Description: Single family office in Fullerton, CA is seeking a Director/President - CEO. The family office provides services to a retired entrepreneur who has retained a controlling stake in several closely-held businesses, owns many properties and funds (and invests for) a substantial charitable foundation. The family office primarily provides ac...
Plante Moran has been providing industry-leading services to clients -- including high net worth individuals and family offices -- for over 90 years.
Please join us on Wednesday, July 31, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts. Genuine prosperity includes overall well-being within the family and business. From mental health concerns and substance use disorders to relationship conflict and neurocognitive decline, we'll disc...
ACCESS THE APP If you would like to: register with an event credit register another member of your organization or are having trouble registering please contact us at events@familyoffice.com
By Peter Cunha, Director of Business Development Imagine having the power to be agile enough to dive deep into your endowment portfolio with just a few clicks. Diving deep within an endowment portfolio presents challenges requiring careful management and sophisticated tools. The complexity of asset allocation demands expertise and regular rebala...
Enjoy a recap of the 2024 Family Office & Wealth Advisor Forum by Erin Hulse, Founder of Deviate Consulting. DAY 1 | DAY 2 | DAY 3 Monday, July 15, 2024 | Day 1 Unlocking the Value of Time Capital John K. Coyle, Design Thinking Expert, Olympic Medalist, and Emmy Award Winner John emphasized the importance of time management...
Love & Legacy When managing multi-generational wealth, the intertwining of love and family legacy presents unique challenges and opportunities for parents curious about how they can guide or positively influence their children's marital choices. At Boutique Matchmaking, we help navigate this sometimes-tangled web, and guide these ...
This week, I am delighted to welcome Matt Wesley, Principal at the Lovins Group. Matt is an internationally recognized practitioner, thought leader, and speaker on the issues facing financially successful families. With a career that spans 34 years as an estate planning attorney, family advisor, facilitator, and consultant, he helps families addres...
Today, I am pleased to welcome Matt Tobin, President and Chief Operating Officer for South Dakota Trust Company (SDTC) and President of SDTC Services. SDTC Services provides consulting and corporate services to the non-depository trust company industry, and as President, Matt is primarily responsible for managing the Company’s Private and Public Tr...