Family capital delineations, exchange mechanisms, and family office sophistication are crucial as the UHNW family demands of their family offices rise. Peter and Amjed will walk through Trove’s insights from creating and managing over 100 unique family offices. Learn about various forms of family capital and how to facilitate seamless transfer mech...
Strategic Approach to Managing Family Office Complexity | 2024 FOX Family Office & Wealth Advisor Forum
Publish Date:
Jul 16 2024