Our goal is to match vetted professionals and service providers to HNW and UHNW single-family and multi-family offices.
HNW Focused
Focused on single-family and multi-family offices and those who serve their needs.
Matching
Unique Matching Service connects vetted professionals and service providers with high net worth individuals and families.
News & Trends
Source for financial industry news, trends, opinions, and updates.
How To Use Publishing To Build Credibility and Increase Deal Flow
Managers of family offices and professionals catering to family offices know that this is a dynamic and competitive business landscape….
Competition Rises Among Multi-Family Offices
A string of recent deals and hires among multi-family offices points to rising competition in the high-end world of managing…
Family Office Direct Investing is Booming
Family offices are investing directly in technology companies as more tech entrepreneurs accumulate wealth and invest through single- and multi-family…
Wealth Management Strategies for Corporate Executives
Article by Morgan Stanley and provided courtesy of Morgan Stanley Financial Advisor Mark Persaud.
You have worked hard to build a comfortable life for yourself and your family. Your hard work has been rewarded with financial success and, as your wealth has grown, so has the complexity of managing it. As a corporate executive, you face a number of unique financial challenges, including equity awards, restricted stock, blackout periods and deferred compensation plans. To create a comprehensive wealth management plan, you will need to address these challenges in the context of your most important goals.