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Firm. Fees. Account Minimums. Morgan Stanley. As low as $0. As low as $0. JPMorgan Chase. As low as $0. As low as $0. UBS. 0.70% to 5% of the principal amount, plus a fixed fee; depending on the ...
As an ultra-high-net-worth individual, you have unique financial needs and goals that require expert guidance and management. ... A family office is a private wealth management firm established to ...
High net worth wealth management involves many disparate elements. Here are the most common: Investments: Investments are the engine of any financial plan, as they build the wealth that defines ...
Whittier Trust Company is an American independent wealth management and investment firm. A multi-family office, it stems from the family office founded by the children of Max Whittier . [ 1 ] Whittier co-founded and developed Beverly Hills in the early 1900s, and co-founded Belridge Oil in 1911.
The firm offers family office, asset management, and strategic advisory services to high-net-worth individuals and families, institutions, and corporations. Its president and CEO is Greg Fleming. The firm is headquartered in Rockefeller Plaza in New York City, [4] and has over 40 offices [5] in the US [6] [7] as well as an office in London. [6]
Iconiq functions as a hybrid family office for ultra-high-net-worth clients. [12] Their client base primarily derives wealth from the technology, high finance, and entertainment industries. [13] Their investment platform has evolved to include private equity, venture capital, growth equity, and real estate.
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