In what appears to be a coup for Boston Private, the duo join to build out its family offices services business. The men have been involved in promoting thought leadership around the FO sector in recent years.
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The outsourced chief investment officer model has prospered in the US, with family offices and other organizations farming out business. With client demands rising, the model cannot presume easy growth in future.
Two reports by the same organization highlight the delicate task of using technology enough to win efficiencies and clients but not so much that some customers are alienated.
Bean, a former politician in Illinois, will lead Mesirow’s flagship wealth business which has been based in Chicago for over 80 years.
A law firm examines tax compliance aspects to the college admissions affair that has shaken the country's education system. ...
The outgoing CFO has been at the firm for 32 years in a career stretching back to the Reagan era. ...
The latest M&A deals in wealth management across North America. ...
The outsourced chief investment officer model has prospered in the US, with family offices and other organizations farming out business. With client demands rising, the model cannot presume easy growth in future...
The latest in funds and investments in North America. ...
This publication reviews a book advising UHNW individuals about the issues they confront. ...
Ultra-high net worth families are confused by myriad configurations of advisors and commercial providers and often choose to serve themselves by forming a family office. This article continues to explore where t...
As guidance for firms and readers, this publication intends to explore the following themes over the next 12 months. ...
This publication spoke recently to the alternative investments platform about these new Zones and how high net worth investors should consider them. ...
Ultra-high net worth (UHNW) families are confused by myriad configurations of advisors and commercial providers and often choose to serve themselves by forming a family office. This article explores where this ...