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.
Top 10 Favorite Athlete-Philanthropists
By Dan BermanSome might say sports stars make too much money, but many of them do what they can to help others in need.
November 17, 2011
Heritage Planning, Pt. 1: The 3rd Element of Successful Multi-Generational PlanningIn the first of a series of postings, Cam Thornton explains the concept of heritage planning, and goes beyond the buzz to explain the value of preparing families to inherit more than just money.
November 15, 2011
HNW Risk Management at Home: Protecting Clients From Help and ContractorsMerely relying on referrals and job agencies wont protect high-net-worth clients, but taking these steps will.
November 12, 2011
What Would Your Kid Think of Your Sales Presentation?Would your child be proud of your sales presentation or bored by it?
November 07, 2011
Family Office Exchange Addresses Information Gap on Role of TrusteesMany wealthy families use trusts for their estate planning, but as the regulation and complexity of investments increase, an information gap has developed between those involved with trusts and facts on the ground. Family Office Exchange has organized workshops to address the problem.
November 04, 2011
LTCI Watch: Death Also Comes for CaregiversThe spouse who needs the care today might not be the only one who needs care next month.
November 04, 2011
LTCI Watch: Death Also Comes for CaregiversThe spouse who needs the care today might not be the only one who needs care next month.
November 03, 2011
Week in Pictures | November 4, 2011As the Group of 20 industrialized nations met in Cannes, Ben Bernanke tempered optimism in the U.S. economy with sober projections for U.S. growth. Meanwhile, lawmakers urged a debt supercommittee to reach a compromise. This and more in the week that was.