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News and Articles
Our partners and professionals are frequently quoted or featured in industry publications, offering perspective on emerging trends, regulatory developments, and best practices for managing high-complexity financial lives. These articles highlight the issues facing entrepreneurs, entertainers, athletes, executives, and inheritors — and the structures that help them plan with clarity.
January 7, 2014
A number of factors contribute to long-term success for hedge funds, starting with high-quality investment performance. Hedge funds are all about alpha. However, to attain business […]
November 1, 2013
From the outside looking in, many advisors see the multi-family office model as one they wish they had. To have just a few clients with huge […]
October 15, 2013
In order to address the needs and wants of certain unique wealthy populations, multi-family offices are continually developing new operational structures. One example of this is […]
December 1, 2012
The Solution is Simple: More Planning, Greater Success Business owners selling their companies can get more satisfaction – and a better price – by doing a […]
September 1, 2012
Missing the Mark Wealthy Families Benefit From More Comprehensive Advanced Planning Processes The demand for a comprehensive and integrated wealth management approach has led to a […]
June 18, 2012
CHICAGO, June 18, 2012 /PRNewswire/ — Family Office Review, the global online publication for high net worth individuals, family offices, wealth advisors, asset managers and service […]
May 11, 2012
The Compensation Variance Competitive compensation is essential to attracting and retaining high-caliber, single-family office executive directors. Establishing an effective framework and selecting the right compensation model […]
April 1, 2012
Industry Outlook Hedge Funds 2.0 Evolution in Action Read Full Article
April 1, 2012
The Family Office Model: A Smart Move for the Financial Advisor? For financial advisors, starting or expanding family office services can be a challenging task, especially […]
December 1, 2011
The Single-Family Office Healthcare Advantage The number of single-family offices using concierge healthcare providers has been steadily increasing. Emerging trends in the industry, and wealthy families […]
November 1, 2011
Safe & Sound How Single-Family Offices Are Addressing Family Security More and more single-family offices are adding security services to their range of offerings. This trend […]
October 1, 2011
The Value in Value-Added Services How Sports Agents Can Generate Million-Dollar Incomes Sports agents face an extremely competitive market. While many have the ability to increase […]
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