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.
What to do when your prospect stands you up
By Kelley RobertsonYouve scheduled your next call to your prospect. Now hes suddenly unavailable at the appointed time. Heres how to handle it.
July 23, 2014
UBS: Affluent are avoiding inheritance discussions with kidsThe survey finds that respondents are reluctant to discuss the topic before a death in the family occurs.
July 18, 2014
5 more tips for making the most of Google (tips 21-25)Did you know that Google houses a treasure-trove of information on publicly held companies?
July 11, 2014
Wealthy Families Search for New Meaning of WealthHNW families are moving beyond mere wealth preservation alone to give new meaning to wealth ownership for each generation.
July 11, 2014
5 more tips for making the most of Google (tips 16-20)Here's the low-down on how to set up Google Alerts, sort search results, and combine Google search with Boolean.
June 30, 2014
How baby boomers stay resilientIn the face of uncertainty, most boomers are keeping it together. Here's how.
June 29, 2014
Don’t be stupid with prospectsYou will only annoy prospects if you waste their time asking questions for which you should already have the answers. So do your homework.
June 25, 2014
Same-sex couple families with kids have lower debt levelsSame-sex couple families with kids and traditional families report having lower levels of debt than other modern families.