Question: Since our largest banks became large by joining together many regional banks and became rich enough to practically own Congress, it seems to me we should take them apart for our own safety, ...

The term “family office” is frequently used, but what exactly does it mean, and how are these services delivered?

In our 2023 Global Family Office Compensation Benchmark report, we found that 60% of the surveyed family offices identify risk-adjusted growth as the main purpose of the entity. This means that ...

In this new year, where are you on the generative AI innovation curve? In 2023, discussions about how technology is revolutionizing investment functions have intensified. Everyone from the CIO to the ...

There are a wide range of different financial markets. Each plays a role in the transfer of wealth and liquidity across economies. These markets all touch each other in some way, and it’s worth ...

Family offices want to have investment portfolios like those of institutions and that aspiration continues to influence their structure and hiring. In their quest to be more sophisticated investors by ...

I recently spoke with Forbes Family Trust's Partner and Director of Research, James McGrath regarding the firm's recognition as the "Best Outsourced CIO Solution" at the 2018 Private Asset Management ...

A list of top-performing stocks over the past 20 years would be filled with familiar faces: Amazon.com AMZN, Microsoft MSFT, Domino’s Pizza DPZ, and other well-established brands. But there would be a ...