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.
What kind of marketing tends to best attract your attention?
By staff WriterI don't really like any marketing that I can think of.
July 19, 2010
H.R. 4173: Goodbye Hedge Fund, Hello Family OfficeThe Dodd-Frank Wall Street Reform and Consumer Protection Act could end up increasing the popularity of family offices and equity-linked insurance products that don't use separate accounts.
July 14, 2010
How to Establish a Family OfficeEstablishing a family office requires thoughtful planning that can provide many benefits for your wealthy clients.
July 14, 2010
A death of capitalismThe former CEO of Barnes & Noble and his family has been much in the news of late.
July 13, 2010
Senior voters: Engaged, unhappy and Republican78% - Percentage of seniors who are certain they will vote in the election.
July 09, 2010
What Makes the Top Wealth Managers Tick?Regulatory uncertainty was cited as one of "three most critical risks to your firm" by many RIAs who completed the 2010 Top Wealth Managers annual survey.
July 02, 2010
Happy Independence DayWe hope that you, your loved ones and your business associates are having a great holiday.
June 30, 2010
How "fit" is your customer service?This is actually far more important than what you may think.