Redefining the Modern Family Office with Michael Hoover

With the confluence of uncertainty in taxes, the rise of sophisticated  investments, and the transfer of wealth from one generation to the next, a new breed of advisors is stealthily reshaping how the wealthiest families in America think about money, legacy, and their sense of responsibility Wealth is Shifting Hands — and so is its […]

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Michael Hoover and the Private Equity Era: How Capital is Reshaping the Advisory Profession & Family-Owned Businesses

For most of modern history, the advisory profession has been defined more by relationships than by capital. Accounting firms, law firms, registered investment advisers, and multi-disciplinary practices expanded slowly, from one generation to the next. The ownership structure reflected the partnership model, with ownership by partners and managing directors. The decision-making process reflected professional expertise, […]

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