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.
Raymond James Moves Staff, Ops Out of South Florida Ahead of Irma
By Janet LevauxCEO Paul Reilly says a chartered flight is departing for Memphis; some staff will go to facilities in other parts of the U.S.
September 01, 2017
For Hurricane-Battered Advisors, Planning Is KeyByron Ellis of United Capital knows a thing or two about dealing with tropical storms: He's been through four or five of them.
August 17, 2017
Alex. Brown Appoints New Exec For Los Angeles OfficeThe L.A. regional executive position is a new one for Alex. Brown.
July 07, 2017
5 Paid Family Leave Possibilities, for AgentsOpportunities to explain this new benefit to employers and consumers may grow.
June 27, 2017
How Advisors Can Help Prevent Wealthy Families From Losing It AllIn his book, More Than Money, Michael Cole, president of Ascent Private Capital Management, tells how advisors can retain clients over generations.
June 14, 2017
Diverse Family Structures Complicate Wealth TransferSingle-parent families are best prepared to pass on wealth to the next generation, RBC found in a survey.
May 30, 2017
Former Advisor Charged with Taking $4.5M From Ex-NFL PlayerAn FBI investigation led to the charges facing the former financial advisor to defensive tackle Cory Redding.
April 20, 2017
Inside the Big-Money Marriage of Simon & Sons, Massey QuickThe principals of RIA Massey Quick and family office William E. Simon & Sons talked to ThinkAdvisor about their recent multibillion-dollar merger.