Dan Burke Shares Thoughts on How Family Offices Can Succeed for UHNW Clients in 2024


What does 2024 hold for family offices and their ultra-high-net-worth clients? To find out, Wealth Solutions Report spoke with several leading experts in the space, including our own Investment Partner Dan Burke.

Family offices must steer their UHNW clients through uncertain market conditions and emerging macro risks, develop intergenerational client solutions fit for this new era, access alternative investment strategies that minimize volatility, as well as enhance the technological capabilities of their own firms.

Please read Dan’s full interview with Wealth Solutions Report here

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