Announcing our new partnership with Prosperity Partners—find out how this exciting collaboration benefits you!

Active vs Passive Management

A tech entrepreneur just sold his company for over $1 billion. His kids are 7 and 5. And he’s already sent 16-page questionnaires to every portfolio manager he’s interviewing. This is the new face of family office investing – young entrepreneurs who want to be hands-on, not just relationship managers. They’re up at 4 AM reading the Wall Street Journal and actually understand the businesses they’re investing in. The generational shift that’s changing how wealth gets managed.

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