Managing Clients’ Newfound Wealth featuring Lorraine Fox

The Wall Street Journal

Almost all of the roughly 50 clients Ms. Fox works with earned their millions suddenly, often after their company had an initial public offering. Most of her clients work for technology firms they started or joined soon after they were launched. In addition, about 40% of her clients are Stanford University alumni, whom she’s one of; she earned her undergraduate degree there. “We’ve got an incredibly cohesive group of alumni,” she says.

http://www.wsj.com/articles/managing-clients-newfound-wealth-1430230173

04/28/2015