[While the history of single family offices take us from the major domus of ancient Rome, to the major-domo of great households in the Middle Ages, to the “superintendent” of rich families from the ...

Working at an asset management firm, a Fortune 100 bank and a wealth management firm before launching my registered investment advisor firm in 2008 gave me a front-row seat to the family office ...

Many believe offices will become a thing of the past post-pandemic; however, CNBC reported that 90 percent of companies say they will return to the office by 2024 but will utilize a hybrid model. This ...

CEO Casey stated, “We expect continued market volatility driven by uncertain trade policy developments and varying economic indicators. However, we believe that our focus on high-quality businesses ...

Sara Hamilton, founder and chief executive officer, Family Office Exchange LLC, Oak Park, Ill. The Multi-family Office model is rapidly becoming the most sought after platform for serving the ...

The way we work has undergone a seismic transformation over the last few years. The hybrid office model — which combines the flexibility of remote work with the structure of on-site collaboration — ...

Operational risk remains one of the least visible, yet most consequential, challenges facing family offices today.

The wealth management industry is heading toward a clear divide. On one side sit advisors well-suited to serve middle-class ...