Mark Sotir, president of Equity Group Investments, discusses the firm's history, investment goals and long-term investment strategy.
More family offices recognize the value in platforms that display and interpret data in ways employees, family members and advisors can make strategic business decisions.
RSM US LLP discusses how family offices are using technology to enable remote work in a global pandemic and the risks they must consider.
The first day of ACG's Fall Summit focused on the economic fallout of the elections, partnering with family offices and managing PE-backed companies.
Family offices are often spared the immediate impact of economic tumult, and early data suggests that this crisis will be no different.
If adopted, proposed changes to the accredited investor definition would clearly define the role family offices and their clients play in private markets.
On the podcast, the Hyatt Bangia Family Office's chief investment officer discusses the family office landscape and how to break into this market.