There were 123 such family-office conferences in 2024, and nearly twice as many — 244 — are scheduled for this year.
The independent RIA has hired Bruce Stewart as head of family office, tasked with creating the right experience and services ...
Shortly after Michelle Trachtenberg's death, legal expert Neama Rahmani tells PEOPLE why a family would decline an autopsy ...
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WISN Milwaukee on MSNWaukesha death investigation, other family members missingThe Waukesha County Sheriff's Office said they were called to check on someone just before 10 a.m. on Feb. 28.
Deputies from the Calhoun County Sheriff's Office responded to a reported shooting at a home on Monday evening. They found 34 ...
Aquiline and SEI have entered into a definitive agreement for Aquiline to acquire SEI’s Family Office Services business. Following the ...
SEI Investments Co. SEIC has agreed to divest its Family Office Service operations to Acquiline Capital Partners LP ...
A diverse range of financial investments and assets adds another layer of complexity for accountants working with family offices.
As part of the transaction, Family Office Services employees in SEI's Indianapolis, Denver, and Oaks offices, including members of the Family Office Services business' core leadership team, will ...
It is transforming industries worldwide, and the private wealth management sector, including family offices, is no exception. According to the Citi Private Bank Global Family Office 2024 Survey ...
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GlobalData on MSNRobertson Stephens launches family office for ultra-high-net-worth clientsThis initiative targets clients who have outgrown a multi-family office platform but are not yet ready for a single-family ...
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