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Trusts & Estates
December 19, 2002
Sara Hamilton |
The Multi-Family Office Mania The Multi-family Office model is rapidly becoming the most sought after platform for serving the ultra-affluent.   |
Registered Rep.
November 17, 2014
David H. Lenok |
Study Shows MFOs on the Rise Cerulli Associates recently released the 2014 edition of their annual study on high-net-worth (HNW) markets, and the main takeaway is that advisors are buzzing over family offices. |
Registered Rep.
May 18, 2011
Charles Paikert |
Multi-Family Offices Struggling to Meet Demand for 'Primacy Role' The role of primacy, being the first call a family makes, is where the opportunity is, but the challenge facing multi-family offices is so severe that few are making it. |
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. |
Investment Advisor
July 2010
Lewis Schiff |
Succession Planning: Buying and Selling Wealth Management Practices 2010 could be the biggest year ever for mergers and acquisitions in the financial advisory industry, but the players and strategies are different than they were prior to the market turndown. |
Registered Rep.
July 19, 2011
Charles Paikert |
New Rankings: New York, Houston Shine As Wealth Management Hot Spots Wealth management firms who aren't doing business in the New York or Houston markets may be asking themselves why not. |
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.
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. |
Financial Planning
May 1, 2013
Charles Paikert |
Firms Face Advisor Talent Shortage A dearth of suitable candidates is putting a strain on growing firms - and sharply boosting the price tag for top advisors. |
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. |
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. |
Registered Rep.
January 26, 2011
Charles Paikert |
Separation Anxiety: Splitting Personal Wealth From The Family Business Managing personal wealth inside an operating company is hardly ideal. It may, in fact, be detrimental to the long-term interests of both the family and the business. |
