The Future of the Multi Family OfficeHaving 20+ years in wealth management, unprecedented changes are coming to the Multi-Family Office (MFO) sector that will transform the…Feb 5Feb 5
Family Offices Face Talent War: Salaries Tell the StoryWhen I first heard that some executive assistants in family offices are earning nearly $200,000 a year, I’ll admit, I was floored. But as…Feb 4Feb 4
Cybersecurity Essentials: Your Financial Privacy Fortress for 2025I’ve spent years working with ultra-high-net-worth families, and if there’s one thing that keeps me up at night, it’s cybersecurity. Not…Jan 10Jan 10
Why Your Password Habits Are Putting Your Wealth At RiskLast week, I watched a client nearly lose access to their entire investment portfolio. The cause? A password they’d been recycling across…Jan 10Jan 10
AI and Quantum Tech Are Reshaping Wealth Reporting ForeverAs I review the technological advances of 2024, I’m struck by how profoundly they’re reshaping the financial industry landscape. After two…Jan 10Jan 10
