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.
Do you prefer meeting your advisor at his office or in your own home?
By Staff WriterFor me, it works out great that our advisor comes to the house. He's actually a family friend and we get together and go over the finances twice a year. Last time, we cooked out and had barbeque. It might be better at the office if we
August 27, 2008
Client educationAn educated client makes a good investor. Steven Drozdeck and Lyn Fisher discuss the importance of educating clients in their book "The Trust Equation." Many...
August 18, 2008
The Lease of My WorriesI was in the process of moving my office and thought I had found the new place, until I hit a snag. I learned there's...
August 01, 2008
Murdoch's Global Dow IndexOn August 4, Dow Jones Indexes, a leading global index provider, launched the Global Dow, an index with components are selected by the editors of...
July 24, 2008
Bridge the generation gap when succession planningWe all know the dangers inherent in family politics, especially when money's involved. Administaff's Karen Codere, writing in The Business Ledger, offers the following tips...
July 24, 2008
Give and you shall receiveThe following is based on two of Norm Trainor's clients, Don Leitzell and Ron Roberts. In my experience, top advisors are givers. They are generous by nature. Let me give you a few examples. Don Leitzell is a very successful advisor whom I
June 24, 2008
Who Is A Game Show Contestant?Sven Sinclair, an actuary, appeared on Jeopardy! Monday and beat his 2 opponents.Sinclair, who works for the Congressional Budget Office, will go on to appear ...
June 18, 2008
Work vs. Family?Rosa Shilanski has never had trouble balancing work and family. When her husband, Floyd, started Shilanski and Associates in 1981, she went to work with...