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.
Multi-Gen Planning: Walking the Talk
By James J. GreenIntercontinental Wealth models the benefits of multi-generational advice to clients through its father-son pairings.
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.
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.