Discover new insights on how to setup, manage, and advise wealthy families and their family offices The Complete Family Office: A Guide for Affluent Families an

Do you consider yourself a long-term investor? If so, chances are you have parked your money with an advisor and pay little attention to its performance and eve

"Illustrates how investment strategies for tax-exempt accounts don't work for individuals subject to taxes. Offers techniques for comparing tax-efficiency of mu

Everything you need to know for successful wealth management for families Although the family office concept is not new, it is a phenomenon that is changing the