UHNW Client Services
Find the latest news, trends and analysis wealth managers and advisors need to provide their ultra-high-net-worth clients with outstanding service while growing their businesses.
Pathstone Family Office Retains Back-Office Services of Foundation Source
By Michael S. FischerPathstone Family Office has retained Foundation Source to provide administrative and support services to complement the expertise and counsel Pathstone provides to its client families.
October 13, 2010
Fidelity Family Office Services Adds Alternative Reporting CapabilitiesShared alternative assets can be accounted for daily, on a pro-rated ownership basis for family office clients.
October 13, 2010
TCC Group's Mittenthal: Foundations, Nonprofits Benefit From Business-Strategy ModelsNew philanthropists are bringing business practices to foundations and nonprofits.
October 12, 2010
Dodd-Frank: SEC Drafts Family Office DefinitionThe U.S. Securities and Exchange Commission has proposed a rule that could affect which family offices continue to be exempt from SEC investment advisor registration requirements.
October 11, 2010
Nationwide Agrees to Buy San Antonio-Area LandNationwide Mutual Insurance Company has entered into a contract to buy a site for new offices it wants to build in the San Antonio area.
October 04, 2010
Congress Departs, Housing and Jobs Arrive: AdvisorOne Briefing for the Week of Oct. 4, 2010The market-moving news for this week will come from reports on housing early and jobs later, while the Congress adjourns to take care of the business of getting re-elected. At week's end, the Financial Planning Association gathers in Denver for its annual meeting.
October 01, 2010
The Role of Multigenerational RetreatsAs I've educated people to lift the taboo on talking about money, and taught them safe and respectful ways to share thoughts and feelings about...
October 01, 2010
When Business is PersonalWhen it comes to employing relatives, having rules in place--such as a family constitution-can help the family business run professionally. But how many family businesses...