By Amy Schwartz and Evan Jehle
For the past two decades, we each have had a front row seat for the changes that have radically altered the multi-family office space. While these shifting tides have been driven by the commercial and fiscal needs of high net-worth individuals, many of the recent advancements in the sector have had a common underlying theme – personal data protection. Now more than ever, bad actors are seeking to exploit affluent individuals and their loved ones through threats to their private information, and it is the responsibility of the Elite Wealth Planning practice to bolster the defenses critical to safeguarding this data.
Russ Alan Prince is a strategist for family offices and many of the wealthiest families in the world. He helps them define and refine the desired outcomes they want. Russ also provides direction in selecting and structuring ultra-wealthy families’ relationships with private wealth industry professionals so they get superior results.