SEE AGENDA HERE
Monday, April 24, 2017
Wednesday, March 1, 2017
Trust & Estates Article
Trust & Estates article
A look ahead of the challenges facing families of wealth and the family office industry
Friday, January 27, 2017
Trump's cabinet is worth $14 BILLION - so no wonder they're living the lifestyles of the super-rich (down to forgetting to mention the odd $100 million, say experts)
Walters is quoted in this article, discussing the complexity inherent in tracking every asset a family owns.
READ THE ARTICLE HERE
Article appeared in The Daily Mail 1/27/17
READ THE ARTICLE HERE
Article appeared in The Daily Mail 1/27/17
Monday, January 16, 2017
West-coast millionaires looking for multi-family offices
A short article regarding the growing demand for family-office services in the western U.S.
Read Article Here
Read Article Here
Tuesday, November 1, 2016
Investing with a Conscience - Practical Strategies for Impact Investing
Monday, September 5, 2016
Monday, March 21, 2016
Subscribe to:
Posts (Atom)