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.
Drawing Out Donors' Dreams
By Ellen UzelacWhen she was 14, Tracy Gary was told she would be a millionaire. At 21, she inherited $1.2 million. By the time she turned 35,...
April 20, 2009
Buck Adds Green AidA benefits consulting firm can help employers persuade employees to be more conservation-minded at home and at work.
April 03, 2009
Vertafore Supports PHAVertafore Inc. has donated $100,000 to the Pulmonary Hypertension Association.
April 01, 2009
Get It WholesaleJust as your clients need trusted advisors, you need some of your own. Since it would be silly to be your own tax preparer or...
April 01, 2009
Seeking PurposeMost successful advisors recognize the importance of connecting intergenerationally with their clients' families. What happens when the advisor discovers the complexity of the family dynamics...
March 29, 2009
N.D. Department Reopens OfficeThe North Dakota Insurance Department has overcome the recent flooding and opened its south office, officials say.
March 25, 2009
Flooding Closes North Dakota OfficeFloods resulting from a blizzard have forced the North Dakota Insurance Department to close its south office today.