Rethinking the Priority of Spiritual Capital in the Modern Family Office By Mo Lidsky and Sylvia Solit Executive Summary In an era where wealth is abundant but genuine connection is scarce, affluent families and family offices are awakening to the need to shift their...
Download the White Paper You’ve done all the right things. You have an investment plan in place. You’ve worked hard to set up a structure for your family that aligns with your tax and estate planning. And you’ve allocated to several...
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