Solutions that empower people to be stewards of their lives and legacies. Post Author:Dana Micheli Post published:January 28, 2021 Post Category:lifestyle management / property management / succession planning / wealth management … Continue Reading Solutions that empower people to be stewards of their lives and legacies.
Why embracing lifestyle management solutions should be a news year’s resolution. Post Author:Dana Micheli Post published:December 31, 2020 Post Category:asset management / fintech / lifestyle management / lifestyle management solutions / wealth management … Continue Reading Why embracing lifestyle management solutions should be a news year’s resolution.
Family offices are outgrowing traditional models and expanding into lifestyle management. Post Author:Dana Micheli Post published:December 10, 2020 Post Category:family office / lifestyle management / wealth management Post Comments:0 Comments … Continue Reading Family offices are outgrowing traditional models and expanding into lifestyle management.