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.
Mets’ Owners Ordered to Trial Over Madoff Gains
By John SullivanBad 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...
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.
February 07, 2012
'Financial Field Manual' Targets Military FamiliesJust in time for Military Saves Week, Feb. 19-26, a second edition of the Financial Field Manual: The Personal Finance Guide for Military Families will see a release of some 800,000 copies, a joint effort by the Investor Protection Trust, the Investor Protection Institute, the Council of Better Business Bureaus...
February 02, 2012
Heritage Planning Pt. 5: Process for Creating the Heritage StatementTo create true multi-generational planning, you have to have the right advisor team and engage your client to define a shared vision. Here's where to start.
February 01, 2012
Process Implementation: Moving Toward a More Efficient OfficeSometimes the snag in a smoothly functioning practice is the advisor
February 01, 2012
Prudential Capital Group Focused on GrowthPrudential Capital Group, a supplier of private capital for both public and private middle- market companies expects to invest the $10 billion originated in 2011 throughout 2012.
January 31, 2012
7 TIPS for a great blogA blog isnt just another website. It enables your readers to respond to what youve written.