Vocabulary

 

Vocabulary

Family Office

Family Office

Family offices have a long and storied history, stretching all the way back to the wealthy European families of the late 19th century. These offices were originally formed to manage the wealth of a single wealthy family, including investments, taxes, estate planning, and wealth preservation.

Wealth Management platform

Wealth Management platform

With the increasing complexity of the financial markets, more and more individuals and businesses are turning to digital tools to help manage their financial assets and investments. Wealth management platforms are the perfect solution for those ....

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