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Practice Development

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Why Wait?

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The financial and emotional rewards of philanthropic giving.

The Equity Solution

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Pathstone Federal Street believes clients benefit when its ownership is distributed to talented professionals.

Brace For Chaos If U.S Expands Airline Laptop Ban

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The U.S. is considering banning laptops on U.S.-bound flights from Europe.

The Modern Family Office Must Be A Multifamily Affair

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The traditional single-family office model is insufficient to handle the needs of today's wealthy families, advisors say.

A Family Office 'Tool Kit' For Preserving Wealth

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The Family Office Compass is a set of tools from UBS to help families grow and preserve wealth over generations.

Trick Your Employees Into Happily Spending Less On Business Travel

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The key is to do the opposite of credit cards: Reward employees for spending less on business travel.

$2B Firm Joins Focus Financial Partners

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Bordeaux Wealth Advisors focuses on ultra-high-net-worth clients in the Western United States

Merger Creates Massey Quick Simon & Co., A $2.65 Billion MFO

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Massey Quick & Co. and William E. Simon & Sons family office have merged to create a multifamily office.

Family Businesses: A Sweet Spot For Northern Trust

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Northern Trust considers consulting to privately held, family businesses a huge growth opportunity.

Hedge Fund Strife Gives Rich Families New Swagger With Managers

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Hedge funds are starting to tailor their products for wealth managers, with terms such as hurdle rates.

New Training Available For Advisors To The Wealthy

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OppenheimerFunds and Legacy Capitals are offering to help advisors differentiate themselves for high-net-worth clients.

JPMorgan Marshals An Army Of Developers To Automate Finance

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A new era of automation is now in overdrive as cheap computing power converges with fears of losing customers to startups.

Global Trends Drive Family Office Creation

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Half the estimated 10,000 family offices in the world opened in the past 15 years, according to a new report.

Cyber-Guards Newest Members Of VIP Entourages

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Personal cyber-guards are the new high-value bodyguards for the rich and famous.

What Wealth Advisors Must Do To Woo Digital Generation (Yes, Millennials)

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Millennials' lives revolve around consumer technology that define practically everything they do.

Morgan Stanley Adds Addepar To Platform

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Morgan Stanley wealth management teams will use the software platform for analysis and client communication.

Trump Has A Family Foundation. Why Don't You?

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More than 40,000 of these tax-exempt organizations were actively making grants in the U.S. as of 2014.

Perella Combines With Tudor, Form $12 Billion Asset Manager

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The combined firm will have more than 650 employees in locations including New York, London, San Francisco and Dubai.

Family Offices Scoop Up Talent Escaping Embattled Hedge Funds

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Retrenchment in the hedge fund industry is fueling layoffs and closures.

Family Office Network Opens In Florida

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The Naples Family Office Association opened for high-net-worth families.

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