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.
Russian Hackers of Dow Jones Said to Have Sought Trading Tips
By Michael F. Reilly, Jordan Robertson, Keri GeigerFBI, Secret Service and SEC said to be probing incursion; hacking investigation may have begun at least a year ago.
October 14, 2015
Protecting Clients’ High-Value Homes From Winter ColdPlanning ahead and getting proper help, now, for your HNW clients will maximize the probability of a safe, worry-free winter. After all, winter is coming.
October 12, 2015
Referrals: It's all about who your client knowsHere are a few tips on how to do your homework and investigate who your client is connected to.
October 01, 2015
Family wealth advisors struggle to price their servicesStudy finds increased longevity, more complex taxes complicate needs of wealthy families.
October 01, 2015
Family wealth advisors struggle to price their servicesStudy finds increased longevity, more complex taxes complicate needs of wealthy families.
September 30, 2015
Family Wealth Advisors Struggle to Price Their ServicesThe lives of wealthy families have become increasingly complex, making it harder for family wealth providers to set client fees, according to a new study.
September 23, 2015
The key to workplace happiness? Free food.A study suggests offering employees free food is an easy way to keep them happy and productive.
September 09, 2015
Faith and the uninsuredSome raise objections related to cost. For others, the deal breaker is divine providence...