New Hire Roundup: Atlanta Capital Group Adds Two
This week in new hires, Atlanta Capital Group welcomed David McInnis and Richart Artzi; Jennifer Mitchell joined Tiedemann Wealth Management; and Wally Head went to Gresham.
Join the Conversation During Heritage Planning Month
During May—Heritage Planning Month—there are opportunities for families, individuals, nonprofit organizations and all professional advisors to discover the third element of planning.
Family Office Exchange Reports on Sustaining Small Family Office
FOX finds that ‘sustaining wealth’ and ‘transitions’ are top concerns for family offices.
Risk Management for the Wealthy
What can be done to help wealthy families protect themselves from risks to "assets from lawsuits, natural disasters, identity theft, and other insurable exposures?"
On the Same Page
Does the term "multifamily office" (MFO) conjure up a picture of a wise old family retainer in plush, walnut-paneled offices overlooking lower Manhattan, providing womb-to-tomb...