News, Comment & Analysis results for Just Invest
Redefining Holistic Family Office Services
Demand for family office services grows, but there is a risk that firms are over-extending
Legacy In Motion: Fredda Herz Brown On Family Members In The Family Business
The following conversation took place at last week’s Family Wealth Report Investment Forum in New
Future Proof: Wealth “Transfer” Stirs Controversy; How Advisors Can Bridge Generation Gap
There is a great wealth transfer happening – although recent controversial remarks might suggest
How To Retain Clients During Great Wealth Transfer
The unfolding inter-generational transfer of wealth from Baby Boomers to their descendants presents