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.
Parkinson’s sufferers ‘face regular discrimination’
By Staff WriterThe very misunderstood disease leaves a significant percentage of people feeling marginalized and uncomfortable.
March 27, 2013
Good News, Bad News: Findings of the Financial Planning Coalition SurveyThe findings of the Coalition survey of investors suggest some troubling undercurrents that the profession and the media should address.
March 25, 2013
The transparent advisorFor advisor Sean Lee, transparency the idea of being an open book with his clients is the only way to go.
March 17, 2013
Wrapped Up in a Blanket: Pros and Cons of Family Blanket PoliciesFamily blanket policies can provide great peace of mind, consistent coverage and flexibility for HNW families, but know their limitations, like spread of geographic risk.
March 15, 2013
When we die, and "doctors did everything they could," should our families watch?A study finds there is less mental strain on family members when they watch an unsuccessful resuscitation of a loved one.
March 12, 2013
Newly Wealthy Often Overpay to Be UnderinsuredThey often fail to adjust their insurance programs as they accumulate wealth, according to research released Tuesday by ACE Private Risk Services.