Private Equity & Family Offices Choosing private equity investments High risk, limited liquidity, taxes, and lack of regulation make investing in private equity challenging. However,…
Insti-Individual Investment Consulting
Investment Consulting Insti-Investment Consulting with Family Offices Dr. Alan Starkie, “Wealthy families are “insti-viduals”, individuals who have institutional needs in terms of complexity and sophistication”.…
Single Family Office
I just found this article about how Dubai’s DIFC is positioning itself as a center for single family offices. They seem to be very skilled…
Private Banking and Wealth Management
Private Banking and Wealth Management Private Banking and Wealth Management Trends Below is a short excerpt from a recent article I wrote for Investopedia on…
Family Office Customer Service
Family Office Customer Service Private Banking & Family Office Customer Service Here is a short video that I found interesting about how Family Offices and…