The Client: Family wealth/family office
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February 7, 2019Rockefeller Taps Goldman Sachs Talent Pool for Top Family Office JobThe exec stepped down from his role as president and CEO of Goldman’s Ayco business a year ago.No Comments
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February 6, 2019Follow These Signs to Avoid Picking the Wrong Trust ProviderAdvice firms should be wary of trust service providers doubling as asset managers, among other signs.No Comments
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February 6, 2019How the 0.1% Lose Their Money, According to Family OfficesSome family office professionals say one of the biggest mistakes the ultra rich make is not trusting their family office enough.No Comments
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February 4, 2019New Tax Shelter Rules Might Move Forward Too Late Due to Government ShutdownLawmakers and financial advisors alike are lobbying for greater definition and flexibility in new Opportunity Zone investment program.No Comments
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January 30, 2019Blackstone Lunges for Retail InvestorsThe firm plans to quadruple the $58 billion it manages in its private wealth group.No Comments
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January 28, 2019Will the Democrats’ Tax Proposals Really Affect UHNW Clients?Sen. Elizabeth Warren, D-Mass., has proposed levying a 2% annual tax on individuals with assets above $50 million, but it may be doomed, a Nobel laureate says.No Comments
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January 18, 2019First Midwest Bancorp Acquires $800M Wealth Management PracticeThe bank now has $11 billion in assets under management.No Comments
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January 11, 2019Want a Job Running a Family Office? Here's How to Get itMore than half of family offices polled in a recent survey say expertise at handling the family's relationships is the top factor in succession planning.No Comments
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January 10, 2019Focus Financial Adds $658 Million RIAFocus partner has also added a multifamily office in Los Angeles.No Comments
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January 10, 2019Wells Fargo: Millionaires' Children Lack Financial Literacy But Not Zeal for Wealth PlanningThe progeny of wealthy clients often give themselves mediocre grades in financial literacy.No Comments
