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Family Offices

Finding The Flow In A Family Office

Myra Salzer | Posted 03.29.2017 | 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 ...

The Evolution of Family Offices

David Drake | Posted 10.27.2016 | Business
David Drake

As the family office market evolves, small family offices will continue to offer unique and specialized services to their clients as well as strategically partner with other offices, allowing them to fend off stiff competition from private banks while still delivering better value to their clients.

Art Collections as Family Office Investments: Preserving Beauty, Heritage and Wealth

David Drake | Posted 03.10.2015 | Money
David Drake

Investing in art provides growth prospects for professional, enhances awareness of global art among family members and passes understanding of a family's art collection to future generation.

Old Tycoons, New Moguls

David Drake | Posted 11.29.2014 | Money
David Drake

Although family offices have existed for more than a century, many are unfamiliar with the services they provide, because of the high level of confidentiality their clients demand.

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.

From a Silver Spoon to a Mobile Platform -- Transitioning to the Next Gen Wealthy

April Rudin | Posted 10.19.2013 | Impact
April Rudin

It's not news that there is a stark contrast between baby boomers and the next gen. Nor should my readers be surprised that wealth platforms across the globe are seeking to attract these younger wealth holders who, as I noted in my last post, are seeking to "do good while doing well."

Doing Good While Doing Well--The New Mantra Of Next-Gen Wealth

April Rudin | Posted 10.06.2013 | Impact
April Rudin

Today, due to technological advances, IPO millionaires, successful succession planning, there is a younger breed of wealth that will soon surpass the baby-boomers in both dollars and influence. Wealthy baby boomers are far different in their likes, dislikes and values from their own next-generation children. Where there is significant wealth involved, it becomes even more critical to understand the differences between how to market and appeal to this next gen of wealth.