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.
8 top concerns of SEC investor advocate
By Emily ZulzAn ill-advised SEC [fiduciary] rule could be worse than no rule at all, says the Office of the Investor Advocate in its report on objectives.
July 14, 2015
How — and why — you should engage in multigenerational planningInvolving a clients family can help to keep that client for a longer period of time and may even bring new clients from other generations within that same family.
July 08, 2015
What advisors should know about 80% of American familiesHere's what advisors should know to serve blended families, single-parent families and other "nontraditional" clients.
July 08, 2015
What advisors should know about 80% of American familiesHere's what advisors should know to serve blended families, single-parent families and other "nontraditional" clients.
July 02, 2015
5 Big Deals at the Paris Air ShowIf you missed it, here are the five biggest headlines on deals made at the Paris Air Show.
July 02, 2015
Pentagon Honors Wells Fargo Advisor for ServiceStephen H. Lee has raised over $5 million to support USO programs for wounded soldiers.
June 29, 2015
Avoid Assumptions—Especially About Family Members’ RolesIn modern families, the decision makers may not be who you assume they are.
June 29, 2015
Be Sensitive—Especially With Minority Families’ Cultural DifferencesDemographers speculate that at some not-too-distant point, minorities will become a majority in the U.S. This means advisors are more likely to face cultural differences that will affect the plans they create for clients.