Many Unicorns are leaders of their respective market category, with proven business models, global brands, large and growing revenue and profitability.
Many of the world’s highest-net worth (HNW) families employ an entire office full of accountants, lawyers, and investment professionals to manage their assets.
“Many philanthropically motivated, wealthy investors choose to act on this conviction through their investment choices, and asset managers have increasingly adopted impact asset offerings to serve this demand.”
Explored for the first time in this year’s GFOR is the number of women occupying top-tier family office roles, with researchers finding just 8% of chief executives and 13% of chief investment officers are female.
A family will probably include a number of individuals with differing abilities, personalities, interests and aspirations which are not always easily reconciled.
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.