The Center of Influence for Financial Advisors and RIAs - Click Here

Family Office News

1 2 3  

Mercer Advisors Purchases Women-Led RIA Firm

by

Portland Ore.-based McGee Wealth Management manages $815 million in assets.

Emigrant Partners Takes Minority Stake In Firm Serving Native Americans

by

Emigrant expands its partner network with an undisclosed investment in Ulrich Investment Consultants.

The Appeal Of Multi-Family Offices

by

These offices can provide tailored solutions to super-rich families.

Soros’s Money Managers In U.K. Poised For $38 Million Payday

by ,

Soros Fund Management offers pay significantly higher than that of most executives at family offices.

Managing Wealth Like A Rockefeller

by

Rockefeller Capital Management executive on how the firm carries on the family’s early vision of sustainability and ESG investing.

Former Pershing CEO Mark Tibergien Named To Pathstone Board

by FA Staff

Tibergien becomes Pathstone's second independent board member, after the appointment of AssetMark co-founder Ron Cordes.

Kingdom Trust Rolls Out An IRA That Can Hold Any Asset

by

The new account is made possible by Kingdom Trust's recent acquisition of Choice Holdings.

Tiedemann Advisors Navigates Through Pandemic's Choppy Waters

by

Technology has been a key to adapting to the disruption, CEO Michael Tiedemann said.

Wealth Manager Gives Clients Disease Expertise With Money Advice

by

The co-founder of Cresset Capital Management is preaching patience with his ultra-high-net-worth clients.

3 Questions With Glenn Elliott Of Practifi

by

Glenn Elliott is the CEO of Practifi, a client relationship management (CRM) platform for advisors.

1 2 3