Philanthropy is a passion for most high-net-worth families. Yet just because it’s a passion, that doesn’t make it any less of a business. As such, whether a donor is highly experienced or a novice, it’s important to approach philanthropy as you would any investment — with proper research, diligence and the right approach. Our...
It’s no small feat creating from scratch a wealth advisory business that can meet the lofty expectations of $100 million client families. Our CEO Jack Ginter sat down with Barron's to discuss the opportunities the firm sees in serving ultra-high-net-worth clients. “An incredible amount of work has gone into building out the platform, standing up...
