The assets that FMP supervises grew 30 percent to $2.6 billion as of Dec. 31, just behind Signature, a Norfolk, Virginia-based family office that expanded 36 percent in 2011 to $3.6 billion.
The New FOX MFO and Wealth Advisor Benchmarking StudyThis year FOX is adding a benchmarking study for Multi-Family Offices, wealth advisors who deliver integrated wealth advice to ultra-high net worth families.
Silver Bridge today announced that it has expanded its strategic philanthropy and foundation service capabilities with the appointment of Susanne Salerno to Director of Foundation Services. Over the past three years, Silver Bridge has steadily built its p
He comes to TAG from Palisades Hudson Financial Group, where he served as Chief Investment Officer, overseeing strategy and management of client investment portfolios and chairing the investment committee.
The Family Office Exchange, a pillar of the wealth-management industry, stumbled when naming the best advisors for great fortunes. Barron's investigates.
Counterparts to the likes of Bill Gates, Steve Jobs, Warren Buffet, Larry Ellison, Michael Dell and many more noted entrepreneurs will be in attendance.
MPI created DSA to transcend the limitations of traditional RBSA – such as lag, overfitting, and inability to capture style drift and detect leverage – and give investors greater insight into their investment portfolios.