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Jul 12, 2019

Challenges facing family offices: what is holding you back?

With at least 10,000 single-family offices in the world, half of which were formed in the last 15 years, family offices may feel like they struggle to keep with the pack. To keep pace with the increasingly complex and ever-changing tax, regulatory and accounting requirements, family offices must modernize their technology and operations.

Feb 21, 2018

How to manage the impending wealth transfer: A guide for advisors

Will you be able to sustain your business beyond the lifetime of your oldest clients, after they leave their fortunes to their heirs? For investment advisors who built their businesses on the wealth of baby boomers, the impending transfer of an estimated $30 trillion – the largest intergenerational wealth transfer in history – poses a predicament.

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