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.
When Business is Personal
By Lewis SchiffWhen it comes to employing relatives, having rules in place--such as a family constitution-can help the family business run professionally. But how many family businesses...
October 01, 2010
Fireproof Your PracticeEvery advisor I know has at least one good story about firing a client. We all know the client in these stories... He has millions...
September 27, 2010
Ben Edwards is Back: Opens 11th Branch in St. LouisThe broker-dealer, led by the former president of A.G. Edwards, now has close to 40 financial advisors nationwide and about 45 staff members at its St. Louis headquarters.
September 27, 2010
Broker Benjamin Edwards Opens First Branch in St. LouisBrokerage firm Benjamin F. Edwards & Co. has opened its 11th U.S. branch and the first branch office in its hometown of St. Louis, the company announced Friday.
September 23, 2010
News Consumption Among Boomers Increased in 2010The time spent watching, reading, or listening to the news increases with age, according to a Sept. 12 report from the Pew Research Center. Boomers...
September 21, 2010
Harris myCFO Names John Benevides Head of Family Office ServicesHarris myCFO has appointed John Benevides president for family office services, the firm announced Monday.
September 21, 2010
Housing Starts Rose a Surprisingly High 10.5% in AugustThe U.S. housing market got a much-needed boost on Tuesday as the government's report on August housing starts rose at the unexpectedly strong rate of 10.5%, its highest level in four months.
September 16, 2010
Risk Management for the WealthyWhat can be done to help wealthy families protect themselves from risks to "assets from lawsuits, natural disasters, identity theft, and other insurable exposures?"