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.
Coventry Expands Into U.K.K
By Staff WriterCoventry First L.L.C., Fort Washington, Pa., has opened an office in London, the firm says.
December 01, 2008
Experiencing the Power of PhilanthropyA family retreat can be a great opportunity to initiate clients into the power of philanthropy. Perry Cochell and Rod Zeeb, co-founders of the Heritage...
December 01, 2008
On Philanthropy, Is Your Client a Dynast?In last month's column, "The Fine Art of Planning with Collectibles," the discussion of valuable collectibles naturally led to the complicated issue of gifting to...
December 01, 2008
Addition by SubtractionI have seen how money ruins families," says Louise Marie Cole, CFP, principal partner of Heritage Group of Companies in Toms River, New Jersey, and...
November 10, 2008
Not a Relaxed TimeThere are a lot of things converging all at once. My Web site is officially launched, my new office is under construction and will be...
November 06, 2008
Hub Acquires California AgencyA national benefits broker has scooped up a regional firm.Hub International Ltd., Chicago, says it has acquired M&L Insurance Services Corp., Thousand Oaks, Calif.Hub is ...
November 01, 2008
Sore LosersWhat ever happened to being a good sport? The days of humble winners and gracious losers seem to have vanished with tail fins and whitewall...
October 01, 2008
Green Checklist for Your OfficeAdvisors who want to go green might want to see how many items they can answer "Yes" to on the checklist below. Do you...