August 2009

  • Overcoming The Jargon

    A Van Kampen advisor program stresses the importance of word choice in effectively communicating with nervous clients... more

  • Gathering Voices

    Famil meeting facilitators are in high demand, but advisors can reap rewards by taking on the role themselves. G. Scott Budge   View all articles by G... more

  • Considering The MFO-Feat

    During tough times, the efficiency of the multifamily office model has increasing appeal. more

  • Back To Basics-Feat

    As investment performance lags, family offices are reverting to their core missions and farming out ancillary services. Hannah Shaw Grove Ms... more

  • Farming It Out-Feat

    Family offices need help and outsourcing may provide one answer. Gregory Bresiger   View all articles by Gregory Bresiger more

  • The Fraud Factor-Feat

    In family offices, tradition sometimes gets in the way of effective fraud prevention practices. David B. Kaufman   View all articles by David B... more

  • Fox Directory & Special Supplement

    Sara Hamilton   View all articles by Sara Hamilton more

Overcoming The Jargon

by Robert Margolis

A Van Kampen advisor program stresses the importance of word choice in effectively communicating with nervous clients...

Gathering Voices

by G. Scott Budge

Famil meeting facilitators are in high demand, but advisors can reap rewards by taking on the role themselves. G. Scott Budge   View all articles by G...

Considering The MFO-Feat

by Hannah Shaw Grove , Richard J. Flynn

During tough times, the efficiency of the multifamily office model has increasing appeal.

Back To Basics-Feat

by Hannah Shaw Grove , Russ Alan Prince

As investment performance lags, family offices are reverting to their core missions and farming out ancillary services. Hannah Shaw Grove Ms...

Farming It Out-Feat

by Gregory Bresiger

Family offices need help and outsourcing may provide one answer. Gregory Bresiger   View all articles by Gregory Bresiger

The Fraud Factor-Feat

by David B. Kaufman

In family offices, tradition sometimes gets in the way of effective fraud prevention practices. David B. Kaufman   View all articles by David B...

Fox Directory & Special Supplement

by Sara Hamilton

Sara Hamilton   View all articles by Sara Hamilton

The 'Octomom' Quagmire

by Sam Ali

Frozen embryos and other advances in reproductive technology have raised thorny legal issues for estate planners...

No-Nonsense Investing

by Caren Chesler

When deciding on whether to buy a company, the Auer Growth Fund has two fundamental questions: Is it growing and is it cheap? Caren Chesler Caren Chesler has written...

Misunderstood Liability

by Joseph Weiss

Many wealthy individuals are underinsured because they mistakenly believe it will make them less vulnerable in liability cases...

Charities Navigate 'Perfect Storm'

by William H. Hewitt

The economic crisis and proposed tax changes aare exerting mounting pressure on the nonprofit industry. William H. Hewitt   View all articles by William H...

Cost Of Secrecy-WlthMgt

by Barbara T. Kaplan

The IRS is offering limited amnesty to secret foreign account holders, but for only a short time. Barbara T. Kaplan   View all articles by Barbara T...

A Lottery Ticket For A Billionaire-AfterFact

by Russ Alan Prince

Russ Alan Prince Russ is an editor of Private Wealth magazine and the president of Prince & Associates, Inc...

Editor's Note

In Praise Of Appreciation

by Hannah Shaw Grove

In mid-June I was fortunate to hear Tal Ben-Shahar, the author of Happier, speak at a private event about the importance of positive psychology... always, and especially in these difficult...