The ultra-high-net-worth firm with over $9 billion of advised assets and over a hundred years of history is looking forward to its next stage of evolution.

The private advisory team now offers specialised services in tax strategy, philanthropy, trust and estate analysis.

Commitment to Culture and Learning Strengthens Family-Centric Wealth Management Approach ST. LOUIS, MO / ACCESS Newswire / January 30, 2025 / Matter Family Office, a leading wealth management advisory ...

Family Office Resource Group (FORG) has announced a new partnership with CourMed, a provider of private client health and wellness services to ultra-high-net-worth (UHNW) individuals and families.

The storied family office has also launched a new RIA, to which it will transition the vast majority of its $9 billion in ...

Geneos Wealth Management Inc. grew its holdings in Entergy Corporation (NYSE:ETR – Free Report) by 105.8% during the 4th ...

Kalpesh Dave, Deputy CEO of Bajaj Capital says that the product demand and return expectations among wealthy investors is going through a fundamental shift. Being a seasoned player in the financial ...

Company Proudly Marks 25th Anniversary in Seattle SEATTLE, WA / ACCESS Newswire / January 29, 2025 / Whittier Trust, the oldest multi-family office headquartered on the West Coast, celebrates two majo ...

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

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 ...

Logic Capital Management manages over $400m in assets, providing tailored financial planning and investment management.