Andree Mohr is chief implementation officer for Integrated Partners, a leading financial advisory firm. Mohr has helped to develop and grow the Waltham, Mass...
For various reasons, super-rich families with a net worth of $500 million or more choose single-family offices to coordinate and oversee critical aspects of their financial and personal lives...
It is no secret that the private wealth industry favors professionals over their wealthy clients. This structural phenomenon translates into a sizeable percentage of the wealthy being poorly served...
