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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.   |
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. |
Registered Rep.
November 8, 2010
Charles Paikert |
Ultra-Wealthy Seeking New Investment Approaches: IMCA Conference The so-called "bucket approach" of dividing a portfolio into goals-based categories is gaining popularity among wealthy investors. |
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
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.
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. |
Registered Rep.
February 1, 2011
Charles Paikert |
Campden Acquires IPI; Association for Wealthy Families Goes Global London-based Campden Media has acquired the Institute for Private Investors, the well-known 21-year old, peer-to-peer membership organization for ultra-wealthy families headed and founded by Charlotte Beyer. |
Financial Advisor
November 2006
Robert Casey |
Multiplication Multifamily financial advisory offices report double-digit growth, with smaller organizations leading the way. |
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.
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. |
Registered Rep.
January 5, 2011
Charles Paikert |
Ultra-Wealthy Remain Risk-Averse But they may begin increasing allocations to global emerging markets and reducing cash in 2011. |
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. |
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
June 2006
Grove & Prince |
Competing As A Family Office Operating as a multifamily office yields significant benefits for the advisory practice. Satisfied families will help bring other families into the office, which will increase both assets under management and fees. |
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.
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. |
On Wall Street
March 1, 2013
Samantha Allen |
Ultra-Wealthy Unwilling to Cede Portfolio Control For the wealthiest investors, the more assets they have, the less likely they are to give up control over investment decisions to advisors, says a new report. |
Registered Rep.
September 30, 2011
Charles Paikert |
Former IPI President Kuechler Lands at Lattice Kristi Kuechler, the former president of the Institute for Private Investors and a high-profile figure in the ultra-high-net-worth world, has been named a partner and managing director at Lattice Strategies, a San Francisco-based investment manager. |
Registered Rep.
September 6, 2011
Charles Paikert |
Q&a with Charlotte Beyer, CEO, Institute for Private Investors: "Everyone is Looking at the Ultra-High-Net-Worth Market." A conversation with Charlotte Beyer, who has been a trailblazer in the wealth management business before the phrase "wealth management" was even being used. |
Financial Advisor
December 2004
Jeff Hollowniczky |
Outsourcing By Multi-Client Family Offices Whether you are a multi-client family office (MFO), an existing single-family office or a comprehensive wealth management firm thinking of offering services to other families, one of the most crucial decisions you will face is which services to outsource. |
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. |
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. |
On Wall Street
August 1, 2011 |
Five Questions With Charlotte Beyer Charlotte Beyer started this private membership organization, now with 345 families in 17 nations, whose members oversee between $30 million and several billion dollars in assets. Here, she talks about how the wealthy invest now. |
Investment Advisor
October 2008
Beth Piskora |
Funds Get Real Amid Unreal Housing Market Most real estate mutual funds are not invested in single-family homes. Instead, they concentrate on other parts of the real estate business: industrial property, offices, malls, lodging, or storage units. |
| PHONE+ |
Targeting Companies in Transition How communications solutions providers can help companies in transition with their communications needs. |
Registered Rep.
October 9, 2008 |
Smith Barney Closing Branches, Letting Managers Go As part of a larger cost-cutting effort, Smith Barney is consolidating some of its branch offices and laying off a number of its branch managers. |
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. |
PC World
September 14, 2001
Tom Spring |
Tech Firms Help NY Rebuild With donated equipment, expertise, and space, companies are getting back to business... |
