Legacy planning services represent a major way to attract and serve the ultra-wealthy.
It is the advisor's job to tell their clients about the many areas where a good advisor adds value.
Their plan is to help single-family offices from Latin America build real estate investment companies.
Jeffrey Smith has more than three decades of banking experience in the New England market.
Veteran wirehouse advisor Daniel P. Murphy oversaw $400 million at Wells Fargo.
Mike Drennen was formerly with Hightower Advisors.
Founded in 2019, Seven Mile Advisory serves a clientele of about 25 UHNW families.
Tim Maurer was an adjunct instructor at his alma mater for the CFP preparatory course he helped launch.
All of the parties are bold-faced names in Northeastern social and cultural circles.
The auction house plans to securitize loans made to the wealthy, with art used as collateral.
The government is trying to drive money into the local economy.
Klaus-Michael Kuehne stands to pocket $4.5 billion in dividends this year.
The private equity pioneer, who took his own life last week, evokes memories of being generous with his time and money.
There's a new wave of high-end luxury cruising operators targeting the wealthy.
Schwarzman, who owns some 20% of Blackstone shares, reaped about $1 billion in dividends.
This Guarneri violin could top the $15.8 million public auction record.
Formal business valuations are essential but sometimes overlooked by business owners.
How wealth management firms can add value beyond financial planning.
Everyone will need to ante up more if we want to pay for all the new government Democrats envision.
Cercano Management was spun out of Microsoft co-founder Paul Allen's family office.
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