Women: The new face of wealth

Women are redefining what it means to build wealth. Our latest 2026 Women and Wealth survey explores how millennials, Gen X and baby boomers are closing the wealth gap and reaching new financial heights.

The North America Family Office Report 2025

Learn about trends impacting family offices in the U.S. and Canada, including succession planning, strategy shifts, strengthening governance and new technologies.

Explore the family office landscape >

Angie’s next Forbes piece: How Women Can Build A Solo Retirement With Clarity And Confidence

More American women are retiring solo than ever before and redefining financial freedom on their own terms. Angie O’Leary provides insights on how to plan intentionally for a retirement than reflects your unique values, goals, lifestyle and legacy. Read the article to see what this transformative era means for the future of wealth management.

Global Insight Monthly

GI Monthly

Long bonds light a short fuse

Global bond yields have hit fresh multidecade highs, but is this a warning sign or a healthy market recalibration? We explore the structural forces reshaping interest rates worldwide.

Read more in Global Insight Monthly

We're moving!

As of Monday, November 2, 2026, our new address will be:

1251 Avenue of the Americas, 36th Floor
New York, NY 10020

Main office: (212) 703-6000

Our new location features dedicated spaces to discuss your wealth planning needs, with cutting edge technology designed to make you feel at home. Here, we can explore your needs, wants and wishes, have conversations about all of life’s decisions, and use our wealth planning tools to craft a customized plan to help you reach your goals.

We look forward to sharing our new space with you.