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.
Ultra-Wealthy Families Made Tactical, Not Strategic Changes Post-2008
By Michael S. FischerFamily offices that oversee assets for ultra-high-net-worth European and American families made tactical adjustments but few strategic changes in the aftermath of the 2008 global financial crisis, according to a new survey.
January 13, 2012
Heritage Planning Pt. 4: Creating a Family Story and LegacyFor your consideration: the process of creating a familys living chronicle for the client and the client's familya heritage statement
January 12, 2012
Fidelity Introduces WealthCentral App for iPadsFidelity Investments announced Thursday that it had developed an iPad app for independent advisors and family office professionals using Fidelity WealthCentral, its open technology platform.
January 06, 2012
Week in Pictures | January, 6 2012Mitt Romney and Rick Santorum both claim victory in Iowa with the latter being defeated by only eight votes, the arsonist who terrorized Los Angeles is apprehended and the Occupy Movement rings in the New Year in Zuccotti Park. This and more in this week's Week in Pictures.
January 06, 2012
Your WOW Factor: Create a Compelling Story to Help You and Your Agents Achieve Success!Its human nature see what others are doing before we act, but stealing a page from your competitors play book could be the worst thing you could do.
January 06, 2012
Your WOW Factor: Create a Compelling Story to Help You and Your Agents Achieve Success!Its human nature see what others are doing before we act, but stealing a page from your competitors play book could be the worst thing you could do.
December 26, 2011
Alone With Your ThoughtsWho in their right mind wouldnt want to be a financial advisor? The money, the exotic award vacations and the freedom of running your own business are just a few of the reasons many are drawn to the career. Its one of those jobs that outsiders look at and say,...
December 22, 2011
Prudential Foundation Provides $655,000 in GrantsThe Prudential Foundation will assist food banks across the country feed families in need.