10/18/2023
The exclusive series, a compilation of nine incisive articles contributed by leading industry experts, offers diverse perspectives on the trust industry’s evolution and the shifting demands of clients.
10/17/2023
Alpha Capital is a multifamily office based in Greenwood Village, Colo., that serves some clients with $1 billion or more in assets. Campbell said he anticipates more firms moving to this type of fee structure.
09/26/2023
Preparing younger generations to lead, a top priority of wealthiest families, is less important during down markets, according to a Citi Private Bank survey.
09/18/2023
The company’s expansion move comes amid the internal troubles in Hong Kong – historically a major global hub for family offices – said to have triggered a wide spread relocation move, with Dubai expected to emerge as the major gainer