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Stratos Wealth Enterprises makes strategic investment in Summit Wealth

Stratos Wealth Enterprises makes strategic investment in Summit Wealth

Stratos Wealth Enterprises (Stratos), part of Stratos Wealth Holdings, a family of wealth management firms on a mission to support the development of growth-minded financial advisors across the country, has made a strategic investment in Summit Wealth Partners (Summit), an SEC-registered investment adviser firm that oversees USD600 million in client assets.

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Asset protection in the digital 'Wild West'

Asset protection in the digital 'Wild West'

By Hilesh Chavda (pictured), a private client partner with city law firm Spencer West – Digital assets are an integral part of our lives and will become even more so in the coming years. But it is a regulatory Wild West out there which makes it difficult for anyone, especially executors and trustees charged with safeguarding and managing assets to deal with digital assets.