Technology Traps Wealth Managers Must Avoid

Marc Rinaldi, Partner-in-Charge of Financial Services, was featured in the third edition of Technology Traps Wealth Managers Must Avoid. Marc’s article How to Interface Digital Assets with the Family Office, found on page 24, brings attention to their place for ultra-high-net-worth individuals and their family offices. He also highlights taxation, regulatory and investment considerations digital asset investors face and provides examples of how digital assets are changing finance – from investing and transacting to raising capital and commercial activities. Read the full article to learn more.

Contact Us:

Marc L. Rinaldi, CPA
Partner-in-Charge, Financial Services
646.449.6309 |