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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.
Registered Rep. May 25, 2011 Charles Paikert	Investment Managers Face Heightened Scrutiny As more wealth managers and multi-family offices outsource their investment decisions to third-party asset managers, these assets managers are coming under greater scrutiny -- and not just for their investment performance.
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.
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. 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 November 2006 Robert Casey	Multiplication Multifamily financial advisory offices report double-digit growth, with smaller organizations leading the way.
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.
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.
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 1, 2004 Grove & Prince	Onward, Downward The new family-office model has a very different motive: profit, as opposed to privilege.
Wall Street & Technology October 25, 2004 Jim Middlemiss	BPO Draws Broader Appeal Faced with ever-increasing pressure to cut costs, more investment firms are tapping business process outsourcing.
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.
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.
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 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. 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. 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. 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 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.
Food Processing January 2009 Dave Fusaro	Collective Wisdom on Outsourcing Our joint survey on contracting-out production, R&D and other functions finds a lot of mixed feelings.
HBS Working Knowledge July 4, 2005 Poping Lin	Should You Outsource Your Marketing? Most companies already outsource a portion of their marketing function -- advertising. But what about direct-mail management, lead management, or customer analytics?
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 Planning July 1, 2005 Kathy Gevlin	Adviser Pulse Although the market is driving the investment industry toward a more holistic wealth-management approach, the transition itself needs to be carefully managed.
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.
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.
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 18, 2011 Charles Paikert	Freedom From Wealth: Heavy Hitters Offer Game Plan For High Earners "Freedom from Wealth" is at its best when it clearly lays out exactly how families should approach the wealth that they have, including what they want it to be for and how they should go about managing it.
CRM February 2, 2004 Ginger Conlon	The Great Outsourcing Debate The debate has its own benefit, that of providing information and opinion on both sides that could help companies decide what's right.
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.
Registered Rep. February 1, 2006 Russ Alan Prince	Rep's Honor Here is how wealth management readily translates into additional assets under management for financial advisers and what they can do reach this target market.
CIO August 1, 2002 Lorraine Cosgrove Ware	Upward and Onward with Outsourcing Companies are expanding the range of IT services they outsource. Internal staff shortages and cost constraints are primary drivers of outsourcing decisions, but CIOs are finding that they can also improve quality and delivery time of IT projects with the right outsource provider.
CIO March 1, 2003 Stephanie Overby	Bringing IT Back Home Faced with a tight economy, CIOs are scrutinizing everything -- including outsourcing. A number of them have taken back the keys to their shops, saving lots of cash. Here's how you can do it too.
CIO December 16, 2009 Stephanie Overby	DIY Outsourcing Saves Money, Adds Control Pricey IT consultants can be time savers but there are benefits -- beyond penny pinching -- to crafting your own outsourcing deal.
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. November 1, 2004 Will Leitch	The Advisor as Traffic Cop As high-net-worth investors spread their assets around more liberally, they are finding themselves in need of a traffic cop -- a central advisor who can sit in the middle of all the financial activity and make sense of it all.
Global Services May 8, 2007 Imrana Khan	Compliance Inhibits F&A Outsourcing A recent study finds that the increasing compliance burden of financial execs is the biggest obstacle to finance and accounting outsourcing.
Registered Rep. July 1, 2011 Jerry Gleeson	Selling Alpha? BAD MOVE. Talon Asset Management announces it is selling about two-thirds of its business to global investment manager BNY Mellon.
CIO November 1, 2005 Stephanie Overby	Outsourcing's Image Problem Among 1,000 Americans surveyed, 72% said outsourcing is really about corporate greed. Yet the poll's overall findings contained many contradictions.
CIO February 1, 2003 Lorraine Cosgrove Ware	Save Time and Money: Outsource Software Implementation - By the Numbers Companies that outsource packaged-software implementations can benefit from shorter time to implementation and lower costs as opposed to taking on these tasks in-house.
IndustryWeek April 1, 2005	Finance -- On Balance Senior executives, especially in this Sarbanes-Oxley era, remain hesitant to outsource finance functions. Done selectively, however, such outsourcing might actually benefit governance and compliance. A recent survey of 203 senior executives reinforces this premise.
Financial Advisor June 2010 David Lawrence	Solos Holding Their Own One-person advisory firms can stand out when they outsource and use technology effectively.
Bank Director 3rd Quarter 2010 Chris Costanzo	Making the Most Out of Trust Of all the processing functions that a bank performs, trust seems most ideally suited for outsourcing.
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.
Financial Planning February 1, 2010 Stephanie Bogan	Make 2010 Your Best year Ever Quantuvis Consulting's new study of business performance has strategies for every advisor, regardless of size, business model, or philosophy.
CIO November 1, 2000 Tracy Mayor	Our Vendors, Ourselves - Interview: Frank Casale Frank Casale wants you to love your outsourcer as yourself...
Registered Rep. October 25, 2010 Charles Paikert	Fidelity Targets RIAs with UHNW Clients In an effort to attract more financial advisors who have -- or would like to have -- ultra-high-net-worth clients, Fidelity Investments is offering them the same high-end services it offers to family offices.
IndustryWeek April 1, 2008 Nick Zubko	Speaking Out on Outsourcing Study shows more companies are now willing to outsource procurement tasks.
Food Engineering April 1, 2008	Outsourcing requires homework There's no doubt that outsourcing can save money and take the pressure off several business tasks -- if executed properly. But many companies don't do homework first, according to this Deloitte Consulting 2008 report.
Entrepreneur July 2010 Ivy Hughes	Outsourcing: Not Just Cheaper From processing payroll to integrating IT, outsourcing certain functions can mean better talent at lower costs.
Entrepreneur March 2006 Chris Penttila	Out With It When growing your business, you know you can't do it all on your own. But could you be outsourcing too much?