3 Family Office Challenges That Advisors Can Solve
'Financial advisors' insights are critical in helping the family offices evaluate and execute their next steps,' says Julia Cloud, national managing partner, private wealth, for Deloitte.
More in Family Offices
Worldwide, the number of people with $30 million or more to invest -- the kind of folks who would hire a family office -- rose 15.6% to 128,300 in 2013. See which firms manage the most assets. more »
Researchers in Bethesda, Maryland, have spent eight years developing a handheld device to quickly assess potential brain trauma in injured U.S. soldiers and athletes with concussions. more »
Market Street will hardly be the only new kid on the block fighting for market share in New York. more »
AUM drops 31% as more top brass depart, with parent SunTrust filling executive ranks with veterans of the bank. more »
Family office execs report a rise in direct investments and so-called club deals as hedge funds fall out of favor. ''Families want to be in control," says one consultant. more »
Schwan Financial Group's Prepared Heirs program helps advisors connect with second-generation clients. more »
Steven Cohen, who agreed to close down his SAC Capital Advisors as part of a settlement with the U.S. government, will rename the firm and add a layer of management to oversee traders as the hedge fund becomes a family office, said a person familiar with the firm. more »
The January Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

January 26, 2015 |

February 11, 2015 |

March 4, 2015 |

April 26, 2015 |

Already a subscriber? Log in here