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Whether your firm has a vibrant wealth management division or not is irrelevant when it comes to offering family office services: Consider it outsourced CFO work, except for a family rather than an entity.
September 12Napier Financial -
Nepsis, a Minneapolis-based financial advisory and investment management firm, has acquired Sevenich, Butler, Gerlach, & Brazil, a tax, accounting and consulting firm in Saint Paul, Minnesota.
November 16 -
With residency, luxe living and low taxes mere table-stakes, the availability of trained staff to help the ultra-rich run their lives and their money has become a key battleground.
July 31 -
The next generation of the ultra-rich say they're ready for succession. The executives responsible for managing families' fortunes aren't so sure.
December 20 -
Serving a single family can be a complex — but profitable — niche.
August 23Napier Financial -
Clients need to start planning for a potential sale of their business now.
September 2Napier Financial -
It’s important to have intergenerational conversations with clients and their families.
August 2Napier Financial -
It pays to be a senior executive in a U.S. family office. Private investment firms of rich families there have the greatest number of C-suite executives making more than $396,000 a year.
June 16 - Napier Financial
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If you have wealthy clients who need these kinds of services, it can be a gold mine for CPAs, according to John Napolitano.
May 19