Advent Software. Since then, they each have been involved in family office operations, with Kerry launching fintech services firm, Accusource, in 2008, and Lawson running his own firm focused on family offices while working at a single family office fo…
More news about: Atlas Advisors Australia
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Johns Hopkins University.
At Brown Advisory, Mr. Geddes will serve as a portfolio manager focused on the firm’s emerging family office practice. He will work with clients to understand their goals and create tailored, diversified portfolios that align …
strong, long-term relationships and possesses keen market insights needed to capitalize on undervalued or underperforming properties. With its family office structure, Mohr Capital can close quickly and has a proven track record of delivering the highe…
More news about: Kudu Investment Management, LLC
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Entitlement, sibling rivalry and bringing spouses into the business are three of the most challenging issues in a family business and also some family offices.
