Posted on September 23, 2025 by
Heath Standorf
As family principals continue to grow their businesses and their wealth, they often establish family offices to centralize and streamline the administration and management of their lives, including financial and non-financial assets. Initially, business owners may entrust these duties to their corporate finance teams. However, there comes a point when more time and specialized skills […]
Posted on January 16, 2025 by
Heath Standorf
In this episode Associate Director of Family Office Heath Standorf shares common risk situations for family offices and high-net-worth families.
Posted on February 26, 2024 by
Heath Standorf
Beginning in the 19th century, some of the U.S.’s wealthiest industrialists quietly abandoned Wall Street banks to hire their own teams of experts to discreetly manage, preserve and grow their business operations and family wealth for future generations. Today, these family offices have moved beyond the shadows of the Rockefellers, Morgans and Vanderbilts and expanded […]
In this episode associate director Heath Standorf shares the firm’s approach to leveraging technology for families and family office clients.
Posted on October 20, 2022 by
Heath Standorf
In this episode Associate Director of Family Office Services Heath Standorf explains how high-net-worth families benefit from family office services.
