As I research the evolution of wealth management for my upcoming book, I’m constantly on the lookout for firms that are doing things differently—breaking away from the pack and redefining what ...

As someone who has worked closely with family offices over the years, as well as being part of one, I’ve seen firsthand the value they can bring to high-net-worth families and individuals.

It is generally considered a “high-end” service, and some wealth management firms may require a certain level of investment assets or a minimum net worth. For clients who need this level of ...