Rockefeller Capital Management — the modern successor to John D. Rockefeller’s historic family office — has attracted fresh investment from some of the world’s wealthiest families, according to CNBC.
Home to elite advisors, the company Sanctuary Wealth has invested in Innovise Family Wealth Advisors. The firm is a multi-family office and advisory firm based in Los Angeles and focuses on providing customers with solutions and advice that is customized, innovative, and efficiently managed.
Whittier Trust has recently been named one of the best Multi-Family Office Teams worldwide by the Society of Trust and Estate Practitioners(STEP). They have also qualified as one of the 5 finalists for the STEP awards under the same category. The winner is slated to be declared on 23rd September through a virtual event.
NewEdge Wealth LLC, an investment firm specializing in high-net-worth asset management, family office, and institutional financial services, has appointed Rick Hollmann as the Managing Director and Head of Advisory Solutions as a part of their investment management strategy for ultra-high-net-worth clients.
Create a free family office or service provider listing. This provides access to share your products & services such as advisory services, software products, recruitment available jobs, or simply to share your latest news and events.
Future Family Office is a single space for everything in the world of family offices & professionalized UHNWI investors. By making this traditionally opaque space more accessible & democratised, we hope to help the industry set new standards.
Connect with other family offices, or list your family office to attract new clients, deals or recruit top talent. Service providers can list their services and share their expertise and views through articles to help promote them.
