Trump again criticized the Fed for not lowering interest rates: He has repeatedly called for the central bank to adopt negative rates altogether.
The firm is looking to complete this process over the next five to seven years via a variety of offerings on the company’s growing platform.
A shift in how inheritances and retirement accounts are treated could compel family offices and wealth planners to shake up their estate plans.
While traditional family offices focus on the financial side of the dynastic client, virtual family offices often also consider "soft" services.