Iconiq Capital counts Facebook's Mark Zuckerberg and Sheryl Sandberg, as well as Twitter's Jack Dorsey and LinkedIn's Reid Hoffman, as clients.
Learning to effectively communicate with ultra-high net worth individuals can help transform your firm.
Sometimes acting as a fiduciary means risking the loss of a client.
More and more data is accessible which outlines the impact of ESG integration strategies on investment positive returns. Trustees take note.
Of the 559 companies that have gone public in the U.S. over the past 12 months, only two, aside from Bumble, were founded by women.
Help clients avoid expensive errors or unforeseen costs.
