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.
Housing Starts in September Rose for Third Straight Month
By Marlene Y. SatterThe housing numbers released by the government on Tuesday showed an increase in housing starts, which were up for the third straight month.
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.
October 13, 2010
TCC Group's Mittenthal: Foundations, Nonprofits Benefit From Business-Strategy ModelsNew philanthropists are bringing business practices to foundations and nonprofits.
October 12, 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 11, 2010
Nationwide Agrees to Buy San Antonio-Area LandNationwide Mutual Insurance Company has entered into a contract to buy a site for new offices it wants to build in the San Antonio area.
October 04, 2010
Congress Departs, Housing and Jobs Arrive: AdvisorOne Briefing for the Week of Oct. 4, 2010The market-moving news for this week will come from reports on housing early and jobs later, while the Congress adjourns to take care of the business of getting re-elected. At week's end, the Financial Planning Association gathers in Denver for its annual meeting.
October 01, 2010
The Role of Multigenerational RetreatsAs I've educated people to lift the taboo on talking about money, and taught them safe and respectful ways to share thoughts and feelings about...