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.
Fireproof Your Practice
By Bill MillerEvery 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 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?"
September 16, 2010
Battle Rages Over Retained Asset AccountsThe practice of retained asset accounts (RAAs) has come under an attack as virulent as any the insurance industry may have faced in a very long time.
September 14, 2010
The Financial Gerontologist: A Little Known Veteran’s BenefitAs a former Lieutenant in the U.S. Army Reserves, there is a special place in my heart for our wartime veterans. After all, the reason I have the freedom to write this blog posting, where I will
September 09, 2010
Relief Riders Nominated for U.N. Positive Peace AwardWith Relief Riders International, which was nominated Monday, September 6, for a 2010 U.N. NGO Positive Peace Award, participation and giving can be extremely personal.