Fear Not The Family Office, This Is What Banks Should Think About
Forbes
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To work alongside family offices, banks need to look beyond the products they can sell and rather try to connect on a personal level and discover what keeps their wealth management clients awake at night.
California-based RIA Angeles Wealth Management has completed its first acquisition, purchasing a boutique family office firm to form a new affiliate, Angeles Family Office (AFO).
Role of portfolio manager in family offices: explore responsibilities, investment strategies, regulatory demands, and risk management for UHNW investors.