The pinnacle of ultra-high-net-worth financial services is a “Family Office.” It’s a firm dedicated to meeting all the needs of one, or perhaps a small number, of very wealthy families. [Read more…]
Understanding the Fee-Only, Fiduciary Advisor Model
Understanding the Fee-Only, Fiduciary Advisor Model
The financial advisor model has changed over the last several decades. From the investor perspective, these changes provide more options, more transparency, and more of the kind of services that used to be accessible only by those with a great deal of wealth. [Read more…]
