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.
July 09, 2019
Lessons from Aretha Franklin's LegacyMake sure your clients' families get what they need when they need it.
July 02, 2019
Dealmakers for Wealthy Face 'Kodak Moment': UBSFamily offices, hedge funds are doing more deals on their own; regulatory hurdles are making it harder for banks to win deals.
June 25, 2019
12 Surprising Traits of the WealthyThe rich aren't so different from you and me, but they may act to disguise that.
May 24, 2019
'Softer' Side of Planning More Important to Clients Than DocumentsLegacy planning can help advisors make connections to the next generation of wealth so that advisors maintain assets when clients pass.
April 26, 2019
Help Clients Organize What They're Trying to Pass OnSo, you've helped them with life insurance. What about... helping beneficiaries understand what was passed on?
April 11, 2019
Who Will Be the HNW Advisors of the Future?The Family Office Exchange surveyed its members on how they hire and develop new advisors.
March 13, 2019
Inside Merrill's New Framework for Wealthy FamiliesFamily governance experts Valerie Galinskaya and Matthew Wesley tell ThinkAdvisor how to help wealthy clients develop spending plans.
February 05, 2019
10 Big Financial Mistakes Wealthy Families MakeThere's no uniform method for handling great wealth, but talk to enough HNW advisors and patterns start to emerge.
February 05, 2019
The Impact of Cognitive Decline on Families' Finances: RBC SurveyRBC's Jen McGarry stressed that the industry has a significant role to play in protecting vulnerable populations.
January 11, 2019
How to Project Competence to Clients and ProspectsPersuasion expert Jack Nasher tells ThinkAdvisor why jargon can be good and how to give bad news.