by Family Financial Matters | Aug 12, 2016 | Family Office
Click here to view and download the complete “A Historic Overview of Legislation” article.
by Family Financial Matters | Jan 19, 2016 | Family Office, High Net Worth Families
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by Family Financial Matters | Dec 27, 2014 | Family Office
Trusts & Estates Patricia M. Soldano The advisor’s role has expanded to keep pace with changing demands and requirements To many people in the financial services industry, it seems that the family office (FO) is a relatively new development in high-net-worth (HNW)...
by Family Financial Matters | Dec 27, 2014 | Family Office, High Net Worth Families
Trusts & Estates Patricia M. Soldano & David Ascher Proactively managing risks to privacy, prestige and profession High-net-worth (HNW) individuals are in the crosshairs of a new generation of risks created by the proliferation of the Internet and its ability...
by Family Financial Matters | Dec 27, 2014 | Family Office, High Net Worth Families
Create a foundation for a disciplined long-term strategy for a variety of market conditions As we know too well, the past few years have presented a challenge for investors. The financial crisis and recession of late 2008/early 2009 have given way to a prolonged...
by Family Financial Matters | Dec 26, 2014 | Family Office
I begin this final letter of the year with some news — this month I will be retiring from GenSpring Family Offices. As many of you know, I sold my company to GenSpring six years ago and since then have enjoyed a great relationship with the firm and its...
