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The Family Office Advising the Financial EliteThe Family Office Advising the Financial Elite

Advising the Financial Elite is a new report based on first-hand research with nearly 1,000 single- and multi-family offices from Grove, Prince, Bloomfield and Flynn. The report, an excerpt of the forthcoming book The Family Office, contains valuable insights into the appeal of the family office construct and the biggest concerns and priorities of the ultra-affluent.

To purchase your copy ($150.00 + $5.00 S/H) today call Steve Kimball at 732.450.8866, ext. 12

 

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Online Extras

Social Media Talk Of TD Ameritrade Conference
Last week’s TD Ameritrade National Conference in Orlando, Fla., had its largest turnout ever and the advisors in attendance were not let down. One thing that stood out from the same conference a year ago was the vast amount of resources dedicated to social media.
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When Not To Fire A Money Manager: A Consultant's Perspective
Every quarter investors are tempted to replace underperforming managers with those who have recently outperformed. The problem is those decisions often aren't made based on research and forward-looking expectations.
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Market/Economic Commentary

Raise Taxes On Rich To Reward True Job Creators
In this opinion piece, a venture capitalist makes a case for raising taxes on the rich to benefit the true job creators: the middle class.
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On The Move

American Realty Capital Changes Name And Appoints President
Michael Weil is appointed president of AR Capital.
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Hefty Wealth Partners Names New Chief Investment Officer
David Abuaf appointed to investment committee of independent wealth management firm.
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