Portland Ore.-based McGee Wealth Management manages $815 million in assets.
Emigrant expands its partner network with an undisclosed investment in Ulrich Investment Consultants.
These offices can provide tailored solutions to super-rich families.
Soros Fund Management offers pay significantly higher than that of most executives at family offices.
Rockefeller Capital Management executive on how the firm carries on the family’s early vision of sustainability and ESG investing.
Tibergien becomes Pathstone's second independent board member, after the appointment of AssetMark co-founder Ron Cordes.
The new account is made possible by Kingdom Trust's recent acquisition of Choice Holdings.
Technology has been a key to adapting to the disruption, CEO Michael Tiedemann said.
The co-founder of Cresset Capital Management is preaching patience with his ultra-high-net-worth clients.
Glenn Elliott is the CEO of Practifi, a client relationship management (CRM) platform for advisors.
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