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.
Heritage Planning, Pt. 1: The 3rd Element of Successful Multi-Generational Planning
By Cameron ThorntonIn 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 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.
November 01, 2011
Business Resumption Planning: It’s The Little ThingsIn September, my office was hit with a power outage.
October 28, 2011
American Academy of Actuaries Announces President Elect and MoreThe American Academy of Actuaries board of directors elected Cecil Bykerk as president for 2012-2013 among other changes.
October 25, 2011
Building a Personalized Disaster Plan for Clients: Pt. 3—Create a Trusted Relationship GroupIn the third blog in our series, how to build a trusted group of professionals who can help after a disaster, and five simple, achievable steps to build a personalized disaster plan.