Morgan Stanley's Future-Ready Family Office report identifies six key areas for family offices to position themselves for growth, including advice on how to safely integrate artificial intelligence into their operations.
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For two decades, Sara Hamilton and Margaret Vaughan Cox have collaborated to guide multi-generational families through the complexities of sustaining collective wealth and shared values.
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We are excited to announce the addition of five distinguished leaders to our editorial advisory board, each bringing a wealth of expertise and vision to enhance our publication’s strategic direction.
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Goldman Sachs has merged its Ayco and Private Wealth Management family office services in a move aimed at serving the wide-ranging wealth management expectations of younger generations, who stand to inherit trillions in wealth.
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In this episode of Wealth & Wisdom, Editor Kristen Oliveri speaks with Princess Jahnavi Kumari Mewar, CEO and senior portfolio manager at Auctus Fora.
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Traditionally, legacy planning has centered on financial and legal strategies. Now, more families are prioritizing the emotional legacy they wish to impart, emphasizing the values and stories that will endure for generations.