Great observation Geoffrey. One of the data points most important is to determine if the PF is a family foundation. I don’t have much knowledge of family offices that don’t include a PF, but that seems like a very smart group to target!
Great observation Geoffrey. One of the data points most important is to determine if the PF is a family foundation. I don’t have much knowledge of family offices that don’t include a PF, but that seems like a very smart group to target!