Artificial intelligence is rapidly transforming industries, and family offices are no exception. However, while the potential ...
There were 123 such family-office conferences in 2024, and nearly twice as many — 244 — are scheduled for this year.
A diverse range of financial investments and assets adds another layer of complexity for accountants working with family offices.
The independent RIA has hired Bruce Stewart as head of family office, tasked with creating the right experience and services ...