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.
The Affluentialist: Growing Up Rich and Responsible
By Lewis SchiffIn last month's column, we explored potential damages to families and individuals when children of wealthy families grow up unprepared for responsibilities they'll inherit. While...
May 25, 2010
Prudential U.K. Unit To Employ 400 Near NashvilleJackson National Life Insurance Company plans to set up a regional headquarters office in Franklin, Tenn.
May 19, 2010
Cambridge Survey: Wealthy Families Report What's on Their MindsHigh-net-worth individuals and families share many portfolio concerns with not-for-profit organizations, but differences between the two groups exist as well, according to a Cambridge Associates survey released Monday, May 17.
May 19, 2010
New Greenway Family Office in St. Louis Serves High Net Worth ClientsJoan Malloy, a veteran wealth management specialist, and two partners have formed the Greenway Family Office in St. Louis to serve high net worth families through a multi-family office structure.
May 18, 2010
New Greenway Family Office Serves HNW Clients in St. LouisThe multi-family office focuses on ways a family's financial capital can support its human and social capital.
May 05, 2010
Huntington Bank Opens Family Office in Columbus, OhioHuntington National Bank in Columbus, Ohio, has opened the Huntington Family Office, initially to serve high-net-worth individuals and families in the Columbus area before expanding into other Ohio markets in the near future.
May 01, 2010
The Affluentialist: Raising Responsible ChildrenThe toys of the children in affluent families are of a different scale. The two toddlers of one family will likely inherit their Dad's passion...
April 30, 2010
How to sell like a pro in six minutesYou can always schmooze or talk about the weather or sports after you get a true relationship about business established.