Follow-Through

Stories from previous issues of Forbes are revisited in short. Since they graced the cover a year and a half ago, the Zaslows of Philadelphia have taken their family-centered investment strategy to the next level. The Zaslows were saving on fees and gaining access to high-end investments by pooling...

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Veröffentlicht in:Forbes 2003-06, Vol.171 (12), p.046
1. Verfasser: Matthew Swibel, Cecily J. Fluke, Peter Newcomb, Stephane Fitch, Michael Maiello, and Bernard Condon
Format: Magazinearticle
Sprache:eng
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Zusammenfassung:Stories from previous issues of Forbes are revisited in short. Since they graced the cover a year and a half ago, the Zaslows of Philadelphia have taken their family-centered investment strategy to the next level. The Zaslows were saving on fees and gaining access to high-end investments by pooling the wealth of three generations, rather than investing individually. The clan recently opened a family office in a renovated wing of the furniture and uniform supply company owned and managed by brothers Arnold, Jerome and Spencer. The plan is to hire four staffers to provide financial, estate and tax planning, and investment oversight for the entire 34-member family.
ISSN:0015-6914
2609-1445