Search posts by category

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.

Mar 23, 2017

NorthRock Partners – In House Excellence

Kicking off the first in a series of profiles of Black Diamond clients, we were fortunate to be able to sit down with Brent Field, Chief Investment Officer for NorthRock Partners. Based in Minneapolis, MN, NorthRock oversees approximately $1 billion in assets for 500 households. Unique to NorthRock is its service model. Unlike other firms who develop relationships with other professionals that serve the broader wealth needs, NorthRock has developed many of those services in ...


Theme picker