Caliya Connor2024-10-07T23:02:02+00:00
Case Study 1: The Francesco Family
The Francesco Family’s wealth is deeply rooted in real estate. However, as Mr. Francesco, now in his 70s, has gradually sold off most of his properties, the family is now facing new financial challenges. Their portfolio, valued at approximately $60 million, remains diversified but is still managed through largely manual, paper-based processes. Mr. Francesco...
