07/11/2014

SEC Allows Family Offices to Include Members of an Extended Family

Family offices have existed for over a century and have been formed to implement very important and complex objectives, including investment management, corporate succession, estate, gift and income tax planning, and charitable giving issues that are impo

07/08/2014

Cut-Rate Family Office

One way is to hire outside investment teams and many single family offices are availing themselves of this outsourcing option.

07/03/2014

Fine Tuning Family Wealth

“It’s up to the leading generation, who formerly were beneficiaries, to do an assessment of where they stand in relation to their family’s wealth

06/17/2014

WE Family Offices Adds to Investment Committee

WE’s Strategic Investment Committee considers macro-economic factors and makes strategic and tactical asset allocation decisions to be implemented at the client portfolio level.