03/11/2022

Embracing Femininity in Family Office

To mark International Women’s Day this week ZEDRA’s Wendy Sim talks about her role in helping family home offices nurture female talent and how she sees her industry as helping to drive forward equality.

03/03/2022

Wells Fargo Execs Break Away to Launch Family Office

Former Abbot Downing President Jack Ginter leaves Wells Fargo to create Callan Family Office, an independent wealth management firm that will serve the ultrawealthy and aims to compete with the big private banks.