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.
Heritage Planning Pt. 8, Bringing Families Together Financially
By Cameron ThorntonThe Family Bank: how to build it; what it accomplishes for each family.
March 23, 2012
Heritage Planning Pt. 7: Fostering Healthy Family DynamicsIn the seventh column exploring the concepts of heritage planning, how an advisor can foster healthy and productive family dynamics.
March 13, 2012
Wealthy Worry They Might Be Targets, but Don’t Buy Adequate ProtectionOccupy Wall St.? Buffett Rule? The high-net-worth feel they might be sued, but fail to purchase the appropriate umbrella liability coverage.
March 05, 2012
Mets’ Owners Ordered to Trial Over Madoff GainsBad news for the New York Mets that goes way beyond their perennial bullpen issues: A judge ruled owners Fred Wilpon and Saul Katz will have to forfeit as much as $83 million in allegedly ill-gotten gains and will go to trial over another $303 million. Both findings are related...
March 01, 2012
The Financial Advisor Balancing ActAmerican culture exalts accomplishment and makes it a focal point for self-worth.
March 01, 2012
Sticks and StonesI recently received a letter from a reader that raised a very important topic: verbal abuse in the workplace.
February 29, 2012
Heritage Planning Pt. 6, Enhancing Multi-Generation CommunicationA key part of the family governance process: holding a family event called Heritage Day.
February 29, 2012
Mining For Growth in 2012Want to expand your business this year? Look to your current client base, your community and even prospects that may have drifted away.