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 — and why — you should engage in multigenerational planning
By William LoweInvolving a clients family can help to keep that client for a longer period of time and may even bring new clients from other generations within that same family.
July 02, 2015
5 Big Deals at the Paris Air ShowIf you missed it, here are the five biggest headlines on deals made at the Paris Air Show.
July 02, 2015
Pentagon Honors Wells Fargo Advisor for ServiceStephen H. Lee has raised over $5 million to support USO programs for wounded soldiers.
June 29, 2015
Avoid Assumptions—Especially About Family Members’ RolesIn modern families, the decision makers may not be who you assume they are.
June 29, 2015
Be Sensitive—Especially With Minority Families’ Cultural DifferencesDemographers speculate that at some not-too-distant point, minorities will become a majority in the U.S. This means advisors are more likely to face cultural differences that will affect the plans they create for clients.
June 29, 2015
What Advisors Should Know About 80% of American FamiliesMarried parents with children now represent only 20% of families. Here's what advisors should know to serve blended families, single-parent families and other "nontraditional" clients.
June 22, 2015
5 non-marketing ideas to increase productionWith hundreds of marketing campaigns pulling at your coattails, how do you know which ones are worth the investment, and which are not?
June 16, 2015
Advisor fights cancer, punches through million-dollar level in same yearTodd Burys brush with mortality actually spurred his efforts to accelerate his business growth while putting his life in perspective.