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.
What’s the Best Way to Keep Clients With Your Firm? Talk to Them—Regularly
By Commonwealth Financial NetworkNearly 60% of HNW investors switch advisors in their lifetimes. What can you do to maximize your chances of keeping these assets with your firm?
August 01, 2016
Why So Many Wealthy Families Lose It All in 3 Generations, and How to Stop ItCoach and ex-psychologist Courtney Pullen tells ThinkAdvisor how he prevents wealthy families from going "shirtsleeves to shirtsleeves" in three generations.
July 17, 2016
Designed to produce: How to create the best workspaceThese six easy tweaks can turn an ordinary office into a workspace primed for productivity.
July 17, 2016
Designed to produce: How to create the best workspaceThese six easy tweaks can turn an ordinary office into a workspace primed for productivity.
June 24, 2016
Brexit Impact: ‘Uncertainty’ and a Positive for REITsAs investors flock to Treasuries as a safe haven, the continued low interest rates will be a positive for US REITs, RBC Capital Markets says.
June 23, 2016
Efficiency tips to help insurance agents boost their bottom lineThe challenge for agents begins with setting priorities and determining the best ways to meet goals.
June 20, 2016
The Vision Thing: Why You Need It and How to Get ItImmigration, abortion, fracking, surtaxing the 1% presidential elections seem to hinge on issues like these, but in reality, elections are about vision.
June 14, 2016
Morgan Stanley Opens Miami Office for Ex-Credit Suisse RepsThe new office serves Latin American clients and has some $7 billion in assets under management.