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.
'Softer' Side of Planning More Important to Clients Than Documents
By Kara DuckworthLegacy planning can help advisors make connections to the next generation of wealth so that advisors maintain assets when clients pass.
March 13, 2019
Inside Merrill's New Framework for Wealthy FamiliesFamily governance experts Valerie Galinskaya and Matthew Wesley tell ThinkAdvisor how to help wealthy clients develop spending plans.
February 05, 2019
10 Big Financial Mistakes Wealthy Families MakeThere's no uniform method for handling great wealth, but talk to enough HNW advisors and patterns start to emerge.
February 05, 2019
The Impact of Cognitive Decline on Families' Finances: RBC SurveyRBC's Jen McGarry stressed that the industry has a significant role to play in protecting vulnerable populations.
January 11, 2019
How to Project Competence to Clients and ProspectsPersuasion expert Jack Nasher tells ThinkAdvisor why jargon can be good and how to give bad news.
January 10, 2019
What the Children of Millionaires Value MostKnowing the answer could help advisors maintain clients from one generation to the next.
December 03, 2018
Proposed KISS Rules to Cut Red Tape for Commodity Fund ManagersWith a mandate to Keep It Simple Stupid and curtail and clarify regulations, the CFTC has taken some aggressive steps toward that direction.
November 30, 2018
DOL's Acosta Under Fire Over Epstein Sex-Abuse Plea DealThe Labor secretary was part of a bargain that allowed Jeff Epstein to serve 13 months in prison in exchange for information regarding two Bear Stearns executives.