Archives: Listings

Family Office News

Wealth Management & Family Office

What you’ll learn Understand ultra-high net worth (UHNW) family challenges. Have a good background on UHNW profiles and geography. Learn to structure large portfolios for

Read More »

Managing Family Office & Wealth

Learn approaches for preserving family wealth and managing a modern family office. This two-day programme for family members, family office representatives and wealth managers explores the

Read More »

Family Leadership

Course Overview Minichilli and Corbetta, in a forthcoming article with Miller, propose a model in which firm size and ownership concentration determine when family leadership

Read More »

ULATAN HOLDINGS INC

Ulatan Holdings, Inc. (UGI) is a family-owned corporation based in New York, NY. We have a broad investment mandate, making opportunistic investments in both public

Read More »

Rosenthal Retirement Planning, LP

To always be an industry leading independent advisory firm for those seeking life-long retirement solutions through disciplined investment strategies and superior client service.

Read More »

Oak Island Ventures

We make early stage investments backed by a network of successful entrepreneurs and family offices We only invest in ventures we are passionate about As

Read More »

Matter Family Office

At Matter, families are our number-one priority. We lead the way on a purpose-driven path that supports your family’s unique goals and values through our

Read More »

Krautkraemer GmbH

Krautkraemer develop companies and support entrepreneurs from the start-up idea to the development of the company.

Read More »