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For accountants with clients with multiple entities, one of the biggest bottlenecks is in multi-entity consolidation, especially family offices. How can you, as their trusted advisor, help combat the issue?
January 29SoftLedger -
Ultrahigh net worth families often use extended networks of professionals and advisors — which is precisely what makes their financial data uniquely vulnerable.
January 28Whittier Trust -
The financial services giant lets wealthy clients pick and choose things like assistance with cybersecurity, alternative investments and estate planning.
November 20 -
The complementary offerings of family office and wealth management firms have the potential to capture UHNW wallet share and drive up revenues in tandem.
September 18Capgemini -
The figure would mark a 73% jump from the current $5.5 trillion controlled by people represented by family offices, according to the report.
September 4 -
Unexpected perks of family philanthropy can include mended rifts, improved financial literacy and next-gen involvement in generational wealth.
August 21Whittier Trust -
The New York-based firm recently passed $2 billion in AUM and now has over 30 financial advisors.
August 9 -
Meager security budgets, flammable family dynamics and set-in-their-ways employees can put assets, and sometimes the safety of family members themselves, at risk.
July 31360 Privacy -
Ultrarich individuals and families worth more than $150 billion are helping drive a resurgence in private equity buyouts, providing capital for some of the year's biggest acquisitions to overcome a tough dealmaking environment.
June 7 -
Worried about the upcoming U.S. presidential election, Goldman Sachs family office clients consider hindsight options.
June 5