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  2. Family office - Wikipedia

    en.wikipedia.org/wiki/Family_office

    Chart of family office services. A family office is a privately held company that handles investment management and wealth management for a wealthy family, generally one with at least $50–100 million in investable assets, with the goal being to effectively grow and transfer wealth across generations.

  3. Darrel Janz - Wikipedia

    en.wikipedia.org/wiki/Darrel_Janz

    That year, the city of Calgary recognized him with a Community Achievement Award for his community advocacy. [8] Following his retirement from his anchor position, Janz continued with CTV and hosted the weekly show Inspired. [2] He later hosted a weekly show on Yes TV. [2] Janz died on the morning of November 2, 2024, at the age of 83. [4]

  4. Rockefeller Capital Management - Wikipedia

    en.wikipedia.org/wiki/Rockefeller_Capital_Management

    Rockefeller Capital Management (RCM) is an independent wealth management and financial services firm, founded in 2018. The firm offers family office, asset management, and strategic advisory services to high-net-worth individuals and families, institutions, and corporations.

  5. Alvin Libin - Wikipedia

    en.wikipedia.org/wiki/Alvin_Libin

    Alvin G. Libin OC AOE (born April 22, 1931) is a Canadian businessman and philanthropist. The Calgary-based Libin is President and Chief Executive Officer of Balmon Investments Ltd, [1] a private management services and investment company, with interests primarily in hotels, nursing homes, oil & gas, real estate, and financial services.

  6. Multi-family office - Wikipedia

    en.wikipedia.org/wiki/Multi-family_office

    A multi-family office (MFO) is an independent organization that supports multiple families to manage their entire wealth.Multi-family offices typically provide a variety of services including tax and estate planning, risk management, objective financial counsel, trusteeship, lifestyle management, coordination of professionals, investment advice, and philanthropic foundation management.

  7. Wealth management - Wikipedia

    en.wikipedia.org/wiki/Wealth_management

    Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring and ...

  8. Bezos Expeditions - Wikipedia

    en.wikipedia.org/wiki/Bezos_Expeditions

    Bezos Expeditions is an American investment firm based in Mercer Island, Washington. [2] It serves as a family office for Amazon.com founder Jeff Bezos by managing his personal investments. The firm invests both in early and late stage ventures of companies in different sectors.

  9. Willett Advisors - Wikipedia

    en.wikipedia.org/wiki/Willett_Advisors

    Willett Advisors LLC (Willett) is an investment firm based in New York City that serves as the family office of Bloomberg L.P. owner and former mayor of New York City, Michael Bloomberg. It is currently managed by Quadrangle Group co-founder Steven Rattner .