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Family Office

Business-Building Advice From The 0.1 Percent

John Bowen | Posted 06.22.2016 | Business
John Bowen

What could you do for your business if you knew some of the key success strategies used by the very wealthiest professionals and their families -- not...

Family Offices Have Been Brilliant Innovators Since Day One

David Drake | Posted 04.05.2016 | Business
David Drake

The early beginnings A family office, also known as a single family office, is a private organization that manages investments and trust for a sing...

Finding The Flow In A Family Office

Myra Salzer | Posted 03.29.2016 | Impact
Myra Salzer

It feels all too familiar. The family office says... The family mission is... It would be the perfect family office were it not for (insert family ...

Will New Guidelines Bolster Family Offices? Or Become Their Kryptonite?

David Drake | Posted 02.17.2016 | Business
David Drake

With the exception of the Dodd-Frank Act, these regulations affect both single family and multi-family offices. However, a single family office has still to meet the exemption criteria laid out in the Dodd Frank Act to qualify for exemption from SEC oversight.

Trailblazing Women: Ida Beerhalter, Co-head of IOME Family Office

Anne Ravanona | Posted 05.07.2016 | Business
Anne Ravanona

"I think the further you move away from your comfort zone and go exploring, that's when you may find a hidden talent or -- what is also important -- something which makes it much easier to face and accept a weakness."

How Digital Money (Bitcoin) Will Change The World

April Rudin | Posted 03.30.2015 | Business
April Rudin

In mid December, Time Inc. was the latest in a string of companies to announce that it would start accepting bitcoin in payment, following on the heel...

Poor Communication Can Be Costlier Than You Think

Steven Abernathy | Posted 12.28.2014 | Money
Steven Abernathy

Why do perpetrators of financial crimes choose to commit them? The short answer is--because they can.

Family Offices 101: How to Catch a Billionaire Client

David Drake | Posted 11.12.2014 | Money
David Drake

Older generations of the wealthy are more conservative and tend to preserve marital relationships. To retain or gain their business, service packages should address this value as part of building long-term trust in order to foster a fruitful relationship.

Wall Street Diaspora Seek New Families

David Drake | Posted 10.27.2014 | Business
David Drake

Wall Street refugees are steadily leaving for the fresh air of startups and family firms. Unless Wall Street firms consider big change from the inside out, its best and brightest may start leaving by the boatload.

Intelligent Investor Series: Six Essential Questions to Ask Your Money Manager

Steven Abernathy | Posted 10.21.2013 | Business
Steven Abernathy

While following a suitability standard instead of fiduciary standard may be within the scope of the law, wouldn't it be better to work with people, who are, unquestioningly, working to serve your interests and not sell you products or make money off the transactions in your accounts?

The Intelligent Investor Series: How Do I Keep More Money in My Own Pockets? A True or False Quiz

Steven Abernathy | Posted 02.06.2013 | Business
Steven Abernathy

If less than 1 percent of all advisers are legally obligated to hold your interests above their own, do you feel confident that your financial advisers are looking out for you?