The Family Office Gap Below $100 Million
Roughly four million U.S. households hold $5 million to $100 million in net worth. Most will never hire a staff, but their finances have outgrown a spreadsheet. On the gap in between.
Occasional writing on the operational complexity of modern wealth, from Joel Phillips, CEO of LegacyTrackr.
Roughly four million U.S. households hold $5 million to $100 million in net worth. Most will never hire a staff, but their finances have outgrown a spreadsheet. On the gap in between.