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.
December 31, 2008
Conceive, believe and achieveI am frequently asked what I think the single most important factor is in determining the success or failure of a salesperson. My response is often met with surprise, because most people expect me to say something about the necessity of hard work
December 31, 2008
Family affairsYou have worked hard to build a solid roster of ideal clients, and perhaps you continue to do a good job of attracting new people that fit your ideal client profile. But are you neglecting the family? Not your immediate family, but the families of
December 22, 2008
Advisors opt for wholesaler CE sessionsA majority (77 percent) of more than 30,000 financial advisors who participated in Quest CE's annual survey on advisor's perceptions of value-added insurance and professional...
December 19, 2008
Family Office Firm Makes A DealGenSpring Family Offices L.L.C. has agreed to acquire Cymric Family Office Services.
December 18, 2008
Ohlson Group Opens Chicagoland OfficeThe Ohlson Group, Inc., Indianapolis, has announced the opening of their Rosemont, Illinois office. Nicholas R. Ohlson, a marketing consultant with the firm, will manage the new office. "This additional location allows us to be close to our
December 08, 2008
Coventry Expands Into U.K.KCoventry First L.L.C., Fort Washington, Pa., has opened an office in London, the firm says.
December 02, 2008
The future of boomer homesHigh-tech home models are giving boomers a glimpse of what "assisted living" will be like 20 to 30 years from now. The Mercury News in...
December 01, 2008
Checklist for Involving Children in Family Philanthropy1. The family creates a philanthropic mission statement to help it consistently evaluate charitable requests. 2. Each family member participates in the philanthropic process and discussion. 3....
December 01, 2008
Experiencing the Power of PhilanthropyA family retreat can be a great opportunity to initiate clients into the power of philanthropy. Perry Cochell and Rod Zeeb, co-founders of the Heritage...