For many family offices—especially the smaller ones—the thought of spending tens of thousands of dollars on one key element of cybersecurity, penetrat...
Here are some numbers to grab your attention and ponder: The U.S. dollar has rallied almost 25% percent in the past nine months and 35% over the past ...
Multi-family offices and wealth advisors are enjoying growing profitability—and revenue.That’s what we learned while conducting the 2014 FOX Multi-Fam...
There’s a strong correlation between family offices’ investment performance and reliance on a CIO and investment committee.In analyzing the results of...
With the impulse-inducing holiday season past, we are well into a new year, maybe even with a resolution or two to keep. Most of what happens over the...
Leadership is an integral part of a wealth advisor’s everyday responsibilities as someone responsible for providing holistic and integrated family wea...
There has been a paradigm shift in family office technology.A decade ago, family offices had to custom build systems to meet their specific needs. It ...
Recently, a close friend of mine told me about a financial analysis on investing that a private wealth firm had sent her. She read most of it, but it ...
The SEC has expanded the definition of “family” in single-family offices.The January 2015 ruling, which was an update to a previous SEC ruling we cove...