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.
Inside Merrill's New Framework for Wealthy Families
By Jane Wollman RusoffFamily governance experts Valerie Galinskaya and Matthew Wesley tell ThinkAdvisor how to help wealthy clients develop spending plans.
January 11, 2019
How to Project Competence to Clients and ProspectsPersuasion expert Jack Nasher tells ThinkAdvisor why jargon can be good and how to give bad news.
January 10, 2019
What the Children of Millionaires Value MostKnowing the answer could help advisors maintain clients from one generation to the next.
December 03, 2018
Proposed KISS Rules to Cut Red Tape for Commodity Fund ManagersWith a mandate to Keep It Simple Stupid and curtail and clarify regulations, the CFTC has taken some aggressive steps toward that direction.
November 30, 2018
DOL's Acosta Under Fire Over Epstein Sex-Abuse Plea DealThe Labor secretary was part of a bargain that allowed Jeff Epstein to serve 13 months in prison in exchange for information regarding two Bear Stearns executives.
November 19, 2018
Signature Family Wealth Advisors Joins Brown AdvisoryRIA Signature is a multifamily office; Brown serves private clients and institutions.
November 08, 2018
How the Wealthy Can Use the '3 A's' to Protect PrivacyA Citi Private Bank report focuses on threats to ultra-HNW families' privacy, and explains how to diminish those risks.
November 06, 2018
Mercer Advisors Acquires Beacon Wealth ManagementThe addition boosts Mercer's total of offices to more than 30.