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Michael Humphreys, CFA®, CAIA®

FORGOTTEN HISTORY: Is a family office right for you the multimillion dollar question | History Defined

A wealthy couple smile at each other as they drink cocktails on a private jet. .

With more of the world’s capital being controlled by ultra-high-net-worth (UHNW) individuals and asset management becoming more complex, family offices are growing.

Ultra-high-net-worth individuals are commonly defined as having net investable assets of $30 million or greater.

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