Sharon Olson is president of Olson Wealth Group, a family office and independent wealth management firm focused on legacy planning. When it comes to the services provided by family offices—or ...

Demand for family office-style services is surging as more mass affluent Americans – individuals with $1 million or more to invest – seek the kind of bespoke, holistic services once exclusive to ultra ...

Forbes contributors publish independent expert analyses and insights. I help family offices solve next gen strategy & technology problems. Author’s note: After posting this piece, Sotheby’s launched ...

Homrich Berg, an Atlanta-based RIA integrator with $18 billion in assets, has hired Tim Tallach as director of advanced tax planning and family office services, a newly created role within the HB ...

Every private bank with international scale believes in its superior ability to serve super-wealthy family offices. But like the Highlander, there can only be one (winner), which this year is UBS. The ...