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.
Faith and the uninsured
By Ari SytnerSome raise objections related to cost. For others, the deal breaker is divine providence...
August 14, 2015
Beware of stepkids feuding over the family fortuneA new survey by UBS Wealth Management shows just how challenging estate planning can be for wealthy blended families.
August 14, 2015
Beware of stepkids feuding over the family fortuneA new survey by UBS Wealth Management shows just how challenging estate planning can be for wealthy blended families.
August 10, 2015
5 ways you can build client relationships with blended familiesAfter a loss, a family is usually left with a lot of emotions. Here's how to handle that while maintaining their assets.
August 10, 2015
All in the family: Essential facts about 3 modern householdsModern families -- same-sex couples, blended and multigenerational families -- make up a third of all households.
July 30, 2015
Why multigenerational planning is too important to ignoreServing multiple generations of a family is a solid client retention strategy, and a natural prospecting tool to boot.
July 29, 2015
For the Wealthy, It’s Hard to Find Good HelpFamily offices are hiring household help for high-net-worth clients but should they get involved?
July 22, 2015
8 top concerns of SEC investor advocateAn ill-advised SEC [fiduciary] rule could be worse than no rule at all, says the Office of the Investor Advocate in its report on objectives.