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Registered Rep. May 1, 2004 Grove & Prince	E Pluribus Unum As advisors set their sights ever higher, one of the most sought-after types of client is the family office, with advisor notions of the ideal falling just this side of Bill Gates or Warren Buffett.
Financial Advisor January 2005 Grove & Prince	The Future Of The Family Office Several new business models are fueling the growth of these firms: information drawn from the authors' latest book, Inside the Family Office: Managing the Fortunes of the Exceptionally Wealthy.
Financial Advisor October 2004 Grove & Prince	Family Offices: Assets And Motivations As advisors and financial services firms vie to add the most affluent clients to their roster, the family office is at the top of the list when it comes to assets and opportunity.
Registered Rep. November 1, 2004 Shaw Grove & Alan Prince	Because They Can With more advisors chasing high-net-worth clients, family offices have officially entered "buyer's market" territory, which is bad news for those who dislike tending to the nonfinancial demands of ultrawealthy clients.
Registered Rep. September 1, 2004 Grove & Prince	Onward, Downward The new family-office model has a very different motive: profit, as opposed to privilege.
Financial Advisor November 2004 Grove & Prince	Family Offices: Assets And Motivations Because a growing number of families want to get into or open a family office, there's never been a greater need to understand the way that family offices function, what they want and how they get it. A survey spotlights some surprising preferences and motivations.
Financial Advisor November 2006 Robert Casey	Multiplication Multifamily financial advisory offices report double-digit growth, with smaller organizations leading the way.
Registered Rep. June 1, 2004 John Churchill	When Big Means Bad One problem with focusing on big-game clients is that sometimes they grow too big; a fact one West Coast wirehouse broker learned the hard way.
Registered Rep. August 13, 2015	Four Tips for Working with Single Family Offices Here are four tips to explore to help you better understand and build a trusted advisor relationship with family offices.
Financial Advisor December 2004 Grove & Prince	Looking For Leaders Finding the right executive director for the family office: information drawn from the authors' latest book, Inside the Family Office: Managing the Fortunes of the Exceptionally Wealthy.
Registered Rep. March 28, 2012 Lena S. Rizkallah	TRUSTS & ESTATES: April is National Financial Literacy Month Now more than ever, individuals should become familiar with the financial tools they need to create and follow a budget, manage debt and save for retirement.
Financial Advisor August 2007 Grove & Prince	Corporate Executives Need Special Treatment Corporate executives can bring important growth opportunities to their advisor -- a long-term relationship filled with changing needs and expanding wealth, and access to their colleagues who may have similar needs and priorities.
Financial Planning June 1, 2008 Jim Grote	Family Matters Vogel Consulting now serves a clientele of more than 50 high-net-worth families on their finances.
Financial Advisor September 2006 Mary Rowland	The Truth About Needy Rich Folks Terms like "life planning" and "wealth management" go in an out of vogue, but the need to meet clients' needs is a constant.
Wall Street & Technology March 22, 2005 Maria Santos	Family Matters Northern Trust, already a prominent player in the family office space with approximately $100 billion in assets under administration, expects that the creation of its virtual platform will help it gain even greater market share.
Registered Rep. July 12, 2011 Charles Paikert	Family Office Quandary May Benefit Wealth Managers For single-family offices, a recent Securities and Exchange Commission ruling marked the beginning of an identity crisis writ large -- one that will reshape the family office business and may ultimately benefit wealth and asset managers.
Registered Rep. October 27, 2010 Charles Paikert	Multi-family Offices Riding High; Single-family Offices Recovering But Nervous Multi-family offices have enjoyed strong growth over the past couple of years, while single-family offices are seeing some improvement, but are nervous about new regulation, according to two new surveys.
Investment Advisor April 2010 Lewis Schiff	The Affluentialist: The Challenges of Advising the Affluent Advisors need to focus on more than just assets with their very wealthy clients.
Registered Rep. November 12, 2010 Charles Paikert	Single-Family Offices Ready To Make Changes: IPI Survey Four out of ten single-family offices expect to make "material changes" to the way they manage their business over the next 12 to 18 months, according to a new survey from the Institute for Private Investors.
Investment Advisor March 2010 Lewis Schiff	The Affluentialist: What Do Counselors Think About Clients? Advisors to wealthy families speak out about clients and careers.
Registered Rep. June 14, 2011 Charles Paikert	Seller's Market for Family Office Executives, but with Caveats Single-family offices are peculiar places, and prospective employees need to know what they're getting into.
Financial Advisor July 2007 Sharon Weinberg	MFOs And Alternatives Soup Multiple disciplines and multiple products converge in the making of independent-minded financial planners and their clients.
Financial Planning October 30, 2006 Drucker & Bruckenstein	Practice Management International Bahrain-based financial advisory firm The Family Office grapples with growth as it serves wealthy families in the Middle East.
Registered Rep. October 13, 2010 Charles Paikert	SEC Family Office Ruling Set to Open Doors for RIAs to Gather Assets RIAs can benefit from family offices' inclination to gravitate to smaller, boutique firms, as opposed to working with impersonal financial behemoths.
On Wall Street July 1, 2009 Gerri Leder	Family Office: Frontier or Fad? Some advisors are jumping on the multifamily-office bandwagon, looking for the "new, new thing" that will transform their practices, revive their books, and restore their enjoyment for the business.
Financial Advisor December 2006	Frontline News Guggenheim Acquires Private Family Office... CFP Board Approves Changes... Interest In High-Yield Municipals Surges... Advisor-Owned Trust Company Hits $4 Billion... etc.
