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Citi Private Bank hired Lisa Maurer as its new family office group director for the Northeast region.
July 12 -
Northern Trust named Sheldon Woldt to lead its family office and institutional business in the Middle East.
May 17 -
Northern Trust has named Daniel F. Lindley managing director of the Global Family & Private Investment Offices Group for Europe, the Middle East and the Asia-Pacific.
May 7 -
Bradley Fisher will be taking over as managing director and leader of the Family Office Advisory Practice.
March 6 -
Viteos, known predominantly as a fund administrator and operations support provider for hedge funds, has expanded its operations, accounting and reporting services to family office RIA firms.
February 14 -
Rothstein Kass expects that new hire Nancy H. Schultz will be able to parlay her 25 years of financial planning experience and her extensive network of contacts in the region to take advantage of growing demand for single-family practices on the West Coast.
February 7 -
BNY Mellon has promoted wealth management veteran Ridgway Powell to a new position leading a team of advisors to ultra high-net-worth families and family offices.
November 8 -
An unexpected windfall is welcome, but stressful. Here's a plan for helping clients cope.
September 1


