The landscape of multifamily offices (MFOs) changed and grew so profoundly
over the past 10 years that we felt impelled to put criteria in place while
conducting our second major research study a...
Some firms now appoint special delegates to work directly with the children of their largest clients—people who can present themselves as young, cool and more in tune with the priorities of Gens X,...
Despite the fact that “success” is the dominant part of the word succession, planning for the future management or sale of a company is something wealth managers have not done very well for...
