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.
Moving to the Cloud for My CRM
By Mike PattonMike Patton's latest landmarks on the Road to Independence? Moving his office back home, changing his CRM software, and shifting his practice's Web site and client portal.
October 25, 2010
Should I Keep My Office, or Work From Home?Mike Patton is leaning toward jettisoning an unrealistic client, though right now he's wondering if he should maintain his outside office or work from home.
October 25, 2010
Fidelity Investments Offers Family Office Services to RIA FirmsRIA's ultra-high-net-worth clients can get 'sophisticated resources' previously reserved for wealthy families.
October 19, 2010
Housing Starts in September Rose for Third Straight MonthThe housing numbers released by the government on Tuesday showed an increase in housing starts, which were up for the third straight month.
October 19, 2010
Pathstone Family Office Retains Back-Office Services of Foundation SourcePathstone Family Office has retained Foundation Source to provide administrative and support services to complement the expertise and counsel Pathstone provides to its client families.
October 13, 2010
Dodd-Frank: SEC Drafts Family Office DefinitionThe U.S. Securities and Exchange Commission has proposed a rule that could affect which family offices continue to be exempt from SEC investment advisor registration requirements.
October 13, 2010
SEC Proposes Rule That Would Define ‘Family Office’The SEC proposed a new rule on Tuesday that would define what kind of firm could call itself a "family office."
October 13, 2010
Fidelity Family Office Services Adds Alternative Reporting CapabilitiesShared alternative assets can be accounted for daily, on a pro-rated ownership basis for family office clients.