Family offices are continuing to make major investments across the United States, buying into everything from crypto businesses to consumer food brands, even as some market participants pull back due to geopolitical tension and economic uncertainty.
The rise of next-generation heirs is fundamentally reshaping how family offices are structured and run, with knock-on effects for hiring and leadership. As younger family members take on greater responsibility, many are moving away from the models established by their parents and towards offices built around impact, innovation, and long-term relevance. A new study from […]
Legacy planning for ultra-high-net-worth investors—definitions, strategies, legal structures, tax implications, and common pitfalls explained clearly.
Unlock key strategies with a 7-step wealth structuring checklist tailored for family office executives and UHNW investors. Learn actionable tips to safeguard assets.
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