Gridline joins other digital platforms, such as CAIS and iCapital, in providing advisors with better access to alternatives and removing many of the challenges of investing in the private markets.
Set your family office clients up to succeed. Prioritize the succession plan.
Fidelity Charitable received $331 million in digital assets last year through its donor-advised funds, a nearly 12-fold increase from the $28 million it got in 2020.