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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

family-governance

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AllCompaniesPeopleStoriesProducts
Legend
Dee Ann Remo Built a Wealth Firm Around the Work Money Cannot Do Alone
Founder · Advisor · Executive

Dee Ann Remo Built a Wealth Firm Around the Work Money Cannot Do Alone

A former KPMG tax partner turned a filing-cabinet view of wealth into a multi-family office - then made community, continuity and difficult conversations part of the balance sheet.

dee-ann-remo · heritage-wealth-advisorsRead →
Company
The Family Office That Put a 300-Client Ceiling on a $26 Billion Problem
Fintech · Enterprise

The Family Office That Put a 300-Client Ceiling on a $26 Billion Problem

Prime Quadrant started after one family discovered that a liquidity event can buy almost anything except unbiased advice. Now the firm serves more than 260 families, caps the roster near 300, and wants to manage the arguments around wealth as carefully as the assets themselves.

multi-family-office · wealth-managementRead →
Company
Bernstein Private Wealth Management
Fintech · Enterprise · Consumer

Bernstein Private Wealth Management

A research house that started by publishing uncomfortable truths now spends its days on the harder question wealthy families rarely say out loud: who gets it, and will the money outlast the people who made it.

private-wealth-management · high-net-worthRead →