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Family Offices

Wall Street Diaspora Seek New Families

David Drake | Posted 08.27.2014 | 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.