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Roughly half of Addepar’s 1,400 client organizations are using the Addison tool that debuted in March, and it’s spending “as much as it takes” to quickly deliver more powerful capabilities and agents to users this year.
One of the top business schools appointed the first executive director for its Family Office Initiative and plans to expand its curriculum, research, and in-person gatherings for family offices.
After a stint at a private-credit firm, the executive returns to allocating and will help guide 550 of the largest private investment portfolios.
An email forwarded to Jeffrey Epstein in 2012 describes family offices much as they are today: interested in direct investments and “too tough to crack.” It didn’t deter him.
An annual letter that memorializes some highs and lows, celebrates what was achieved, and shares what’s next.
Roughly half of Addepar’s 1,400 client organizations are using the Addison tool that debuted in March, and it’s spending “as much as it takes” to quickly deliver more powerful capabilities and agents to users this year.
One of the top business schools appointed the first executive director for its Family Office Initiative and plans to expand its curriculum, research, and in-person gatherings for family offices.
Or many jobs in finance, according to journeyman of accounting, banking, asset management and other industries recently surveyed by the CFA Institute.
The Wall Street Journal editor shares why and how he wrote “House of Fidelity,” the most detailed account yet of the Johnson family and their powerful financial firm.
After a stint at a private-credit firm, the executive returns to allocating and will help guide 550 of the largest private investment portfolios.
Two veterans of single-family offices started the nonprofit project called The Cyber Foundation.
Consulting firm F2 Strategy published a report about the evolving operations of wealth management firms. Single-family offices should read it, too.
David Chie put years of search experience, the latest AI tech, a hot brand agency's advice, and his own money into making Maple Drive a self-service hiring wonder for family offices. They still want to talk to him on the phone.
Every conversation William Villanova, the president of Frank E. Campbell, has with a family office starts with the same question and often ends with this specific advice.
Bastiat Partners, a boutique investment bank in Los Angeles, is creating a summer program that it says will actually prepare college students for family-office investment jobs.
Sara Naison-Tarajano, who formalized Apex, the group of investment bankers dedicated to family offices, has been named head of the bank’s company-sponsored wealth management business.
An email forwarded to Jeffrey Epstein in 2012 describes family offices much as they are today: interested in direct investments and “too tough to crack.” It didn’t deter him.
