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.
100 Families' Secrets to Staying Wealthy for 100 Years
By Jane Wollman RusoffDennis Jaffe tells ThinkAdvisor about his research on how 100 ultra-wealthy families stayed that way beyond three generations.
November 21, 2019
Advisors' Advice: How to Balance Work and FamilyHow do you separate work and play? Here are some advisors' answers.
October 23, 2019
How US Family Foundation Philanthropy Is EvolvingA study finds the new generation making its mark in funding priorities and grant-making practices.
October 23, 2019
Wealth Holders Doubt Next Generation Is Ready to Take OverA Campden Wealth study finds the intergenerational wealth transfer from baby boomers is well under way.
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.