & Richard J. Flynn
By and large, the very wealthy establish single-family offices to ensure they receive the kind of services and personalized attention they want.
by Hannah Shaw Grove/Russ Alan Prince
The growing power of technology in the advisory industry
will democratize high-quality financial management.
by Hannah Shaw Grove
Wealth advisors – especially those with fiduciary responsibilities – have an obligation to get educated on the digital currency and understand the implications for themselves, their practice and...
by Hannah Shaw Grove
At the third annual Creating An Excep-tional Family Office conference in Boston at the end of September, I had the privilege of moderating discussions with a number of top industry practitioners and...
by Russ Alan Prince, Hannah Shaw Grove & Richard J. Flynn
In an attempt to shed light on the growing mystery of MFOs, we surveyed 89 self-identified multifamily offices.
by Russ Alan Prince, Hannah Shaw Grove & Richard J. Flynn
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.
by
Hannah Shaw Grove
Sallie Krawcheck, a keynote speaker at the Asset Manager Showcase, is committed to promoting gender diversity and the advancement of women, which she aims to do with the help of the burgeoning...
by Hannah Shaw Grove
When I first got into this business around 25 years ago, the typical millionaire was a white male in his 70s who had a high school education and owned a business.
by Hannah Shaw Grove, Rus Alan Prince and Richard J. Flynn
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 the affluent.
