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Employees at Ballentine Partners, a multifamily office and RIA, say their firm can be an example of how small or midsized independent firms can advance on DEI.
November 17
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After hiring a U.S. fine art specialist from the gallery world, the Swiss wirehouse is doubling down on its art-world connections to attract ultrarich Americans.
November 9 -
Competition for the business of family offices is heating up. From fine art to compliance, here's what some of their needs look like today.
November 1 -
Join us for a lunchtime talk with Maria Elena "Mel" Lagomasino, CEO and Managing Partner of WE Family Offices, about leadership in the growing family office world and what it means for financial advisors.
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From fielding self-harm threats to handling family estate feuds, here's how an advisor can productively intervene with ultrawealthy families.
October 31 -
From addiction counselors to fund managers who can schedule roof repairs, today's family offices need more services than ever before. Here's what advisors should know about working with them.
October 30
