Ultra High Net Worth Individuals-What They Need-It's Not All About Money
There have been a number of studies looking at the needs of Ultra High Net Worth Individuals ("UHNWI"). One of the more recent reports is...
The Biggest Family Offices
Here is an interesting article on the largest family offices globally. Are one of these your family office? I often wonder how these...
Documentation-The Storage Problem
One of the issues that is often overlooked but needs to be dealt with on a proactive basis is that of document storage. When I look at...
Understanding Financial Statements
It might sound silly, but there is an important education aspect to the bookkeping and accounting for high net worth individuals as well...
