Direct Investment Trends Shaping Family Office Strategies
Explore how direct investment trends are transforming family office strategies in 2026, driving flexibility and innovation in capital allocation.

Quest Workspaces – November 2017
If you want to succeed in the money management business, there’s no substitute for being where the wealthy are. Quest interviewed Andrew Schneider, Founder and CEO of Family Office Networks, on how Palm Beach is the next up and coming center of wealth management and why a move to Palm Beach offices wouldn’t be the worst thing in the world for CFPs, CPAs, financial advisors, hedge funds, and investment management firms.
The full article is available here: Quest Workspaces

Explore how direct investment trends are transforming family office strategies in 2026, driving flexibility and innovation in capital allocation.

Explore how flexibility in family office investing can enhance capital allocation strategies and lead to better opportunities.

Explore how the permanent $15 million estate tax exemption impacts family offices and wealth planning strategies.
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