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FEATURED ARTICLE
Next-gen investing: ‘Our generation is really starting to rethink how family offices work’
Raised in a wealthy business family, Rob Van Wielingen didn’t hear a lot about investing or the workings of the family office that his father, Mac, had established as his success in the oil and gas business grew.
Today, as head of his family's investment firm, this millennial is bringing his own investment-management style to the business.
As the generational shift in wealth puts trillions of dollars in the hands of ever-younger members of high-net-worth families, this next generation differs in how they approach investing, from their goals and values to their embrace of innovation and risk.
It's our most popular article so far this week.
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MEMBER CONTENT
Thane Stenner: The defining attributes of an elite wealth advisory team for ultra-high-net-worth investors
What distinguishes the rare teams that can serve as a trusted strategic office around a UHNW family’s full balance sheet, risks, values and decision-making complexity.
Beyond investment competence
Elite ultra-high-net-worth (UHNW) investors need more than investment competence. They need an advisor and team that can operate as a trusted strategic office around the family’s full balance sheet, risks, values and decision-making complexity.
The attributes that follow describe what genuinely sets the rare, top-tier advisory teams apart. They are organized as a single, integrated profile rather than a checklist: each trait reinforces the others and a weakness in one tends to compromise the whole.
This article is brought to you by Stenner Wealth Partners+.
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