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  2. Family office - Wikipedia

    en.wikipedia.org/wiki/Family_office

    Family office. 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. The company's financial capital is the family's own wealth .

  3. 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 ...

  4. Multi-family office - Wikipedia

    en.wikipedia.org/wiki/Multi-family_office

    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 ...

  5. List of public REITs in the United States - Wikipedia

    en.wikipedia.org/wiki/List_of_public_REITs_in...

    The five largest REITs in the United States are: American Tower Corporation, Prologis, Crown Castle International, Simon Property Group and Weyerhaeuser. [1] Notable publicly traded real estate investment trusts based in the United States include: Company Name. REIT Type. Ticker Symbol.

  6. Microsoft 365 - Wikipedia

    en.wikipedia.org/wiki/Microsoft_365

    Microsoft 365 is a product family of productivity software, collaboration and cloud-based services owned by Microsoft.It encompasses online services such as Outlook.com, OneDrive, Microsoft Teams, programs formerly marketed under the name Microsoft Office (including applications such as Word, Excel, PowerPoint, and Outlook on Microsoft Windows, macOS, mobile devices, and on the web ...

  7. DFO Management - Wikipedia

    en.wikipedia.org/wiki/DFO_Management

    Founder. Michael Dell. Headquarters. One Vanderbilt, New York City. Website. www .dellfamilyoffice .com. DFO Management (formerly MSD Capital) is an American family office that manages the capital of Michael Dell and his family. The firm, which is based in New York and has offices in Santa Monica and West Palm Beach, was formed in 1998.

  8. Carlson (company) - Wikipedia

    en.wikipedia.org/wiki/Carlson_(company)

    Carlson. Carlson is an American privately held company headquartered in Minnetonka, Minnesota, United States. Its primary subsidiaries is Carlson Private Capital Partners, a family office that manages the owners' wealth. It previously held interests in hotels, including Radisson Hotels, and restaurants, including TGI Fridays.

  9. Willett Advisors - Wikipedia

    en.wikipedia.org/wiki/Willett_Advisors

    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 .