Get to know 20 local wealth management professionals
LBF has conducted Q&As with 20 local professionals in the Wealth Management fields. Get to know their favorite overlooked ...
Crain's Chicago Business2h
Ex-CIBC wealth managers join with trader to start new Chicago firm
Named XXI Wealth, the wealth management firm will operate under the umbrella of Florida-based Dynasty Financial, which provides infrastructure and back-end operations for independent firms.
Observer2h
How a US Sovereign Wealth Fund Would Work in Reality
A sovereign wealth fund often serves as a vehicle to invest a government’s budget surplus. The U.S. doesn’t have that luxury.
The family-office gold rush is spurring a conference craze — with one notable comeback
There were 123 such family-office conferences in 2024, and nearly twice as many — 244 — are scheduled for this year.
Bisnow4h
CRE Heavyweights Darcy Stacom, Wendy Silverstein Launch Advisory Firm
The duo are combining their experience to build a boutique firm specializing in acquisitions, dispositions and restructurings ...