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Find the latest news, trends and analysis wealth managers and advisors need to provide their ultra-high-net-worth clients with outstanding service while growing their businesses.
Family Office Exchange Addresses Information Gap on Role of Trustees
By Michael S. FischerMany wealthy families use trusts for their estate planning, but as the regulation and complexity of investments increase, an information gap has developed between those involved with trusts and facts on the ground. Family Office Exchange has organized workshops to address the problem.
November 03, 2011
Week in Pictures | November 4, 2011As the Group of 20 industrialized nations met in Cannes, Ben Bernanke tempered optimism in the U.S. economy with sober projections for U.S. growth. Meanwhile, lawmakers urged a debt supercommittee to reach a compromise. This and more in the week that was.
November 01, 2011
Business Resumption Planning: It’s The Little ThingsIn September, my office was hit with a power outage.
October 28, 2011
American Academy of Actuaries Announces President Elect and MoreThe American Academy of Actuaries board of directors elected Cecil Bykerk as president for 2012-2013 among other changes.
October 25, 2011
Building a Personalized Disaster Plan for Clients: Pt. 3—Create a Trusted Relationship GroupIn the third blog in our series, how to build a trusted group of professionals who can help after a disaster, and five simple, achievable steps to build a personalized disaster plan.
October 17, 2011
Special Needs Clients Offer Special ChallengesPlanners with clients who have special needs family members may sometimes feel overwhelmed by the complexities of providing for their future. Or they may make errors in provisions designed to protect a special needs client that can cost the familyand the planner, toodown the road.
October 17, 2011
Advisors: Raise Your ProfileIf youre so unique, why isnt everyone talking about you? These three tricks will help you raise your profile.
October 11, 2011
Multi-Family Offices Moving to Pooled Investment Vehicles: CerulliFamily offices increasing use of pooled investment vehicles presents an opportunity for wealth managers, Cerulli reports. Family offices also pick vehicles with potential for superior after-tax performance.