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.
Creative Planning has bolstered its presence in Kansas with the purchase of Sunrise Advisors for an undisclosed sum.
"You can’t wait for the world to come back to face-to-face,” says David Canter, head of its RIA channel.
Offshore jurisdictions have historically been popular places to incorporate investment holding vehicles. The corporate law of offshore jurisdictions is typically flexible and free from the requirement to prepare audited financial accounts. Offshore jurisdictions are also well served by professional service providers such as lawyers, accountants and corporate secretarial providers.
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