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Citigroup Names Head of Family Office Group

September 01, 2010 - Citigroup has promoted Catherine Weir to head its new global family office group, rededicating itself to a business that was once part of its former Smith Barney brokerage.

Psychographics And The Ultra-Wealthy

August 31, 2010 - Advising the ultra-wealthy may have more to do with clients' attitudes than their assets.

Education Is Core To Family Wealth

August 13, 2010 - Financial education for younger family members is often a lower priority for wealth managers than issues such as asset management and estate planning.

Capital Gains Rise With Age, Not Just Wealth

July 27, 2010 - While everyone knows that the wealthy have more capital gains than others, what's less known is how closely tied those gains are to age.

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CURRENT ISSUE

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The Danger Of Wealth
By Caren Chesler

The tough economy and social networking have given criminals greater incentive and means to target the ultra wealthy.

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Hatching A Client Recruitment Plan
By Brett Van Bortel and Russ Alan Prince

Attorneys, accountants and other “Influencers” can be a powerful source of advisor business growth.

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Maximum Impact Philanthropy
By Jan Alexander

Clients are getting more strategic about their giving—a trend that creates opportunities for advisors.

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Now Playing: The Family Legacy
By Karen DeMasters

Bob Jordan helps wealthy families immortalize their histories—and values—through biographical movie productions.

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Getting The Whole Picture
By Hugh Bagatelle

Family offices need a dependable account aggregation system that can collect a client’s financial information from multiple sources.

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Online Extras

Managed Futures As A Portfolio Diversification Tool

Now that there’s another year on the calendar since the market meltdown of 2008, many advisors of high-net-worth individuals are seeking to add diversification arrows to their investment quivers, and some are adding managed futures.

The Sea Change In Generational Wealth

Over the past decade, two of the major historical constants on long-term planning—the temporal limitations of the trust form as dictated by the Rule Against Perpetuities, and the inability of a trust settlor to avail him- or herself of spendthrift protection—have been undone in a growing number of jurisdictions.

A Model Portfolio

A prominent advisory firm shares its model diversified portfolio, suitable for a client in retirement.

Liking Cash-Flush Companies

This Schwab fund manager is sticking to stocks in companies that are sitting on big cash reserves, do business in many places and have a track record of announcing pleasant surprises. That may be sound philosophy, but it's not sure-fire.

A Thin Line Between Moxie And Malfeasance

While the Galleon probe might seem fantastically remote, another insider trading case sends a very sobering message to those who routinely seek out market information to gain an extra edge.