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Attorneys, accountants and other "Influencers" can be a powerful source of advisor business growth.
Clients are getting more strategic about their giving-a trend that creates opportunities for advisors.
Bob Jordan helps wealthy families immortalize their histories-and values-through biographical movie productions.
Family offices need a dependable account aggregation system that can collect a client's financial information from multiple sources.
Family offices strive to offer a wide variety of services, but their core activity remains investment management.
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IRON Financial tries to set up its risk-adjusted portfolios to benefit from the good times, and withstand the bad.
Funds of hedge funds appear to be a way to manage risk, but they got slammed harder than individual funds during the financial meltdown.
As ETFs have grown more sophisticated, they have become a more useful tool to high-net-worth investors.
Trust-owned life insurance needs to be monitored just like an investment portfolio.
With higher taxes on the horizon, advisors need to weigh the potential impact on their clients' investment portfolios.
Structuring a single-family office is really about understanding what the wealthy want and helping them refine their thinking on the matter.
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