Wealthy families in the US and Europe have been transferring wealth abroad due to domestic uncertainties and market ...

The new Compass division will provide strategic, long-term real estate services to individuals and firms managing significant ...

A lack of expenditure on IT and cyber security measures leaves many family offices exposed to scams and fraud threats, often ...

As I look about our nation and our political environment through the various media sources, my mind goes back to a kinder, ...

Our new market outlook highlights the looming risks that concern family offices in Q2, and provides a road map for navigating ...

However, artificial intelligence-related startups are still garnering attention from family offices, accounting for half of ...

including leading the family wealth consulting team and forming the bank's Business Advisory practice. At Callan Family Office, he will continue to advise on transaction tax strategies for ...

The concept of a family office can be traced back to Roman times ... the Morgans and the DuPonts. Managing wealth over multiple generations requires an experienced team, a disciplined investment ...

However, artificial intelligence-related startups are still garnering attention from family offices, accounting for half of ...

Venturi pursued a partnership with Opto to support the growth of its multi-family office and enhance its suite of investment offerings. Wealthy families often gain access to investments through ...