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.
Seven steps to newsletter success
By Eliza CastanedaSeveral years ago James Finneran, president of Finneran Senior Resource Group in Gig Harbor, Wash., began sending an e-newsletter to his computer-savvy clients. Today, he uses it to communicate regularly with more than 300 subscribers. In addition
February 28, 2006
Planning for families with special needsMary Anne Ehlert launched her company, Protected Tomorrows, to fill a growing niche in the financial services industry - families with special needs. And she has first-hand experience - her sister suffered from cerebral palsy. Based on her own
February 23, 2006
Benefits Firm Expands Into New YorkCorporate Synergies Group Inc. is opening an office in New York.Corporate Synergies, Mount Laurel, N.J., a benefits firm, has hired Michael Lisa to be the ...
February 21, 2006
Transamerica Re Goes To BrazilA large reinsurer is expanding its operations in Latin America.Transamerica Reinsurance, Charlotte, N.C., says it is opening Transamerica Re Consultoria em Seguros e Servicos Ltda., ...
February 13, 2006
Search Firm Adds Tar Heel State OutpostThe Jacobson Group is opening an office in Charlotte, N.C.Although the office is in the home city of Wachovia Corp., Charlotte, and Bank of America ...
February 08, 2006
HMO Reinsurance Broker Opens 2 OfficesEvergreen Re Inc., a company that helps managed care companies protect themselves from catastrophic losses, is opening offices in Chicago and Fort Collins, Colo.Evergreen Re, ...
January 26, 2006
FPA Relocates D.C. StaffThe Financial Planning Association has moved its Washington office.The new office, which houses the FPA's government relations staff, its new public affairs department and its ...
January 26, 2006
FPA Relocates D.C. StaffThe Financial Planning Association has moved its Washington office.The new office, which houses the FPA's government relations staff, its new public affairs department and its ...