Goldman Pitches a Personal CFO to the Ultrawealthy.

Autor: Andriotis, AnnaMaria (AUTHOR)
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Zdroj: Wall Street Journal - Online Edition. 12/9/2024, pN.PAG-N.PAG. 1p.
Abstrakt: Goldman Sachs is expanding its services to the ultrawealthy by offering family-office services to manage their complex financial lives, including organizing financial paperwork, managing house staff, and finding home insurance. The bank is pitching clients a personal chief financial officer to handle day-to-day financial tasks and prepare for major life events. This move is part of Goldman's strategy to diversify revenue beyond dealmaking and trading, with a focus on providing stable fee revenue through services for the most affluent clients. [Extracted from the article]
Databáze: Regional Business News