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.
Outfit your home office without going out of business
By Staff WriterWhich big box retailer offers the most affordable, highest quality home office essentials?
October 23, 2012
18 Critical New Policies and Procedures for 2012–2013Has your firm updated its policies and procedures to reflect substantive regulatory changes resulting from Dodd-Frank?
October 23, 2012
Successful Wealth Transfer Demands Strong Relationship ManagementBeyond the obvious financial connection between advisors and their clients is the often-overlooked personal connection.
October 18, 2012
Single-Family Offices Feel Effects of Dodd-Frank: StudyNew regulatory rules required many family offices to register with the SEC as investment advisors.
October 09, 2012
Why “makers” vs. “takers” is the wrong conversationPeople living on low incomes are more entrepreneurial than you'd think, says the recent recipient of a MacArthur Foundation "genius" grant.
October 08, 2012
New Threshold Wealth Management Focuses on Mid-Range WealthyJust below the level of wealthy multigenerational families are private individuals and families who require personalized investment advice and financial planning, but without the panoply of other family office services.
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.