family office
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As family attitudes towards wealth, purpose, and legacy evolve, their offices are doing more than just managing wealth, a study shows. Family offices are no longer quiet custodians of wealth. Based Read More...
Category: Applied and Practice
Author: Peter Vogel
It can be dangerous to ask executive assistants or your CFO to manage your personal finances. RSM's Ben Berger shows why a separate office helps both business and family manage money responsibly. All Read More...
Category: Interviews
Author: Kimberly Eddleston
Interviewee: Ben Berger
Family businesses, and the wealth they create, are run by human beings, who can be impulsive. When the wealth is substantial, often an impartial third party is the best choice to manage this wealth Read More...
Category: Interviews
Author: Kimberly Eddleston
Interviewee: Spencer Burke