The data includes the portfolios of hundreds of family offices, representing a total of $1.4 trillion in assets.
The New York Stock Exchange on April 14, 2025.
A version of this article first appeared in CNBC's Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consum… [+4161 chars]
A version of this article first appeared in CNBC's Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consum… [+4161 chars]