Showcasing 'best of breed' providers in the global wealth management, private banking, and trusted advisor communities, the Family Wealth Report Awards are designed to recognize companies, teams and individuals which the prestigious panel of jud
In mid-February, TSCA added its first practice, Synergy Advisors Group of Oklahoma City, which manages about $200 million.
"We get so many requests from clients in HK, Singapore and China to assist on the set-up of a 'family office' - in reality many of these clients want a management company, a fund and perhaps a few separate holding companies for their tradit
One thing Woodson and his colleague Edward Marshall, a director in the bank’s global family office group, would say it that family offices have certainly become more complicated.
In the event, Massey and his family members decided a commercial partner -- specifically Signature Family Wealth Advisors, a multifamily office -- best met these needs.