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About 6% of the country’s family offices have more than $5 billion of assets under management, while roughly a third control $500 million or less.June 16
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Opportunities to win UHNW clients abound, but so do challenges, experts tell advisors at the Schwab Impact conference.November 6
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"The more objective you can make things, the better it will be," an expert says.June 10
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The firm has its origins as a family office founded by John D. Rockefeller in 1882.May 21
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The boardroom advice team meeting, once reserved for the wealthiest, is an option advisors can offer to more clients thanks to increased digitization.January 2
CEO and founderOrion Advisor Services
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A major Times Square development has secured more than $780 million in new equity, including about $400 million from UBS’s ultrahigh-net-worth and family office clients.December 14
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Men dominate the largest financial institutions and the situation is even worse at family offices.September 25
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Carla Wigen joins the senior leadership team at the Seattle-based firm, which advises on about $5 billion in assets.September 13
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The senior executives joined their former chief at Cresset Capital Management’s newly formed multifamily office.August 7
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The bank promoted Denver’s regional leader of the business to oversee all aspects of Ascent Private Capital Management nationwide.July 26
