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...
A growing percentage of accounting firms have wealth management practices. Most of these practices provide investment management and life insurance, or both...
