09/10/2019
Money and family have always been a potent combination, but new challenges, from cybersecurity to market volatility, are complicating the mix. It’s never been so important to have the right experts on your side.
08/28/2019
One would be forgiven for expecting that smaller bets would be easier than larger ones for major institutional investors, because after all, there's not much capital at risk.
08/22/2019
The $650 million firm was founded in 2007 by Juan Rius, who will continue as its president, and specializes in advising high net worth families.
08/13/2019
It delivers a wide range of services including objective financial counsel, trusteeship, lifestyle management, tax and estate planning, risk management, coordination of professionals, investment advice, and foundation management.
08/08/2019
Founded in 2011, Waterfield works with family-owned businesses, trusts and endowments and single-family offices in several investment and non-investment-related areas.