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.
Banking Panel Schedules Turmoil Hearings
By Staff WriterThe Senate Banking Committee will be meeting Thursday and Sept. 23 to discuss the economic crisis.The committee will hold a hearing on "Recent Bank Failures ...
September 01, 2008
Fiscally FitIt was the thrill of a lifetime when, crossing the finish line in Frankfurt, Germany, he heard the announcer proclaim: "Larry Palmer, you're an Ironman!" The...
August 31, 2008
Do you prefer meeting your advisor at his office or in your own home?For me, it works out great that our advisor comes to the house. He's actually a family friend and we get together and go over the finances twice a year. Last time, we cooked out and had barbeque. It might be better at the office if we
August 27, 2008
Client educationAn educated client makes a good investor. Steven Drozdeck and Lyn Fisher discuss the importance of educating clients in their book "The Trust Equation." Many...
August 18, 2008
The Lease of My WorriesI was in the process of moving my office and thought I had found the new place, until I hit a snag. I learned there's...
August 01, 2008
Murdoch's Global Dow IndexOn August 4, Dow Jones Indexes, a leading global index provider, launched the Global Dow, an index with components are selected by the editors of...
July 24, 2008
Bridge the generation gap when succession planningWe all know the dangers inherent in family politics, especially when money's involved. Administaff's Karen Codere, writing in The Business Ledger, offers the following tips...
July 24, 2008
Give and you shall receiveThe following is based on two of Norm Trainor's clients, Don Leitzell and Ron Roberts. In my experience, top advisors are givers. They are generous by nature. Let me give you a few examples. Don Leitzell is a very successful advisor whom I