Dallas wealth management advisor CH Investment Partners is being sold to a Chicago company along with the management of more than $6.2 billion in assets. Chicago-based Cresset Capital is acquiring CH ...
Mastercard today revealed that 73% of affluent consumers like to closely manage their money, with 48% even using “financial gymnastics” to maximize rewards. These consumers, who are in the top 10% of ...
Hotels have long been an attractive option for sophisticated investors. But the asset class is even more popular with the wealthy and their family offices at the moment, because of the post-pandemic ...