Britney Jean Spears is an American singer. Often referred to as the "Princess of Pop", she is credited with influencing the revival of teen pop during the late 1990s and early 2000s. Spears has sold over 150 million records worldwide, making her one of the world's best-selling music artists. She has earned numerous awards and accolades, including a Grammy Award, 15 Guinness world records, six MTV Video Music Awards, seven Billboard Music Awards, the inaugural Radio Disney Icon Award, and a star on the Hollywood Walk of Fame. Her heavily choreographed music videos earned her the Michael Jackson Video Vanguard Award.
Under U.S. law, a conservatorship results from the appointment of a guardian or a protector by a judge to manage the personal or financial affairs of another person who is incapable of fully managing their own affairs due to age or physical or mental limitations. A person under conservatorship is a "conservatee", a term that can refer to an adult. A person under guardianship is a "ward", a term that can also refer to a minor child. Conservatorship may also apply to corporations and organizations.
Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City. With offices in 41 countries and more than 75,000 employees, the firm's clients include corporations, governments, institutions, and individuals. Morgan Stanley ranked No. 61 in the 2023 Fortune 500 list of the largest United States corporations by total revenue and in the same year ranked #30 in Forbes Global 2000.
Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring and planning wealth to assist in growing, preserving, and protecting wealth, whilst passing it onto the family in a tax-efficient manner and in accordance with their wishes. Wealth management brings together tax planning, wealth protection, estate planning, succession planning, and family governance.
Private banking is a general description for banking, investment and other financial services provided by banks and financial institutions primarily serving high-net-worth individuals (HNWIs) – those with very high income and/or substantial assets. Private banking is presented by those who provide such services as an exclusive subset of wealth management services, provided to particularly affluent clients. The term "private" refers to customer service rendered on a more personal basis than in mass-market retail banking, usually provided via dedicated bank advisers. It has typically consisted of banking services, discretionary asset management, brokerage, limited tax advisory services and some basic concierge services, typically offered through a gateway provided by a single designated relationship manager.
The Phipps family of the United States is a prominent American family that descends from Henry Phipps Jr. (1839–1930), a businessman and philanthropist. His father was an English shoemaker who immigrated in the early part of the 19th century to Philadelphia, Pennsylvania, before settling in Pittsburgh. Phipps grew up with Andrew Carnegie as a friend and neighbor. As an adult, he was Carnegie's business partner in the Carnegie Steel Company and became a very wealthy man. He was the company's second-largest shareholder and also invested in real estate.
A family office is a privately held company that handles investment management and wealth management for a wealthy family, generally one with at least $50–100 million in investable assets, with the goal being to effectively grow and transfer wealth across generations. The company's financial capital is the family's own wealth.
A multi-family office (MFO) is an independent organization that supports multiple families to manage their entire wealth. Multi-family offices typically provide a variety of services including tax and estate planning, risk management, objective financial counsel, trusteeship, lifestyle management, coordination of professionals, investment advice, and philanthropic foundation management. Some multi-family offices are also known to offer personal services such as managing household staff and making travel arrangements. Because the customized services offered by a multi-family office can be costly, clients of a multi-family office typically have a net worth in excess of $50 million.
Sanlam is a South African financial services group headquartered in Bellville, Western Cape, South Africa. Sanlam is one of the largest insurance company in Africa. It is listed on the Johannesburg Stock Exchange, the Namibian Stock Exchange and the A2X. Established in 1918 as a life insurance company, Sanlam Group has developed into a diversified financial services business. Its five business clusters comprise Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate and Santam.
Lindsay Goldberg (LGLLC) is an American private equity firm focused on leveraged buyout and growth capital investments in middle-market companies in such sectors as consumer products, commodity-based manufacturing, energy services, business services, healthcare, financial services, energy transmission and waste disposal.
UBS Group AG is a multinational investment bank and financial services company founded and based in Switzerland. Headquartered simultaneously in Zürich and Basel, it maintains a presence in all major financial centres as the largest Swiss banking institution and the largest private bank in the world. UBS investment bankers and private bankers are known for their strict bank–client confidentiality and culture of banking secrecy. Because of the bank's large positions in the Americas, EMEA and Asia Pacific markets, the Financial Stability Board considers it a global systemically important bank.
Fiduciary Trust Company International is a United States-based wealth management firm that provides investment management and wealth management services. It has served high-net-worth families, foundations, and endowments since 1931. As of 2019, the firm had $71 billion in assets under administration and management, serving clients in 48 countries. The firm and its subsidiaries maintain offices in New York City, and several other locations.
First Sentier Investors, formerly known as Colonial First State Global Asset Management in Australia and First State Investments elsewhere, is a global asset management business that manages US$146.2 billion in assets managed on behalf of institutional investors, pension funds, wholesale distributors, investment platforms, financial advisers and clients worldwide. First Sentier Investors provides active, specialist investment capabilities managed by a group of independent investment teams. They take a long-term approach to investment with a focus on preserving capital and performance through market cycles.
Daniel Pinto is a Franco-British financier and author based in London, United Kingdom. He is the founder, Chairman, and CEO of Stanhope Capital Group, an asset management and advisory firm. Additionally, Pinto is the founder of the Independent Investment Management Initiative (IIMI), a think tank comprising independent asset management firms in the UK and Europe.
Gregory Franks is an American wealth management executive and private investor. He spent twenty-eight years at Merrill Lynch in senior leadership positions in the United States, Europe, and the Middle East.
Partners Capital Investment Group, LLC is an outsourced investment office (OCIO) that serves endowments, foundations, pensions, investment professionals, and high-net-worth families in Europe, North America and Asia. As of 30 June 2023, the 320-person firm had over US$50 billion in assets under management.
On February 1, 2008, American musician Britney Spears was involuntarily placed under a conservatorship by Judge Reva Goetz, with her father, James "Jamie" Spears, and attorney Andrew M. Wallet, as conservators. The conservatorship lasted until November 12, 2021.
Rockefeller Capital Management (RCM) is an independent wealth management and financial services firm, founded in 2018. The firm offers family office, asset management, and strategic advisory services to high-net-worth individuals and families, institutions, and corporations. Its president and CEO is Greg Fleming.
James Parnell Spears is a retired construction business owner. He is the father of Bryan Spears, Britney Spears, and Jamie Lynn Spears.
Bessemer Venture Partners (BVP) is an American venture capital and private equity firm headquartered in San Francisco. Outside the United States, it has offices in India, Israel, Hong Kong, and the United Kingdom. In 2022, Venture Capital Journal ranked the firm as the 8th largest venture capital firm based on total fundraising over the most recent five-year period.
