Family Financial Matters

Worth magazine has relaunched its Leading Advisors program with a data-driven focus to recognize top-tier registered investment advisor firms that manage the complex financial situations of high-net-worth individuals.

Effective private foundations are those that have a clear mission, effective governance, thorough knowledge of their charities, negotiate for reduced overhead costs, provide periodic support, and measure their philanthropic goals.

The “Great Wealth Transfer,” like all things in life, has many layers and subtleties that need addressing. And the best place to start is by sitting down. 

The Wentzheimer Group at J.P. Morgan redefines wealth management as a journey of trust, collaboration, and shared vision, offering tailored strategies that address the numbers and the people and stories behind them.