by
Karen DeMasters
Carolyn Friend and James Weiner help families rediscover and define their values as part of their wealth transition planning.
by Alan Swersky
Family offices shouldn't shy away from emerging hedge fund managers, many of whom outperform their more experienced brethren.
As the impact of the financial crisis fades, a majority of ultra-high-net-worth investors are reporting increased satisfaction with their
financial advisors, according to a new survey.
by
Ray Fazzi
Fidelity Investment's program for helping advisors serve
ultra-high-net-worth clients has grown to $2 billion in assets after its
first six months, the company said.
U.S. Bancorp is establishing a program to help
ultra-high-net-worth clients build legacies and control the impact of
money on their families.
Bank of New York Mellon Corp., the world's largest custody bank, agreed
to buy Talon Asset Management's wealth management operations, adding
more than $800 million in assets.
by Bruce H. Rogers and Russ Alan Prince
To get the most out of a brand, it should appeal to both the financial elite and professional "influencers."
by
Karen DeMasters
Wealth manager Signature's service arc stretches from affluent individuals to families with more than $25 million.
by Eric L. Reiner
Silvercrest Asset Management Group was built on many of the principles honed at bygone investment bank Donaldson, Lufkin & Jenrette.
by Michael Dolan, Lauren Hoard and Russ Alan Prince
Sports agents are responding to the increased demands of professional athletes by setting up their own multifamily offices.
by Joseph Geier and Melissa Jordan
It's time for advisors to trash the fancy reports and help clients achieve a clear understanding of their investments.
As more families decide to shrink the lifespan of their foundations, many are expanding the role of their financial advisors.
by Hannah Shaw Grove
Thomas Davidow counsels families about one of the biggest threats to their businesses: themselves.
by James A. Grubman and Dennis T. Jaffe
Here's how to assess a family's "complexity factor" early in the recruitment process.
by Eric L. Reiner
Federal Street Advisors Makes A Habit Of Helping Its Wealthy Clients Reach Their Investing and Philanthropic Goals.
by Molly Sargent
Client meetings are a waste of time and money if they're not conducted properly.
by Pascal N. Levensohn
Family office advisors should take the lead in helping young family members take the reins of leadership.
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.
by Brett Van Bortel and Russ Alan Prince
Attorneys, accountants and other "Influencers" can be a powerful source of advisor business growth.
by
Karen DeMasters
Bob Jordan helps wealthy families immortalize their histories-and values-through biographical movie productions.
