High-income individuals and families prefer multi-family offices over various private wealth industry professionals (Exhibit 1). This preference increases as their level of affluence rises. The goal ...

In joining Quantum, Kohlton's primary focus will center on connecting with and supporting new and existing clients, utilizing Quantum’s proprietary E3 model, to help them achieve their financial goals ...

Sterlington PLLC has brought aboard a three-partner private wealth team from Morgan Lewis & Bockius. The new partners will be based in Sterlington's new Philadelphia office. An unspecified number of ...

To be clear, not everyone is a member of the Rockefeller or Vanderbilt families. For that matter, the Gates and Zuckerberg clans have limited membership as well. And these obvious facts make it all ...