08/24/2021
The Bahnsen Group Family Office, which serves clients with more than $10 million in investable assets, will offer investment management services at a reduced percentage of assets under management.
08/19/2021
This accreditation not only reflects Maitri’s ongoing commitment to establish greater awareness of the importance of responsible investment, but also the strong set of values that the firm advocates across all its business conduct, corporate practic
08/19/2021
The group meets annually at the Thought Leader Summit to focus on a select industry issue that results in dynamic, thought-provoking discussions and industry-changing insights and explore timely issues with diverse perspectives.
08/09/2021
Family offices can be classified into two types; A single-family office, which caters to one wealthy family, while a multi-family office offers its services to multiple clients and families.
07/30/2021
The crisis also led to top bonus cuts, the ousting of key executives, and a regulatory investigation.
07/29/2021
These technologies help family offices with everything from automated and compliant investment processes, and peer to peer due diligence, to enhanced lifestyle experiences, and much more.