08/04/2016
The process becomes increasingly complex if several generations of family are involved, in several countries and jurisdictions, with disparate financial goalposts and targets like home ownership or financing a son or daughter's college education.
07/27/2016
Screening for any evidence of illegality, such as money laundering and criminal financing, has become a very big deal.
07/18/2016
In thinking about who we wanted in our committee, we wanted to ensure that not only did our members have deep and relevant experience, that real, intelligent debate would occur.
07/12/2016
For wealthy prospects, for example, an adviser can explain why his or her firm can help the family achieve the purpose of their wealth.
06/27/2016
“Following the U.K. referendum result, we reemphasize our commitment to growing our London office as part of our international growth strategy,” they said.
06/16/2016
Meyer’s new firm, Silver Rock Financial LP, registered as an investment adviser with the U.S. Securities and Exchange Commission in March.