investment-advisory
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Ark Financial Wants to Be the COO of Your Family Money - But the Model Comes With Homework
The Austin firm turned a rich-family institution into an operating system for entrepreneurs. Its cleverest product is coordination - and its most useful lesson is that even a coordinator must be audited.
The Richmond Firm That Manages $4.9 Billion by Managing Memory
A former KPMG tax partner built a Richmond multi-family office on a stubborn premise: the hardest part of managing $4.9 billion isn't the portfolio - it's the paperwork, the people and the memory behind it.
The Man Who Sold United Capital Is Back to Buy a Piece of Everybody Else's
Joe Duran built United Capital, sold it to Goldman Sachs, and could have retired. Instead he raised $250 million to bet on the advisors most consolidators overlook - the ones who want a partner, not a buyer.
StepStone Group and the Business of Getting Into Rooms Most Investors Never See
A private markets firm started in 2007 now helps steer roughly $700 billion across private equity, credit, real estate and infrastructure - and it is quietly opening the door to individual investors.
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.
BETA DATA
The Shanghai wealthtech firm arming banks with AI advisory workbenches - now expanding across Asia from Singapore and Hong Kong.
Robertson Stephens
Robertson Stephens Wealth Management is an independent, fiduciary registered investment adviser headquartered in San Francisco. Reborn in 2018 from the iconic dot-com-era investment bank, the firm now manages roughly $8 billion in assets for high-net-worth families and institutions across 13 states, blending personalized advisory with a modern digital client interface.