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.
October 14, 2019
Senator Fired Up Over 'Hasty' Shakeup at DOL UnitSen. Patty Murray chides Labor for going forward with a reoganization of the unit in charge of a new fiduciary rulemaking despite being told to hold off.
October 03, 2019
When Clients Want to Build a FamilyWould-be parents may face many costs and challenges.
October 02, 2019
How a UBS Exec Gets Families to Open Up About Wealth TransferJudy Spalthoff of UBS tells ThinkAdvisor some tools and techniques to guide these conversations — including a card game.
September 24, 2019
Why the World's Wealthiest Families Are Stockpiling CashAbout 42% of family offices say they're raising cash reserves, a UBS survey reveals.
September 24, 2019
Multi-Gen Planning: Walking the TalkIntercontinental Wealth models the benefits of multi-generational advice to clients through its father-son pairings.
September 19, 2019
Greenbacker Capital Buys Wind Power Facilities From BlackRockThe goal, the firm says, is to provide RIA and family office investors real-asset renewable energy project investments to generate strong, stable cash flows for clients.
August 06, 2019
Wealth Holders Don't Discuss Money With Their HeirsA Merrill study finds family money harder to talk about than saving, investing and spending.
August 02, 2019
Family Office Growth Surges in US and GloballyFamily offices have $5.9 trillion under management, Campden Research reports.
July 25, 2019
Star Broker Tells of Her Strange Breakup With Edward JonesIn an interview with ThinkAdvisor, Melanie Housden claims she received rough treatment from the brokerage after her exit but fought back.
July 19, 2019
Acosta's Dinner Guests Once Included Gene Scalia, Now On Deck to Lead LaborScalia is preparing to take over the leadership of the agency, where he had served as the top lawyer in the George W. Bush administration.