by Kevin Neal | Jan 20, 2020 | Finance, Wealth Management
The term ‘family office’ is one that carries multiple meanings depending on the context used. Initially, family offices were designed to cater to the wealth management needs of ultra-high net worth families. However, as the needs of these families...
by Kevin Neal | Jan 7, 2020 | Finance, Wealth Management
From the perspective of an affluent individual, wealth management entails the process of enhancing their financial situation, while from a financial advisor’s angle, it points to their ability to deliver a range of financial products and services to affluent...
