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Posted on: Nov. 4, 2019, 3:01 p.m.
What defines a family office these days anyway? : Depending on how you define a Family Office, all or none of the above might be considered one. In an industry defined by the putrid slogan “if you’ve seen one Family Office…” how can you create uniformly applied parameters? Certainly you have to create a range of variables, add flexibility in application, and allow for a serious margin of error. Or, as often applied, make broad assumptions (e.g. all individuals above … Full investment news articleRelevent to this post: Brookville Fund Managers Wells Fargo & Company,