When Josh Ploch moved to Oklahoma in 2010, it was to help friends start a church. But with his background in human resources and operations, he also began helping them with their businesses. Over the ...

Initial conversations with family office CIOs and principals rarely reveal too much about the organizations they are running. The industry, by its own design, likes to keep things close to the vest.

In Person Held at the Gleacher Center, 450 N. Cityfront Plaza Drive, Chicago, IL 60611. Gleacher Center, Chicago Investment Fee (in USD) Investment includes tuition and course materials, along with ...

When wealth is viewed as a narrative spanning generations, a family office serves as the storyteller, accountant, and architect all in one. This is not your father’s office. There are no mahogany ...

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