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.
Join the Conversation During Heritage Planning Month
By Cameron ThorntonDuring MayHeritage Planning Monththere are opportunities for families, individuals, nonprofit organizations and all professional advisors to discover the third element of planning.
April 04, 2012
April FoolsWhy April Fool's Day serves as a reminder for financial advisors to lighten up occasionally.
March 27, 2012
RBS Talks Sale With Abu Dhabi RoyalsThe Abu Dhabi ruling family is in talks to purchase a stake in the government-owned Royal Bank of Scotland, according to sources close to both sides of the potential deal.
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.