Financial Advisor November 2009 Mary Rowland	Passing It On Advisors who want to capture inter-generational wealth must focus on the people side of business.
Financial Planning June 1, 2013 Barry Glassman	Make Outsourcing a Competitive Advantage The strategy is not new - but the extent to which we use outside expertise is unusual.
Registered Rep. October 11, 2011 Charles Paikert	Behind U.S. Bank's Big Wealth Management Push U.S. Bank's aggressive bid to boost its wealth management business kicks into high gear this month with the opening of the first offices of Ascent Private Capital Management, the bank's new ultra-high-net-worth division.
Registered Rep. September 12, 2011 Charles Paikert	More Than Half of Single-Family Offices Outsource Investment Function Investment firms, consultants, wealth boutiques, multi-family offices and even private banks could all gain assets as this trend toward outsourcing escalates.
U.S. Banker November 2007 Michael Sisk	Courting Uber-Wealthy Becomes Competitive Sport From the major national banks to smaller regional players there's an emphasis on tapping the ultra-wealthy segment. And for good reason.
Registered Rep. February 29, 2012 Charles Paikert	Ruling Hits Family Offices on Cost, Disclosure Family offices received an unpleasant and unexpected surprise earlier this month -- they are now going to have to register their commodity and futures trades. It will be an onerous, and potentially costly, process, many say.
Financial Advisor December 2007 Mary Rowland	Finding A Prince Planners who formed the first generation of professionals often said that they would never sell their firms or merge into a larger entity. But ask him this year and he's likely to say he wants to buy another financial planning firm or he wants a bigger firm to buy him.
Investment Advisor June 2010 Lewis Schiff	The Affluentialist: Growing Up Rich and Responsible Financial literacy for the children of affluence starts early -- just as models of nonproductive behavior do.
Investment Advisor May 2010 Lewis Schiff	The Affluentialist: Raising Responsible Children Advisors to wealthy families can offer sensitivity and guidance.
Registered Rep. September 29, 2010 Jerry Gleeson	Managing HNW Risk Is Not For The Squeamish Family offices that approach risk management systematically can work with clients to explore potential exposures.
Registered Rep. August 24, 2011 Charles Paikert	Family Businesses Offer Opportunities -- and Pitfalls -- for Wealth Managers Advisors have to be more aware of the interplay between a family's personal portfolio and its business.
Commercial Investment Real Estate Jul/Aug 2015	Creative Portfolios Emily Mitchell, CCIM, compares the creative structuring of multifamily housing deals through public-private partnerships to ballet.
HBS Working Knowledge March 30, 2015 Davis & Pellegrin	Managing the Family Business: Preparing to Sell Most families are loath to sell the legacy business, but there are good reasons to do so, says John A. Davis.
Financial Advisor March 2004	Advisor Emporium Advent for Family Offices is designed to meet the specialized investment management and reporting requirements of multi-disciplinary firms offering integrated financial advice to either single or multiple high-net worth families. The company bills it as the industry's first front-to-back solution for family offices.
On Wall Street June 1, 2012 Matt Ackermann	Study: Ultra Wealthy Look to Alternative Investments Ultra-high-net-worth investors are decreasing their exposure to the U.S. stock market by allocating more to alternative investments, according to the Institute for Private Investors annual Family Performance Tracking survey.
Financial Advisor July 2009 Eric Rasmussen	Surviving The Storm Account sizes, staff and profits have shrunk, but far more firms gained clients than lost them.
Registered Rep. May 11, 2011 Charles Paikert	Wealth Managers Vying for Trillions From Intergenerational Wealth Transfer Over 90 percent of heirs promptly change advisors when they receive their inheritances, and 70 percent of families lose control of their assets when an estate is transitioned to the next generation.
Commercial Investment Real Estate Nov/Dec 2011 Rich Rosfelder	Multifamily Takes Manhattan For decades, pundits have argued about the ill effects of New York City's apartment rent control laws. But are these laws good for real estate investors?
Registered Rep. April 28, 2015 Megan Leonhardt	Millionaires Don't Know When to Quit Many wealthy investors keep working long after they need because of the continual shift in objectives and the need to maintain financial security.
Registered Rep. December 7, 2004 John Churchill	Buying Up the Rich---and Their Advisors It takes years of hard work to grow an organization of qualified wealth managers. So firms are buying them instead. The latest of several major firms to do so is Swiss giant UBS.
Financial Advisor July 2007 Robert Casey	Shifting Into High Gear Think your advisory firm did well last year? Maybe so. But if assets grew by less than 25%, you fell behind the average of independent registered investment advisors participating in the second annual Top RIA Survey.
Real Estate Portfolio Sep/Oct 2003 Arlene Isaacs-Lowe	A Dark Cloud Lingering Over Multifamily REITs The economic recovery and the timing of positive job growth continue to be elusive and persistent supply growth in REIT-concentrated markets has dampened any prospect for near-term meaningful improvement in market fundamentals.
National Real Estate Investor February 1, 2006 Jamie Woodwell	Why Quality Research Is Critical There has been a lot said about the commercial real estate/multifamily finance industry's increased acceptance as an asset class, and much of that acceptance has to do with the industry's accomplishments in capturing and using statistical information.
Investment Advisor October 2009 Mark Tibergien	Concerning Culture and Control In a growing advisory practice, particularly one with more than one office, span of control becomes another big challenge.