Family Office News

January 29, 2007

With baby boomers fast approaching their 60s, the media's attention has shifted from parenting and surviving the empty-nest syndrome to how to have a successful ...

January 08, 2007

MullinTBG is setting up a branch near Boston, in Dedham, Mass.MullinTBG, Los Angeles, an executive benefits firm, says the leaders in the new office will ...

January 01, 2007

The listening game "Our grandson is playing little league and hit a home run just the other day." "Did you know the price of a stamp has gone up to 39 cents? I remember when we only had to pay 3 cents." In the senior market, you may hear about...

January 01, 2007

The family wealth mission statement is a great opportunity for affluent clients to begin a dialogue on family priorities, determine their family's core values, and...

December 31, 2006

The listening game "Our grandson is playing little league and hit a home run just the other day." "Did you know the price of a stamp has gone up to 39 cents? I remember when we only had to pay 3 cents." In the senior market, you may hear about...

November 30, 2006

And of course, one of the best ways to build your client base is through referrals. But if you're like many financial advisors, you're not quite sure how to persuade current clients to regularly offer them up. The good news is that if you provide

November 19, 2006

A New York development agency has approved a request by Metropolitan Life to move many of its home office functions back to Manhattan, just 5 ...