Family offices serving the Whittier, Phipps and Pitcairn fortunes have started managing fortunes for other families, thus spreading the costs over a wider base and giving the offices greater investment clout.
She also managed Fortune 500 accounts as the Hispanic Director at BzzAgent, a venture-backed ad agency.
"A lot of offices are putting too much money in hedge funds, venture capital and emerging markets," says Lawrence Coolidge — warning that a properly managed fortune should balance the goal of wealth creation with that of wealth preservation.
Since moving to Switzerland as a child, Von Opel has been a tax exile, managing his fortune from there.
The firm pioneered what was then a revolutionary technique for managing the fortunes of the rich.
Mr. Bloomberg likely has his own eye on the investigations — Quadrangle manages his fortune.
It is a tense time for Quadrangle, a division of which manages the fortune of New York's mayor, Michael R. Bloomberg.
Mr. Rattner is now the chairman of Willett Advisors, a firm that manages the fortune of Mayor Michael R. Bloomberg of New York, a longtime friend of Mr. Rattner's.
When Mr. Romney became governor of Massachusetts, his blind trust gave Goldman much of his wealth to manage, a fortune now estimated to be as much as $250 million.
3. The documents provide a wealth of previously unseen information about how Bain Capital operates, and, by extension, how Romney created and manages his fortune.
