The path to advising families on governance, succession, and long-term wealth is rarely linear. In this Q&A, Chad Phillips, Business Development Director at Suntera Global, reflects on a career shaped by military service, family enterprise, and hands-on asset...
Cameron Bell, Levantine & Co If you had told me when I was sixteen years old that I would one day be working with wealthy families, discussing intergenerational wealth planning and helping clients navigate increasingly complex financial structures, I would have...
I had the distinct pleasure of interviewing Alexia Walker, the top independent arts advisor to family offices and directly to families of influence. The interview provided me with valuable insights into treating valuable paintings as part of the asset management...
