Aquilance, a leading provider of financial administration services for high-net-worth families, individuals, and family offices, has been selected as a winner in the 'Bill Pay' category at the Tenth Annual Family Wealth Report Awards 2023 program.
At My Accountant, we have been a leading provider of financial and administrative services for high-net-worth families, individuals, and family offices. Today, we are proud…
Ken Eyler, CEO of Aquilance, will chair a panel discussion with Jason James of Regents & Park, and Joe Andrews of RosettiStar, both top thought leaders in the security, investigation, and protection space, who will recommend best practices to safeguard wealthy families from security risks.
Please join us for an in-depth conversation with Shawn Barberis and Lori Coonen of MTM360 as they discuss the fundamentals to successful multi-generational wealth transfers.
Together, along our own CEO Ken Eyler, Joe & Jay discuss best practices from a Property & Casualty perspective.
You are probably aware of the risks of someone stealing your Social Security number, etc. and stealing your identity to commit fraud. But what about…
Nearly every family has one person who manages most of the financial chores and activities. In our experience that person is often considered the family…
What happens when the way we buy, sell and pay for things changes, perhaps even removing the need for banks or currency exchange bureaus? That’s the radical promise of a world powered by cryptocurrencies like Bitcoin and Ethereum.
Different options are available, but all parties must be in sync… Patrick Gillotti | via WealthManagement.com Estate planning tools and property & casualty (P&C) coverages…
