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.
Only 25 percent of families use a financial professional
By Warren S. HerschJust 30 percent of modern families feel financially secure compared to 41 percent of traditional families.
July 23, 2014
UBS: Affluent are avoiding inheritance discussions with kidsThe survey finds that respondents are reluctant to discuss the topic before a death in the family occurs.
July 23, 2014
UBS: Affluent are avoiding inheritance discussions with kidsThe survey finds that respondents are reluctant to discuss the topic before a death in the family occurs.
July 18, 2014
5 more tips for making the most of Google (tips 21-25)Did you know that Google houses a treasure-trove of information on publicly held companies?
July 11, 2014
Wealthy Families Search for New Meaning of WealthHNW families are moving beyond mere wealth preservation alone to give new meaning to wealth ownership for each generation.
July 11, 2014
5 more tips for making the most of Google (tips 16-20)Here's the low-down on how to set up Google Alerts, sort search results, and combine Google search with Boolean.
June 30, 2014
How baby boomers stay resilientIn the face of uncertainty, most boomers are keeping it together. Here's how.
June 29, 2014
Don’t be stupid with prospectsYou will only annoy prospects if you waste their time asking questions for which you should already have the answers. So do your homework.