Family Office News
Keep up with the latest family office news to learn how these wealth management firms are serving ultra-high-net-worth (UHNW) investors.
How Advisors Can Keep It Together During the Holidays
By Bryce SandersThere's a lot to do in December, in and out of the office. Here's a checklist.
October 23, 2019
Wealth Holders Doubt Next Generation Is Ready to Take OverA Campden Wealth study finds the intergenerational wealth transfer from baby boomers is well under way.
October 14, 2019
Senator Fired Up Over 'Hasty' Shakeup at DOL UnitSen. Patty Murray chides Labor for going forward with a reoganization of the unit in charge of a new fiduciary rulemaking despite being told to hold off.
October 03, 2019
When Clients Want to Build a FamilyWould-be parents may face many costs and challenges.
October 02, 2019
How a UBS Exec Gets Families to Open Up About Wealth TransferJudy Spalthoff of UBS tells ThinkAdvisor some tools and techniques to guide these conversations — including a card game.
September 24, 2019
Why the World's Wealthiest Families Are Stockpiling CashAbout 42% of family offices say they're raising cash reserves, a UBS survey reveals.
September 24, 2019
Multi-Gen Planning: Walking the TalkIntercontinental Wealth models the benefits of multi-generational advice to clients through its father-son pairings.
September 19, 2019
Greenbacker Capital Buys Wind Power Facilities From BlackRockThe goal, the firm says, is to provide RIA and family office investors real-asset renewable energy project investments to generate strong, stable cash flows for clients.