Atlanta Capital Rolls Up Small Family Office Firms
Atlanta Capital, which just bought neighboring PFM Capital, claims it is ahead of a national family office trend, serving clients with assets under $100 million.
Wealthy Families Vulnerable to Security Threats
Threats include fraud, identity theft and damage to family reputation.
Multifamily Offices Saw Asset, Revenue Growth, New Study Finds
Multifamily offices enjoyed a 9.6% increase in assets under advisement and 11.3% revenue growth in 2011, according to The Family Wealth Alliance.
Single-Family Offices Feel Effects of Dodd-Frank: Study
New regulatory rules required many family offices to register with the SEC as investment advisors.
Family Offices Expand Financial Protection to Include Physical Protection
After managing resources wisely, threat assessment, awareness and action may be the next big trend for your wealthy clients. Are you ready?
Single Family Offices' Top Challenge Is Investing
Family Wealth Alliance study outlines concerns and trends for single-family offices.