07/31/2014

The Life-Cycle Of A Family Office

Our observation is that the family office also tends to follow a particular life-cycle and this can be developed into a useful tool to assist private wealth practitioners

07/31/2014

10 Steps For Family Office Internet Security

Attackers will often use both the personal and professional accounts of the individual targeted, although statistically the victim’s work-related account is more likely to be targeted

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