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Family Offices, Wealthy Investors Wary of Investment Risks
By Michael S. FischerWealthy investors expect 1% to 5% portfolio returns in the next 12 months, a Citi Private Bank survey finds.
January 21, 2020
Third of Ultra-Wealthy Families Prefer Time-Limited Approach to Philanthropy: SurveyThese families want to make an impact during their lifetimes, versus the traditional approach of giving in perpetuity.