Gina Nelson is senior vice president and head of fiduciary services at Chilton Trust, a wealth management firm headquartered in Palm Beach, Florida.
Peer to Peer insights
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Rebecca Parekh, co-founder and CEO of THE WELL, talks about the top trends she’s seeing and the transformation of luxury wellness.
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- Peer to Peer insights
Wealth management industry veteran and TIGER 21 founder Michael Sonnenfeldt discusses his firm’s milestone celebration of 25 years and shares insights on how the ultra-high-net-worth space has evolved over the past several decades.
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In the evolving world of family offices, the next gen is stepping up, eager to bring their voices to the table.
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Alexandria Nadworny, a vice president and wealth adviser at Akron, Ohio-based Sequoia Financial Group, discusses how families can take proactive steps to foster positive outcomes and create a supportive environment for everyone involved.