Wealthy & Wise Family Office is headquartered in Columbia, Maryland with branch office in Baltimore, Honolulu and Seoul, South Korea. W&W FO is founded by Dr. Tai Young Lee who holds a law degree from Seoul National University and has earned both Master's and Ph.D. degrees in Economics from Indiana University. is Korea’s fi...
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Willow Street works collaboratively with families and their advisors to administer custom Wyoming fiduciary structures.
Always looking forward. A family office should be built around your unique needs with a team that takes the time to get to know you. A team who understands the complexity wealth can bring—to help turn uncertainty into opportunity. A team who act proactively, not reactively—to offer a way forward. That’s KPMG Family Office. Our team brings ...
Wealthgate Trust (WGT) is a client-founded multi-family Nevada trust company that exclusively partners with UHNW families and their advisory team to create, implement, and administer bespoke trust strategies. After running his own PTC for 15 years, our Founder – a practicing T&E attorney and entrepreneur - launched Wealthgate as the Trust Company ...
RS&F is the leading advisory and CPA firm for single family offices, ultra-high net worth families, and middle market organizations. Our planning team supports family offices to implement or restructure complex and sophisticated organizations that enhance family wealth preservation, risk mitigation, succession, and unity. In addition, our team prov...
In the ever-evolving landscape of finance and wealth management, family offices are experiencing a paradigm shift propelled by advancements in technology. Traditionally, family offices have been known for their personalized and comprehensive approach to managing the financial affairs of high-net-worth individuals and families. Today, technology is ...
Today, I am delighted to speak with Dr. Richard Orlando, Founder of Legacy Capitals, a leading provider of training, coaching, and consulting services on topics such as wealth and values transfer, preparing the rising generation, family governance, legacy planning, and family philanthropy to financially successful families & family businesses, ...
All times listed are in U.S. Central time. REGISTER Click on the button above or use this link to register for the program. If you have not received an event confirmation, you may resubmit your registration at the link above or email us at events@familyoffice.com. once registered you may access the event portal here. ...
Please join us on Wednesday, February 28, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. Join FOX for a lively discussion addressing the roles and obstacles of the rising generation, with author and innovator in financial education and well-being for families, Joline Godfrey, and FO...
With love in the air this Valentine’s Day, there’s no better time to be looking for a partner! The question remains however, where and how do you look and how do you do so safely? In the fast-paced world of dating apps, maintaining privacy is crucial, especially for high net worth singles. Here are some essential tips and practical steps to safe...
This week, I’m speaking with Leslie Michelson, Chairman and Co-Founder of Private Health Management (PHM). PHM is a clinically sophisticated complex care management company, specializing in assisting clients to obtain the best care and outcomes when facing serious and complex medical conditions. Before founding PHM, Leslie was the CEO and Vice Chai...