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.
Single Family Offices to See Big Changes, IPI Finds
By Michael S. FischerThe great majority of ultra wealthy families have a single family office, and a significant number of these predict material changes in the next 12...
October 28, 2010
'Social proof' and the speed of trust (part 1)Recent research has shown that 55 percent of why your prospects decide to buy is based on your office space
October 27, 2010
'Social proof' and the speed of trust (part 1)Recent research has shown that 55 percent of why your prospects decide to buy is based on your office space
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.