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.
Want to Retain Client Assets? Get to Know Your Clients’ Kids
By Kirk J. HulettThe time to address generational wealth retention for your practice is well before those assets change hands. Start with a family meeting.
March 01, 2013
Broken trusts: The man who married his wife six timesFamily governance is key to avoiding the unintended consequences of incentive trusts, says Wilmington Trusts Tom Rogerson.
March 01, 2013
Broken trusts: The man who married his wife six timesFamily governance is key to avoiding the unintended consequences of incentive trusts, says Wilmington Trusts Tom Rogerson.
February 28, 2013
How has your advisor chosen to communicate with you?He uses everything: email, phone calls, stuff that comes in the mail. He’s very proactive when it comes to communicating. He’ll even text me…
February 28, 2013
Michael Milken Probed by SEC for Guggenheim Ties: ReportIn breaking news seemingly from 1987, the SEC is allegedly investigating whether the former junk-bond king violated his lifetime ban from the securities industry by acting as an advisor to Guggenheim Partners.
February 26, 2013
Counties cope as indigent burials increaseWith many people unable to afford funeral bills in the economic downturn, cities and states are forced to cover the cost.
February 26, 2013
Counties cope as indigent burials increaseWith many people unable to afford funeral bills in the economic downturn, cities and states are forced to cover the cost.
February 25, 2013
Your Client’s BrainYoure an advisor, so you like numbers. Here are some: 753, 3,000 and 900. Those are the numbers of registrants for three recent advisor-centric gatherings staged by FSI, TD Ameritrade Institutional and IMCA.