A family office is a one-stop financial shop for the extremely wealthy. They serve as wealth management and financial advisors for high net worth clients typically focused only on the category known as “ultra high net worth.” (This is generally defined as anyone with $30 million or more to invest. A family office isn’t interested in minor millionaire chump change.)
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Rubem Herzog’s rich clients can’t always remember all of their houses. “You’ll only be able to have a full picture of their assets after you meet a few times, because they keep forgetting things,” explained Herzog, a senior wealth manager at Geneva Management Group, a multi-family office. Then clients will remember, “‘Oh yes, my house in the South of France!’” Read the full article here.
The stewards of family wealth are raising their profile, snapping up trophy towers, Sunbelt communities and everything in between. What’s behind their often opaque investments? Read the full article here.
Established franchisees have seen financing and capitalization alternatives blossom during the past few years. Traditional capital using straight senior financing and embedded equity or external equity capital has evolved to become only one of many alternatives for companies looking to grow.
By: Carty Davis | 119 Reads
Established franchisees have seen financing and capitalization alternatives blossom during the past few years. Traditional capital using straight senior… Read the full article here.