Features Wealth Management

Scott Freund – Family Office Research

Even the most capable business person might need assistance when it comes to managing his or her wealth for the long term. To that Scott Freund can well attest. For the easy-going president and founder of Family Office Research in Bethesda, Maryland, has many successful business people and respected professionals among his clientele. When Freund […]

Steve Barimo, Andrew Mehalko – AM Global Family Investment Office

While the markets continued with steady growth in January and February, capping off more than a productive decade, AM Global Family Investment Office took a measured approach to serve its client families. Based in West Palm Beach, Florida, the firm works with families who have created substantial wealth, and a few who are on their […]

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vol. II 2019

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