The rise of the family office
Designed to preserve wealth across generations, family offices have become an important new source of capital for venture and ...
More than 8000 family offices are revolutionizing wealth management. Are you rich enough to start one?
As the influence of family offices continues to grow and new opportunities arise, other investors may be wondering when it ...
Tackling Second-Generation Family Office Challenges With Real Estate
Real estate has long been a favored asset class for investors and family offices. Its ability to generate income, preserve ...
The Future Of Wealth: Key Investment Trends For Family Offices In 2025
The latest Family Office Quarterly 2025 report offers critical insights into the macroeconomic environment, investment ...
Financial Advisor10d
Building The Multi-Family Office Of The Future
Editor’s Note: This material provided by Michael Gold and written by Russ Alan Prince, a non-affiliate of CWM, LLC.
The 30-Year-Old Computer Scientist Who Wants to Remake Wealth Management
Christian Haigh co-founded Compound Planning to target rich, next-generation clients, and to address what he views as archaic ...
Generational wealth isn't just about taxes and financial assets but about transferring knowledge, expertise, and guidance
With $85 trillion set to transfer to the next generation in the coming two decades, this impending wealth transition (or loss ...
PCM Encore Transforms Family Office Model Into Client-First Advisory Firm
PCM Encore's radical transparency begins with its fee structure—no commissions, no hidden charges—but extends to its team-based strategy.