family wealth management Archives - Wharton Magazine

Blue illustration of men putting together a giant puzzle of a dollar sign

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February 26, 2026

Spreading the Wealth

Leonard Tannenbaum W93 WG94 on why high-net-worth investors may need multiple financial advisors

SFOs in Action: How the Richest Families Manage Their Wealth

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Summer 2008

SFOs in Action: How the Richest Families Manage Their Wealth

For many of the world’s richest families, SFOs —Single Family Offices—play an essential role in their investment strategy.

The Fall Winter 2025 Wharton Magazine cover and an inside spread, one depicting adventurers on a mountain plateau and the other showing bikers resting in a field.

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