The stories that made the news help paint a picture of what was top of mind for family offices in 2024, and how this might ...
The decision between a family office and a wealth management firm ultimately comes down to your needs, goals and resources.
Deriso has been with Synovus for nearly a decade, most recently serving as senior vice president, director of strategic growth and family office solutions for TFO. Hilsman has more than 30 years of ...
The family office set up by a 25-year veteran and former head of private equity at Blackstone has launched a takeover bid for ...
Tim Tallach has joined as director of advanced tax planning and family office services, as the RIA continues to expand its ...
An emerging trend is that family offices are making direct investments in tech startups rather than through VCs. For startups, this shift may seem beneficial, providing an easier route to secure ...