Withers’ private-client and tax partners Bill Kambas and David Stein were featured in the Business Insider article “These are the 21 advisors, accountants, and lawyers to know if you’re thinking about starting your own family office”. Business Insider highlights their extensive experience advising wealthy families and business owners.
Bill tells Business Insider that people should think about setting up a family office as taking on a job. “A Family office is about being in the business of managing the assets for a broad set of family members and their trusts. It’s not simply managing your own investments and doing what you would do on your own anyway.”
To read the full article, published on July 13, 2021, click here. Please note a subscription is required.
