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.
Business Resumption Planning: It’s The Little Things
By Dan SkilesIn September, my office was hit with a power outage.
October 17, 2011
Special Needs Clients Offer Special ChallengesPlanners with clients who have special needs family members may sometimes feel overwhelmed by the complexities of providing for their future. Or they may make errors in provisions designed to protect a special needs client that can cost the familyand the planner, toodown the road.
October 17, 2011
Advisors: Raise Your ProfileIf youre so unique, why isnt everyone talking about you? These three tricks will help you raise your profile.
October 11, 2011
Multi-Family Offices Moving to Pooled Investment Vehicles: CerulliFamily offices increasing use of pooled investment vehicles presents an opportunity for wealth managers, Cerulli reports. Family offices also pick vehicles with potential for superior after-tax performance.
October 06, 2011
Burial Insurance Can Avert Shame (Chicago Sun-Times)Officials in Cook County, Ill. have brought back an old law requiring unclaimed bodies be donated to science. The policy, along with the poor economy and state budget cuts that eliminated financial assistance for burials, are making burial insurance vital for low-income families.
October 01, 2011
SEC Adopts Family Office RuleTom Giachetti interviews Stark & Stark colleague Matt Jacobs on the key provisions of the SEC's family office rule and what it means for wealth managers.
September 12, 2011
Single Family Offices Look Outside to Fill CIO Function: IPI SurveySingle family offices are increasingly hiring outside firms to assume the duties of a chief investment officer, according to a new survey released Monday by the Institute for Private Investors.
September 02, 2011
Cerulli Report Pegs Family Office Channel at Nearly $1 TrillionAsset managers are becoming increasingly aware that devoting attention to distributing their products within the family office channel is a lucrative opportunity full of growth potential.