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.
Wealth Holders Don't Discuss Money With Their Heirs
By Michael S. FischerA Merrill study finds family money harder to talk about than saving, investing and spending.
July 19, 2019
Acosta's Dinner Guests Once Included Gene Scalia, Now On Deck to Lead LaborScalia is preparing to take over the leadership of the agency, where he had served as the top lawyer in the George W. Bush administration.
July 09, 2019
Lessons from Aretha Franklin's LegacyMake sure your clients' families get what they need when they need it.
July 02, 2019
Dealmakers for Wealthy Face 'Kodak Moment': UBSFamily offices, hedge funds are doing more deals on their own; regulatory hurdles are making it harder for banks to win deals.
June 25, 2019
12 Surprising Traits of the WealthyThe rich aren't so different from you and me, but they may act to disguise that.
May 24, 2019
'Softer' Side of Planning More Important to Clients Than DocumentsLegacy planning can help advisors make connections to the next generation of wealth so that advisors maintain assets when clients pass.
April 26, 2019
Help Clients Organize What They're Trying to Pass OnSo, you've helped them with life insurance. What about... helping beneficiaries understand what was passed on?
April 11, 2019
Who Will Be the HNW Advisors of the Future?The Family Office Exchange surveyed its members on how they hire and develop new advisors.