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...
Financial Reporting-Why Not Use A Family Office
Financial Reporting We have been discussing financial reporting for high net worth individual in a number of these blog posts. The...
Where Can I Find Help?
When you are looking at record keeping for high net work individuals, you need to keep a few things in mind. Your needs are highly...
Generally Accepted Accounting Principles
Many high net worth individuals can get involved in some rather exotic investments ranging from venture capital to other hybrid...
