Wealth Management

Catherine Yuan is the Executive Director and Trust Officer of Tricor Trustco (Labuan) Ltd, a fully-fledged licensed trust company regulated by the Labuan Financial Services Authority (LFSA) based in Malaysia. She has over 15 years of…

Finance Monthly sat down with Dustin Serviss - the founding partner of Serviss Wealth Management – a company that helps people get financially organised and strategic all on one page. The firm uses this one-page map to enable people to…

We hear from Finance Monthly's Wealth Planning Leader of 2021.

We hear from Elisabeth Dawson - Founder of Copia Wealth Management & Insurance Services and Copia Wealth Management Advisors Inc.

While there is a degree of interdependence among different parts of the financial services industry, one trend that has surfaced is the growth of niche multi-family offices and the emergence of the concept of the multi-family office as an…