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.
Single-Family Offices Feel Effects of Dodd-Frank: Study
By Marlene Y. SatterNew regulatory rules required many family offices to register with the SEC as investment advisors.
October 02, 2012
An Advisor (and Client) Wish List for the Next PresidentIs it too much to ask for some simplicity, common sense and logic from our Commander-in-Chief?
September 28, 2012
Setting the table, part 1A prospect's first impression is often based on how they experience your brand before they ever set foot in your office.
September 24, 2012
Military families often face caregiving dutyMany of the people who are serving the country are, or will be, serving loved ones.
September 24, 2012
Military families often face caregiving dutyMany of the people who are serving the country are, or will be, serving loved ones.
September 24, 2012
It’s time to bring back the executive dining roomAre formal, executive-only dining rooms efficient or elitist?
September 18, 2012
5 Big Security Risks for HNW FamiliesShady characters are finding an increasing number of ways to get at HNW families money, thanks in many cases to rapidly changing technology. Here's how to protect those clients.
September 13, 2012
HHS Secretary Sebelius Violated Politicking BanA government ethics office says Health and Human Services Secretary Kathleen Sebelius violated a federal law that restricts political activity by government officials.