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.
Your WOW Factor: Create a Compelling Story to Help You and Your Agents Achieve Success!
By Bruce CarltonIts 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 22, 2011
Week in Pictures | December 23, 2011Two starkly different statesmen pass, lenders take out billions of low-interest loans from the European Central Bank, the Payroll tax saga drags on and Bradley Manning, quite possibly the most polarizing figure in the country, faces a military hearing. This and more in this week's Week in Pictures.
December 20, 2011
A Christmas RantDo you ever read or watch the interviews on Bloomberg.com? Bloomberg, like its competitor Reuters, is synonymous with investing.
December 16, 2011
Special Needs Planning Special Report, Pt. 1: Merrill Releases a CalculatorMerrill Lynch on Thursday premiered a special needs calculator for the parents and caregivers of special needs individuals. The calculator is designed to assist in calculating the amount of money necessary to sustain a special needs person throughout life.
December 13, 2011
Philanthropy Focus: US Bank and the UHNW, Pt 3—Family Retreats; InvestingAt Ascent, clients are asked about the purpose behind their money, to see what kind of impact they want from their philanthropy.
December 13, 2011
Senators Cite Deficiencies in FHFA's Oversight of Fannie and FreddieAs part of an ongoing series of hearings on how to reform housing finance, the Senate Banking Committee heard testimony on Tuesday from the Federal Housing Finance Agencys first inspector general, Steve Linick.
December 12, 2011
Philanthropy Focus: US Bank and the UHNW, Pt. 2—EntrepreneursMichael Cole, president of US Bank's Ascent Private Capital Management, says that UHNW clients can find community around philanthropy, and can use their entrepreneurial skills as well.
December 05, 2011
Heritage Planning, Pt. 2: The Future of Your Clients’ FamiliesA comprehensive solution to closing the gap in family heritage planning.