07/31/2024

GeoWealth scores $18 million invvestment from

These enhanced offerings are all designed to optimize the user experience for advisors, enabling them to provide flexible investment solutions to the clients that they serve

07/26/2024

Outsourcing for family offices

Given that it’s estimated that extensive single-family offices are only viable from a cost perspective when a family’s wealth reaches the $250 million mark, it remains a high bar for many.