From Support to Superglue: How Bill Pay Activities Add Value to High-Net-Worth Client Relationships

When partnering with high-net-worth (HNW) individuals and families, wealth management firms and family offices are often on the lookout for innovative ways to create value and strengthen their relations with their clients. Deep loyalties tend to lead to referrals and...
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FSD Pharma: Developing Innovative Therapies to Help Millions of Patients in Need

FSD Pharma, a life sciences holding company dedicated to building a portfolio of wellness and biotech solutions, is working to bring hope to millions of patients suffering from some of the world’s most challenging medical conditions.   With a diversified...
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Family Office Networks Launches The LatAm Art Fund LP

Family Office Networks Launches The LatAm Art Fund LP Palm Beach, FL – (September 23, 2021) – Family Office Networks announced today a strategic partnership to launch the LATAM Art Fund LP as a $50 million Delaware-based fund dedicated to investing in...
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Why Big Stocks Will Lead the Market

Why Big Stocks Will Lead the Market By Robert Zuccaro The long-standing belief that small stocks outperform large stocks over the long term is now being called into question. The events of 2020 accelerated changes in the stock market that...
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TAX UPDATES FROM THE WAYS AND MEANS COMMITTEE – WHAT FAMILY OFFICES SHOULD KNOW

Congress is picking up speed and hashing out the 2022 budget details.  The House Ways and Means Committee yesterday issued its version of new taxes needed to support the funding priorities.  Highlights are that Biden’s proposal to turn gifting and...
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