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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 -
Men dominate the largest financial institutions and the situation is even worse at family offices.
September 25 -
Carla Wigen joins the senior leadership team at the Seattle-based firm, which advises on about $5 billion in assets.
September 13 -
The senior executives joined their former chief at Cresset Capital Management’s newly formed multifamily office.
August 7 -
The bank promoted Denver’s regional leader of the business to oversee all aspects of Ascent Private Capital Management nationwide.
July 26 -
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Greg Fleming was tapped to become CEO of the newly formed Rockefeller Capital Management.
October 4 -
With bonuses, which can account for half of total pay, the average pay for a North American family office CEO totaled $631,000.
September 12 -
The Treasury will soon crack down on valuation discounts. Here’s what it means for your ultrahigh-net-worth clients.
September 12 -
Entering his fourth year in the business, Evan Savarick explains why joining his father’s team was the right move.
August 9