Author: Mona Manahi
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What is a Personal CFO and Why Do You Need One?
For many high-net-worth and ultra-high-net-worth (UHNW) individuals and families, managing the family enterprise that results from significant wealth can be as complex as running a business. Just as any successful business will have an experienced and competent chief financial officer (CFO), so, too, should successful families. A personal CFO is dedicated to working with a…
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Barron’s PENTA Feature: Preventing the Rising Threat of Financial Fraud Among Families of Wealth
Being armed with the right information is the first step toward protecting yourself from financial fraud. Geller’s Mona Manahi and Scott Bush provided insight to Barron’s PENTA.
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Lowering the Risk of Financial Fraud for Families of Wealth
Evolving threats in the area of financial fraud call for a comprehensive defense plan. Geller details how implementing effective controls can lower your risk.
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The Big Picture: Astute Art Management Is an Important Component in Maintaining the Value of Passion Assets
In November 1987, barely three weeks after what remains the single steepest crash in the history of Wall Street, Vincent van Gogh’s iconic painting Irises went under the hammer on Manhattan’s Upper East Side. Amid frenzied bidding mere miles from where the previous month’s ‘Black Monday’ mayhem unfolded on the New York Stock Exchange, the…