Wealth management
Revamped Couples Budgeting App Plenty Transforms Its Business Model for Enhanced User Experience
Plenty is a money and wealth management app designed specifically for couples. Good news! It recently made its budgeting tools ... Read more
Embracing Authenticity in the Digital Era: A New Perspective for Modern Consumers
This article highlights a key discussion from last October’s family office investment summit. Recently, Lisa Gelles, the executive director at ... Read more
Top 5 Luxury Lifestyle and Travel Management Trends Family Offices Need to Know
Imagine swimming with dolphins or sipping champagne in space. Luxury travel is evolving fast, especially for wealthy families. As we ... Read more
