Global Standards for Wealth Management
While some groups are focused on the re-regulation of financial services here in the U.S. one has gone a step further, creating a global entity, The Institute for Wealth Management Standards (IWMS).
new study Family Wealth Alliance FWA reported in 2008, "We don't see a huge surge of new single-family offices opening up," says William Rankin, chief...
TALK WITH ME
Recently I had the pleasure of hearing Charles A. Lowenhaupt deliver a case study on family wealth. Lowenhaupt is chairman and chief executive of Lowenhaupt...