Case Study: How and Why Northland Wealth Allocated Bitcoin for Its HNW Clients
Arthur Salzer discusses how his firm decided to allocate a percentage of his clients' assets into Bitcoin and the thinking and logistics that went into that decision.
Servicing the Financial and Psychological Needs of Ultra-High Net Worth Investors Through a Multi-Family Office
David Dunn on the psychological and service needs of ultra high net worth investors and how to apply that understanding to meet all your client’s needs