In-person family office conferences are making a comeback post-Covid – and family office professionals have become more discerning in which ones they attend.

Families of wealth are always curious about wealth management costs and often want to benchmark those expenses against their peers. Costs are an important consideration when devising an overall wealth management strategy. What is the right price and how is it determined?

One of the country’s largest multi-family offices, Cresset recently made two major moves — merging with TRUE Capital Management and hiring Liz Nesvold in a new role as president. 

The $12.4 million entry point for Monaco’s richest is more than 200 times greater than the $57,000 needed to join the 1% in the Philippines, which is one of the lowest-ranked of 25 locations in Knight Frank’s

Robles launched the membership organization for ultra-high-net-worth individuals in 2008 but recently resigned amid differences over the group's direction, he tells Crain Currency.

With more than 15 years of experience covering wealth management and family offices for publications such as Institutional Investor, With Intelligence and, most recently, Markets Group, Kristen brings a wealth of knowledge and expertise to the table.