This disruptive global marketplace is forcing the reinvention of traditional family offices to meet the needs of Gen Z and ...

As financial markets become increasingly complex, family offices have emerged as welcome market participants, offering ...

The role of the family office is evolving with the Great Wealth Transfer and tech advancements, among other issues. This is ...

The Hefner estate was placed in a trust that required the beneficiaries to adhere to certain conditions. This covered ...

Geneos Wealth Management Inc. boosted its position in shares of Truist Financial Co. (NYSE:TFC – Free Report) by 3.2% in the ...

Mosaic Group offers integrated Tax Advisory, Company Incorporation, Relocation and Wealth Solutions focused on long-term ...

For accountants with clients with multiple entities, one of the biggest bottlenecks is in multi-entity consolidation, especially family offices. How can you, as their trusted advisor, help combat the ...

IBS Intelligence (IBSi) is the world’s only pure-play Financial Technology focused research, advisory, and fintech news ...

New innovative report by DIFC Innovation Hub, Julius Baer and Euroclear identifies how technologies redefine legacy planning ...

The self-described digital family office has also beefed up its leadership team with new roles in engineering, trading, product and finance, after recruiting 30 advisors in 2024.