10/24/2013
The amendment incorporates into the Trusts (Jersey) Law 1984 the existing law on mistake and the so called ‘rule in Hastings-Bass’*, the latter being a legal first within the international trust’s arena.
09/04/2013
The Wealth Advisor Council will provide advisors with a private peer group, supported by FOX research, to help guide their future growth as advisors to the high net worth market.
08/05/2013
McNeill’s job is to help Ascent’s clients discover their pasts, skeletons and all, and gain perspective on their Gatsby-sized fortunes.
08/01/2013
The Chief Investment Officer of the Pitcairn multifamily office in Jenkintown, Pa., viscerally understands the competitive advantage that wealthy families have in the marketplace
08/01/2013
Westport Resources of Westport, Conn., has hired Eugene Miller as director of family office services.
07/21/2013
The Commission is pleased to announce, following direct negotiations with Austria’s Financial Market Authority (“FMA”), that an AIFMD bilateral cooperation agreement has now been agreed by the FMA.
07/09/2013
While it’s impossible to accurately calculate the numbers and growth of single-family offices due to their penchant for privacy, there are a lot of indications that single-family offices are growing in number
07/07/2013
Keel Point Advisors announces that William A. Pusey, Jr., JD, MBA, of Richmond, VA, has joined Keel Point to help affluent families develop and implement their own unique Keel Point